J.W. Cole Advisors Inc. Grows Stock Position in Broadcom Inc. $AVGO

J.W. Cole Advisors Inc. lifted its stake in Broadcom Inc. (NASDAQ:AVGO) by 5.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 76,055 shares of the semiconductor manufacturer’s stock after buying an additional 3,919 shares during the quarter. Broadcom makes up 0.5% of J.W. Cole Advisors Inc.’s holdings, making the stock its 29th largest position. J.W. Cole Advisors Inc.’s holdings in Broadcom were worth $25,091,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of AVGO. Arthur M. Cohen & Associates LLC lifted its position in Broadcom by 0.6% during the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock worth $1,577,000 after buying an additional 30 shares in the last quarter. Jackson Hole Capital Partners LLC grew its holdings in Broadcom by 1.4% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after buying an additional 30 shares in the last quarter. Private Wealth Partners LLC increased its stake in shares of Broadcom by 0.7% in the 3rd quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock worth $1,410,000 after acquiring an additional 30 shares during the last quarter. McHugh Group LLC raised its holdings in shares of Broadcom by 0.4% during the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock worth $2,782,000 after acquiring an additional 31 shares during the period. Finally, Smith Thornton Advisors LLC boosted its position in shares of Broadcom by 1.4% during the 3rd quarter. Smith Thornton Advisors LLC now owns 2,313 shares of the semiconductor manufacturer’s stock valued at $763,000 after acquiring an additional 31 shares during the last quarter. 76.43% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Zacks Research upgraded shares of Broadcom from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Citigroup reissued a “buy” rating on shares of Broadcom in a research note on Thursday, January 15th. Evercore raised their price target on shares of Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. Rosenblatt Securities lifted their price target on shares of Broadcom from $400.00 to $440.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Finally, Morgan Stanley upped their price objective on Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a report on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $437.28.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Hyperscaler CapEx jump supports multi‑year demand for Broadcom’s AI chips — Google and Meta signaled much larger 2026 CapEx plans, which investors view as direct upside to Broadcom’s TAM for TPUs/MTIA and other data‑center products. Broadcom and Nvidia Stocks Rise. How Google’s AI Spending Will Boost the Chip Makers.
• Positive Sentiment: Broad market tech rebound led by chip names boosted AVGO — a Friday surge in large‑cap semiconductors helped lift Broadcom as investors bought the dip after recent tech weakness. Dow jumps 1,000 points as Nvidia, Broadcom spark tech-led market comeback
• Positive Sentiment: Momentum narrative: Broadcom framed as a “Mag Seven” gatecrasher — positive press around Broadcom’s ability to challenge AI‑heavy megacap performance added to buying interest. Broadcom Rallies 6% to Challenge Magnificent Seven Dominance on Wall Street
• Positive Sentiment: Analyst upgrade/support — Zacks moved Broadcom to a stronger rating, providing a fresh catalyst and third‑party validation for buyers. Zacks.com
• Neutral Sentiment: ETF flows and index construction may add steady demand — new ETFs and factor funds that include AVGO can create incremental bid but are not immediate earnings drivers. Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch
• Neutral Sentiment: Contrarian views and valuation debate continue — some analysts argue the market still misprices AVGO; useful for medium/long‑term investors but mixed for near‑term trading. Broadcom: The Market Is Likely Getting It Wrong
• Negative Sentiment: Short‑term pullback concerns and analyst caution — recent coverage highlights that AVGO had pulled back earlier, and some analysts flag downside/earnings sensitivity, which keeps volatility elevated. Broadcom Stock Is Pulling Back. Here’s What Analysts Expect Next.
• Negative Sentiment: Periodic profit‑taking and headline volatility — several outlets explain why AVGO has traded down at times this week, underscoring that sentiment swings around AI narratives can reverse quickly. Broadcom (AVGO) stock trades down, here is why

Insiders Place Their Bets

In other Broadcom news, CEO Hock E. Tan sold 70,000 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total value of $24,311,000.00. Following the sale, the chief executive officer owned 132,836 shares of the company’s stock, valued at $46,133,942.80. This trade represents a 34.51% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Mark David Brazeal sold 30,000 shares of the business’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $347.12, for a total value of $10,413,600.00. Following the transaction, the insider directly owned 210,573 shares of the company’s stock, valued at approximately $73,094,099.76. This represents a 12.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is owned by company insiders.

Broadcom Stock Up 7.1%

Shares of AVGO opened at $332.49 on Monday. The company’s 50-day simple moving average is $348.59 and its 200-day simple moving average is $339.31. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The stock has a market capitalization of $1.58 trillion, a PE ratio of 69.85, a P/E/G ratio of 1.07 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The firm had revenue of $18.02 billion during the quarter, compared to analysts’ expectations of $17.46 billion. During the same quarter in the previous year, the business posted $1.42 earnings per share. The business’s quarterly revenue was up 28.2% compared to the same quarter last year. Analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a dividend of $0.65 per share. This is an increase from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s dividend payout ratio is currently 54.62%.

About Broadcom

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.