Banque Transatlantique SA Raises Stake in Broadcom Inc. $AVGO

Banque Transatlantique SA raised its position in Broadcom Inc. (NASDAQ:AVGO) by 11.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 53,115 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,483 shares during the period. Banque Transatlantique SA’s holdings in Broadcom were worth $17,540,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of AVGO. Brighton Jones LLC lifted its holdings in Broadcom by 21.8% during the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after buying an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Broadcom by 10.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after acquiring an additional 756 shares in the last quarter. United Bank lifted its stake in Broadcom by 76.5% during the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after purchasing an additional 1,014 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Broadcom by 10.1% during the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after purchasing an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC increased its stake in Broadcom by 10.5% in the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after purchasing an additional 378 shares during the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.

Broadcom Price Performance

Shares of NASDAQ:AVGO opened at $322.16 on Friday. The business’s fifty day moving average price is $332.73 and its two-hundred day moving average price is $344.35. The stock has a market cap of $1.53 trillion, a PE ratio of 62.92, a price-to-earnings-growth ratio of 0.77 and a beta of 1.22. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.03 by $0.02. The business had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business’s revenue was up 29.5% on a year-over-year basis. During the same period in the prior year, the business earned $1.60 earnings per share. On average, analysts forecast that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 23rd will be paid a dividend of $0.65 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom’s dividend payout ratio is presently 50.78%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. UBS Group set a $475.00 target price on shares of Broadcom and gave the company a “buy” rating in a report on Monday, December 15th. Benchmark reissued a “buy” rating and issued a $485.00 price objective on shares of Broadcom in a report on Thursday, March 5th. Deutsche Bank Aktiengesellschaft set a $430.00 price objective on Broadcom and gave the stock a “buy” rating in a research report on Friday, December 12th. Robert W. Baird set a $420.00 price objective on shares of Broadcom in a research note on Friday, December 12th. Finally, JPMorgan Chase & Co. raised their target price on shares of Broadcom from $475.00 to $500.00 and gave the stock an “overweight” rating in a research note on Thursday, March 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $435.30.

Insider Activity at Broadcom

In related news, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction dated 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 transaction, the chief financial officer directly 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 transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Mark David Brazeal sold 38,281 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $327.65, for a total value of $12,542,769.65. Following the completion of the sale, the insider directly owned 266,494 shares in the company, valued at approximately $87,316,759.10. The trade was a 12.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 458,785 shares of company stock valued at $155,508,157. Company insiders own 1.90% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom says it is now shipping the world’s first 102.4 Tbps switch in production volume, reinforcing its leadership in high‑performance networking for AI datacenters and supporting long‑term revenue potential from AI infrastructure. Broadcom Now Shipping World’s First 102.4 Tbps Switch in Production Volume
• Positive Sentiment: Wall Street remains constructive: Morgan Stanley raised its price target (keeps Overweight) and MarketBeat notes fresh analyst upside estimates after a strong quarter — supportive for medium‑term upside. Morgan Stanley Raises PT on Broadcom, Keeps Overweight Rating
• Positive Sentiment: Broadcom projects very large AI opportunity (>$100B target for AI chip revenue in 2027) and multiple bullish writeups argue AI momentum will drive strong cash flow and share gains versus peers. These projections fuel the bullish fundamental case. Broadcom (AVGO) Rises on AI Chip Sales Forecasts for 2027
• Positive Sentiment: Company is actively repurchasing stock (recent big quarterly buyback and a new $10B authorization), signaling management confidence and providing demand support for the share price. Berkshire, Broadcom & Nucor Are Reving Their Buyback Engines
• Neutral Sentiment: Broadcom showcased an end‑to‑end AI infrastructure portfolio at OFC 2026 (XPUs, optics, PCIe, etc.), a marketing/technical win that supports product breadth but has unclear short‑term revenue impact. Broadcom Showcases Industry-Leading Solutions for Scaling AI Infrastructure at OFC 2026
• Neutral Sentiment: Reported short‑interest data in filings appears anomalous/unstable (zero‑share entries), so it is not a reliable explanation for intraday moves. Market data / short interest
• Negative Sentiment: Critical analysis warns there’s a “catch” to the $100B AI vision — competition (Nvidia), execution risk, timing and margin assumptions could make that target hard to realize quickly; such skepticism can prompt selling by investors expecting immediate payoff. There’s A Catch To Broadcom’s $100B AI Vision
• Negative Sentiment: Macro/market factors (recent tech rotation, geopolitical and commodity‑driven volatility) and valuation concerns (high P/E versus peers after the run‑up) are increasing near‑term downside pressure as investors trim positions. Broadcom’s AI Momentum Could Be Far From Over

Broadcom Company 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.