Achmea Investment Management B.V. Raises Holdings in Broadcom Inc. $AVGO

Achmea Investment Management B.V. raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 0.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 556,753 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,800 shares during the quarter. Broadcom accounts for approximately 2.3% of Achmea Investment Management B.V.’s portfolio, making the stock its 6th largest position. Achmea Investment Management B.V.’s holdings in Broadcom were worth $183,678,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of AVGO. Arthur M. Cohen & Associates LLC raised its stake in shares of Broadcom by 0.6% in the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock worth $1,577,000 after purchasing an additional 30 shares during the last quarter. Jackson Hole Capital Partners LLC grew its holdings in Broadcom by 1.4% during the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock worth $716,000 after buying an additional 30 shares in the last quarter. Private Wealth Partners LLC grew its holdings in Broadcom by 0.7% during the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock worth $1,410,000 after buying an additional 30 shares in the last quarter. Planning Alternatives Ltd. ADV grew its holdings in Broadcom by 1.4% during the third quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock worth $715,000 after buying an additional 30 shares in the last quarter. Finally, McHugh Group LLC grew its holdings in Broadcom by 0.4% during the third quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock worth $2,782,000 after buying an additional 31 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

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 shares were sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the completion of the transaction, the chief executive officer owned 132,836 shares in the company, valued at $46,133,942.80. This trade represents a 34.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Charlie B. Kawwas sold 39,116 shares of Broadcom stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the completion of the transaction, the insider owned 74,626 shares of the company’s stock, valued at $24,000,467.86. The trade was a 34.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 528,970 shares of company stock worth $177,150,321 in the last ninety days. 1.90% of the stock is owned by corporate insiders.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom began production‑volume shipments of its Tomahawk 6 switch family — the world’s first 102.4 Tbps switch — which accelerates customer deployments for hyperscale AI networks and supports near‑term revenue scaling in networking. Broadcom Commences Production Volume Shipping of World’s First 102.4 Tbps Switch
• Positive Sentiment: Meta publicly confirmed Broadcom as a partner on its MTIA custom AI chips — removing doubt about a major customer relationship and strengthening AVGO’s revenue visibility for inference silicon and future GenAI deployments. Why Meta’s AI Chip Announcement Has Broadcom Investors Paying Attention
• Positive Sentiment: Analyst support and institutional interest remain elevated — multiple price‑target upgrades and high‑profile investors (e.g., Rosenblatt raising targets; notable positions reported by Fisher Asset Management) keep a bullish narrative about AVGO’s AI growth trajectory. Rosenblatt Maintains Buy on Broadcom
• Positive Sentiment: Broadcom’s infrastructure software (VMware) and buyback activity remain tailwinds — buybacks cited by analysts can support EPS and shareholder returns during volatile price action. Berkshire, Broadcom & Nucor Are Revving Their Buyback Engines
• Neutral Sentiment: Broadcom’s role in new industry groups and optical standards (400G Optical MSA, Optical Compute Interconnect) positions it strategically for long‑term AI data‑center interoperability — supportive strategically but benefits will play out over years. Broadcom AI Alliances Shape Optical Standards And Raise Valuation Questions
• Negative Sentiment: Meta’s announcement did not include a GenAI training chip (reports suggest Olympus development is paused), which likely delays the timing and magnitude of potential training‑chip revenue for Broadcom — a near‑term revenue/timing risk. Why Meta’s AI Chip Announcement Has Broadcom Investors Paying Attention
• Negative Sentiment: Valuation and sentiment concerns are emerging in some research notes and op‑eds (calls for rethink/downgrades), which can amplify short‑term selling even as fundamentals remain strong — a common cause of choppy trading. Seeking Alpha: Broadcom Rethink/Downgrade

Broadcom Price Performance

Shares of NASDAQ:AVGO opened at $315.93 on Thursday. The company’s 50-day moving average is $331.36 and its 200 day moving average is $345.06. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. The company has a market capitalization of $1.50 trillion, a P/E ratio of 61.71, a price-to-earnings-growth ratio of 0.69 and a beta of 1.22. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61.

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

Broadcom Dividend Announcement

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 issued a $0.65 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $2.60 annualized dividend and a yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is 50.78%.

Analyst Ratings Changes

AVGO has been the topic of a number of analyst reports. Morgan Stanley lifted their price objective on shares of Broadcom from $462.00 to $470.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. KeyCorp reiterated an “overweight” rating and issued a $500.00 target price (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. Truist Financial boosted their price target on shares of Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research report on Monday, December 29th. Finally, Wolfe Research upgraded shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price objective for the company in a research note on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $435.30.

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.