Broadcom Inc. $AVGO Stock Holdings Lessened by St. Louis Financial Planners Asset Management LLC

St. Louis Financial Planners Asset Management LLC lessened its stake in Broadcom Inc. (NASDAQ:AVGO) by 11.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,826 shares of the semiconductor manufacturer’s stock after selling 1,828 shares during the period. Broadcom accounts for about 2.9% of St. Louis Financial Planners Asset Management LLC’s holdings, making the stock its 6th biggest position. St. Louis Financial Planners Asset Management LLC’s holdings in Broadcom were worth $4,785,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AVGO. Capital Counsel LLC NY acquired a new position in Broadcom during the second quarter worth $221,000. Waterloo Capital L.P. lifted its holdings in Broadcom by 7.0% in the second quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock valued at $13,331,000 after acquiring an additional 3,180 shares during the period. Providence First Trust Co lifted its holdings in Broadcom by 1,099.3% in the third quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock valued at $2,944,000 after acquiring an additional 8,179 shares during the period. RiverFront Investment Group LLC boosted its position in shares of Broadcom by 107.6% during the 2nd quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock worth $4,555,000 after purchasing an additional 8,566 shares in the last quarter. Finally, Whittier Trust Co. of Nevada Inc. boosted its position in shares of Broadcom by 3.4% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 323,587 shares of the semiconductor manufacturer’s stock worth $109,492,000 after purchasing an additional 10,786 shares in the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom began production‑volume shipments of the Tomahawk‑6 102.4 Tbps switch — a commercialization milestone that supports near‑term revenue from AI networking buildouts. Tomahawk‑6 Production Volume Shipping
• Positive Sentiment: Broadcom announced shipping the industry’s first end‑to‑end post‑quantum‑cryptography (PQC) safe, in‑flight network encryption solution — a product win that can expand enterprise networking addressable market. PQC Network Encryption Shipping
• Positive Sentiment: Quarterly results and commentary point to heavy AI-driven demand (semiconductor AI revenue up materially and hyperscaler ramps) and management guidance implying faster top‑line growth into Q2 — a tailwind for earnings expectations. Q1 Results & Guidance
• Positive Sentiment: Public confirmation of a custom‑chip relationship with Meta (MTIA) and new optical/400G products strengthen Broadcom’s positioning in hyperscaler AI networking and XPU ecosystems. Meta MTIA & Optical Tech
• Neutral Sentiment: Analyst reaction is mixed — several price‑target raises and bullish notes coexist with critical takes; consensus remains a “Moderate Buy” but creates two‑way trading pressure. Analyst Activity
• Negative Sentiment: Clustered insider selling: multiple executives (including CFO Kirsten Spears and other officers) sold large blocks on March 16–17, which can sap investor confidence and pressure the tape short‑term. Kirsten M. Spears Form 4 (SEC)
• Negative Sentiment: Cloud industry group has petitioned EU regulators for an interim measure over Broadcom’s changes to VMware programs, raising regulatory/legal uncertainty in Europe around its software franchise. EU Interim Measure Request (Reuters)
• Negative Sentiment: Technical downside risk: chart analysts flag a nine‑week symmetrical triangle with a potential breakdown and growing bearish momentum — this can amplify selling if key supports fail. Technical Breakdown Signal

Insider Transactions at Broadcom

In other news, insider S. Ram Velaga sold 38,841 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total value of $12,491,265.60. Following the completion of the transaction, the insider directly owned 96,147 shares of the company’s stock, valued at $30,920,875.20. The trade was a 28.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Mark David Brazeal sold 50,488 shares of the company’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $16,236,940.80. Following the completion of the sale, the insider owned 278,141 shares in the company, valued at $89,450,145.60. This represents a 15.36% 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 worth $177,150,321 in the last quarter. Insiders own 1.90% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on AVGO. JPMorgan Chase & Co. increased their price target on shares of Broadcom from $475.00 to $500.00 and gave the company an “overweight” rating in a report on Thursday, March 5th. KeyCorp reissued an “overweight” rating and set a $500.00 price objective (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $430.00 target price on shares of Broadcom and gave the stock a “buy” rating in a research report on Friday, December 12th. Wall Street Zen upgraded shares of Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Finally, Wells Fargo & Company raised Broadcom from an “equal weight” rating to an “overweight” rating and boosted their price target for the stock from $410.00 to $430.00 in a research note on Thursday, January 15th. 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’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $435.30.

Broadcom Price Performance

Shares of NASDAQ AVGO opened at $310.51 on Monday. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. The company’s 50-day moving average price is $330.43 and its 200 day moving average price is $345.61. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The stock has a market cap of $1.47 trillion, a price-to-earnings ratio of 60.65, a PEG ratio of 0.67 and a beta of 1.22.

Broadcom (NASDAQ:AVGO) last announced its earnings results 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 company had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter in the previous year, the business posted $1.60 earnings per share. The firm’s quarterly revenue was up 29.5% compared to the same quarter last year. As a group, research analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 23rd will be given 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 is Monday, March 23rd. Broadcom’s payout ratio is currently 50.78%.

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.