Beirne Wealth Consulting Services LLC Makes New $515,000 Investment in Broadcom Inc. $AVGO

Beirne Wealth Consulting Services LLC bought a new stake in shares of Broadcom Inc. (NASDAQ:AVGO) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,559 shares of the semiconductor manufacturer’s stock, valued at approximately $515,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC bought a new position in Broadcom during the second quarter worth $27,000. Teachers Insurance & Annuity Association of America bought a new position in shares of Broadcom during the 2nd quarter worth about $28,000. LGT Financial Advisors LLC acquired a new stake in shares of Broadcom in the 2nd quarter valued at about $31,000. New England Capital Financial Advisors LLC bought a new stake in Broadcom in the 2nd quarter valued at about $31,000. Finally, JCIC Asset Management Inc. acquired a new position in Broadcom during the 3rd quarter worth approximately $31,000. 76.43% of the stock is currently owned by institutional investors.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched and began shipping samples of BroadPeak™, a 5nm radio DFE SoC aimed at 5G Advanced and 6G massive MIMO/RRH deployments; the product claims up to 40% power savings and broad frequency support, which could drive future infrastructure revenue as carriers upgrade for AI-driven traffic. Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO
• Positive Sentiment: Analyst and media bull case: several articles argue AVGO still has upside given a large AI-related backlog (~$73B reported) and hyperscaler spending tailwinds, supporting revenue visibility and high analyst price targets (median ~$450). This underpins the bullish narrative driving buying interest. Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
• Positive Sentiment: Coverage & previews that anticipate stronger FY26 guidance tied to hyperscaler spend (earnings previews / bullish takes) are supporting investor expectations for continued revenue and margin expansion. Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview)
• Neutral Sentiment: Short-interest report in the feed shows 0 shares / 0 days-to-cover (likely a data glitch) — does not indicate meaningful new short pressure. Monitor confirmed short-interest filings for a true read. (Data entry flagged internally.)
• Neutral Sentiment: Mixed institutional activity: some hedge funds (Farallon, Woodline) increased stakes while others (D1 Capital, UBS AM large reductions) trimmed positions — points to active rebalancing but no clear one-way institutional signal. D1 Capital Partners LP Cuts Broadcom Inc. Stake Sharply
• Negative Sentiment: Insider selling remains heavy (numerous open‑market sales by executives) — while not unusual for a large-cap, sustained insider sales can worry some investors about near-term sentiment. (Quiver/press aggregation in feed.)
• Negative Sentiment: Valuation and margin concerns are resurfacing in coverage: pieces highlight that the large AI backlog raises valuation and execution risk, and analysts note margin pressure as a possible offset to growth—these stories can trigger profit-taking after AVGO’s multi-year run. Broadcom Stock Isn’t Cheap. Why Bulls Still See Room to Run
• Negative Sentiment: Competitive dynamics: commentary about large customers (e.g., Meta) doubling down on other suppliers (NVIDIA) highlights competitive risk in key AI infrastructure end markets. Nvidia Gets Big Commitment From Meta. What It Means for the Broadcom Threat.

Analysts Set New Price Targets

A number of analysts have commented on AVGO shares. Barclays restated an “overweight” rating and set a $500.00 price target (up previously from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Mizuho set a $480.00 price target on Broadcom and gave the company an “outperform” rating in a research note on Friday, January 9th. Citigroup reaffirmed a “buy” rating and set a $458.00 target price (down previously from $480.00) on shares of Broadcom in a research report on Tuesday. DA Davidson raised shares of Broadcom to a “hold” rating in a report on Friday, February 13th. Finally, Benchmark increased their target price on shares of Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a report on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Broadcom currently has an average rating of “Buy” and an average price target of $433.13.

Broadcom Price Performance

Broadcom stock opened at $333.99 on Friday. The business’s 50 day simple moving average is $337.85 and its 200 day simple moving average is $341.22. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The company has a market cap of $1.58 trillion, a price-to-earnings ratio of 70.17, a PEG ratio of 1.07 and a beta of 1.21. 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 (NASDAQ:AVGO) last posted its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.08. The company had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.42 EPS. Sell-side analysts forecast that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders 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 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is currently 54.62%.

Insider Activity

In related news, insider Mark David Brazeal sold 30,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total transaction of $10,413,600.00. Following the sale, the insider owned 210,573 shares of the company’s stock, valued at approximately $73,094,099.76. This represents a 12.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Kirsten M. Spears sold 30,000 shares of the firm’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the completion of the transaction, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 779,101 shares of company stock valued at $283,804,325. 2.00% of the stock is currently owned by corporate insiders.

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.