Advyzon Investment Management LLC Grows Stock Position in Broadcom Inc. $AVGO

Advyzon Investment Management LLC boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 32.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,504 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,814 shares during the quarter. Broadcom accounts for about 1.1% of Advyzon Investment Management LLC’s investment portfolio, making the stock its 17th largest holding. Advyzon Investment Management LLC’s holdings in Broadcom were worth $6,434,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of AVGO. Longfellow Investment Management Co. LLC purchased a new stake in Broadcom during the 2nd quarter valued at $27,000. Teachers Insurance & Annuity Association of America purchased a new stake in shares of Broadcom during the second quarter worth about $28,000. LGT Financial Advisors LLC bought a new stake in shares of Broadcom in the second quarter worth about $31,000. New England Capital Financial Advisors LLC bought a new stake in shares of Broadcom in the second quarter worth about $31,000. Finally, JCIC Asset Management Inc. purchased a new position in Broadcom during the 3rd quarter valued at about $31,000. Institutional investors own 76.43% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on AVGO shares. 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. UBS Group set a $475.00 price objective on shares of Broadcom and gave the stock a “buy” rating in a report on Monday, December 15th. Citigroup reiterated a “buy” rating and set a $458.00 target price (down previously from $480.00) on shares of Broadcom in a report on Tuesday. Royal Bank Of Canada began coverage on shares of Broadcom in a report on Wednesday, January 14th. They set a “sector perform” rating and a $370.00 target price on the stock. Finally, Mizuho set a $480.00 price target on shares of Broadcom and gave the company an “outperform” rating in a research report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Broadcom currently has an average rating of “Buy” and an average target price of $433.13.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched BroadPeak™, a next‑generation radio DFE SoC (5nm) for 5G Advanced and 6G massive MIMO that the company says cuts power by up to 40% and is shipping samples — a clear product catalyst for telco infrastructure revenue if adoption scales. Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO
• Positive Sentiment: Analyst and commentary pieces are broadly constructive on Broadcom’s AI exposure and diversified revenue streams — several bullish analyst ratings and price targets (median ~$450) support upside expectations versus today’s price. (Analyst coverage cited across recent reports.)
• Positive Sentiment: Market commentary argues that AI capex volatility creates buying opportunities for hardware leaders like Broadcom as hyperscaler spending ramps, which can sustain multi‑year revenue growth. Broadcom: AI CapEx Panic Is Your Opportunity
• Neutral Sentiment: Broadcom reports a large AI backlog (reported ~US$73B) that underpins long‑term revenue visibility but has people debating whether the current multiple already prices that growth. That makes the stock sensitive to guidance and execution updates. Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
• Neutral Sentiment: Recent hedge‑fund activity is mixed — several firms (Woodline, Farallon, Owl Creek) added positions while others (D1 Capital, Altimeter, 3G Capital) trimmed — leaving institutional flows ambiguous for near‑term price direction. 3G Capital Partners Cuts 65,000 Broadcom Shares Stake
• Negative Sentiment: Elevated insider selling and large institutional reductions (e.g., a reported large Q4 trim by a major asset manager) increase near‑term downside risk if execution or guidance disappoints — investors watch insider/inst flows closely. (Quiver/filings summaries.)
• Negative Sentiment: Valuation concerns: multiple commentary pieces note Broadcom isn’t cheap today, so upside depends on continued strong execution, hyperscaler capex, and product adoption — any softness in guidance could pressure the shares. Broadcom Stock Isn’t Cheap. Why Bulls Still See Room to Run

Broadcom Trading Down 0.4%

Broadcom stock opened at $332.65 on Friday. The firm has a market capitalization of $1.58 trillion, a price-to-earnings ratio of 69.88, a P/E/G ratio of 1.06 and a beta of 1.21. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The firm has a 50 day moving average of $337.30 and a 200 day moving average of $341.80. 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 announced its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. The business had revenue of $18.02 billion during 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 company’s revenue was up 28.2% on a year-over-year basis. During the same period last year, the firm posted $1.42 EPS. As a group, research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current 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 issued a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s dividend payout ratio is presently 54.62%.

Insider Transactions at Broadcom

In other news, insider Mark David Brazeal sold 38,281 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total transaction of $12,542,769.65. Following the sale, the insider owned 266,494 shares of the company’s stock, valued at $87,316,759.10. This trade represents a 12.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Kirsten M. Spears sold 30,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total value of $10,434,600.00. Following the completion of the sale, the chief financial officer directly owned 277,237 shares in the company, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 779,101 shares of company stock valued at $283,804,325 over the last three months. Company insiders own 2.00% of the company’s stock.

Broadcom Profile

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.