Savant Capital LLC Buys 8,608 Shares of Broadcom Inc. $AVGO

Savant Capital LLC lifted its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 8.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 114,798 shares of the semiconductor manufacturer’s stock after acquiring an additional 8,608 shares during the quarter. Savant Capital LLC’s holdings in Broadcom were worth $37,873,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Flynn Zito Capital Management LLC boosted its holdings in Broadcom by 1.8% in the third quarter. Flynn Zito Capital Management LLC now owns 5,256 shares of the semiconductor manufacturer’s stock valued at $1,734,000 after acquiring an additional 93 shares during the last quarter. Machina Capital S.A.S. raised its holdings in Broadcom by 1.9% during the 3rd quarter. Machina Capital S.A.S. now owns 22,795 shares of the semiconductor manufacturer’s stock worth $7,520,000 after purchasing an additional 416 shares during the last quarter. J.W. Cole Advisors Inc. lifted its position in shares of Broadcom by 5.4% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 76,055 shares of the semiconductor manufacturer’s stock worth $25,091,000 after purchasing an additional 3,919 shares during the period. Lokken Investment Group LLC boosted its stake in shares of Broadcom by 3.0% in the 3rd quarter. Lokken Investment Group LLC now owns 10,579 shares of the semiconductor manufacturer’s stock valued at $3,490,000 after purchasing an additional 312 shares during the last quarter. Finally, Bank of Marin boosted its stake in shares of Broadcom by 20.0% in the 3rd quarter. Bank of Marin now owns 1,050 shares of the semiconductor manufacturer’s stock valued at $346,000 after purchasing an additional 175 shares during the last quarter. 76.43% of the stock is owned by institutional investors and hedge funds.

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

Wall Street Analyst Weigh In

AVGO has been the subject of a number of analyst reports. Wells Fargo & Company raised shares of Broadcom from an “equal weight” rating to an “overweight” rating and lifted their target price for the stock from $410.00 to $430.00 in a research note on Thursday, January 15th. Rosenblatt Securities increased their price target on Broadcom from $400.00 to $440.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. Raymond James Financial set a $420.00 price objective on Broadcom and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Piper Sandler restated an “overweight” rating and set a $430.00 target price (up previously from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Finally, Evercore raised their target price on Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $437.28.

Broadcom Stock Performance

NASDAQ AVGO opened at $332.49 on Monday. The company has a market cap of $1.58 trillion, a P/E ratio of 69.85, a PEG ratio of 1.07 and a beta of 1.21. The company has a fifty day simple moving average of $348.59 and a 200 day simple moving average of $339.31. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61.

Broadcom (NASDAQ:AVGO) last released 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. The firm had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The business’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same period last year, the firm earned $1.42 earnings per share. Sell-side analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

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

Insider Activity

In related news, CFO Kirsten M. Spears sold 30,000 shares of the company’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the completion of the sale, the chief financial officer owned 277,237 shares in the company, valued at approximately $96,428,573.34. This represents a 9.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Mark David Brazeal sold 30,000 shares of the stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total value of $10,413,600.00. Following the completion of the sale, the insider directly owned 210,573 shares of the company’s stock, valued at $73,094,099.76. The trade was 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 three months, insiders sold 779,901 shares of company stock worth $284,069,237. Company insiders own 2.00% of the company’s stock.

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.