Caerus Investment Advisors LLC Takes Position in Broadcom Inc. $AVGO

Caerus Investment Advisors LLC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 2,978 shares of the semiconductor manufacturer’s stock, valued at approximately $982,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Arthur M. Cohen & Associates LLC lifted its position in 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 period. Jackson Hole Capital Partners LLC increased its holdings in Broadcom by 1.4% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after buying an additional 30 shares during the period. Private Wealth Partners LLC increased its holdings in Broadcom by 0.7% in the 3rd quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after buying an additional 30 shares during the period. Planning Alternatives Ltd. ADV raised its stake in shares of Broadcom by 1.4% in the 3rd quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock valued at $715,000 after buying an additional 30 shares in the last quarter. Finally, McHugh Group LLC raised its stake in shares of Broadcom by 0.4% in the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock valued at $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.

More Broadcom News

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

Insiders Place Their Bets

In other Broadcom news, CFO Kirsten M. Spears sold 36,292 shares of the business’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the completion of the sale, the chief financial officer directly owned 327,760 shares of the company’s stock, valued at approximately $105,407,616. The trade was a 9.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Charlie B. Kawwas sold 39,116 shares of the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the transaction, the insider owned 74,626 shares in the company, valued at approximately $24,000,467.86. The trade was a 34.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 528,970 shares of company stock valued at $177,150,321 over the last 90 days. Corporate insiders own 1.90% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Citigroup lifted their target price on shares of Broadcom from $458.00 to $475.00 and gave the company a “buy” rating in a research report on Thursday, March 5th. Robert W. Baird set a $420.00 price target on shares of Broadcom in a research report on Friday, December 12th. TD Cowen restated a “buy” rating on shares of Broadcom in a research note on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $430.00 price objective on Broadcom and gave the company a “buy” rating in a research note on Friday, December 12th. Finally, Royal Bank Of Canada dropped their target price on Broadcom from $370.00 to $340.00 and set a “sector perform” rating for the company in a report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Broadcom currently has an average rating of “Moderate Buy” and an average target price of $435.30.

Broadcom Stock Performance

Shares of Broadcom stock opened at $315.93 on Thursday. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The firm has a 50 day simple moving average of $331.36 and a 200 day simple moving average of $345.06. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The firm has a market cap of $1.50 trillion, a P/E ratio of 61.71, a P/E/G ratio of 0.69 and a beta of 1.22.

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 the consensus estimate of $2.03 by $0.02. The firm 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 for the quarter was up 29.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.60 EPS. Sell-side analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Announces Dividend

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

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.