Fort Washington Investment Advisors Inc. OH Sells 56,239 Shares of Broadcom Inc. $AVGO

Fort Washington Investment Advisors Inc. OH lessened its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 11.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 436,653 shares of the semiconductor manufacturer’s stock after selling 56,239 shares during the quarter. Broadcom comprises about 0.8% of Fort Washington Investment Advisors Inc. OH’s investment portfolio, making the stock its 27th largest position. Fort Washington Investment Advisors Inc. OH’s holdings in Broadcom were worth $151,126,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Baker Chad R acquired a new stake in Broadcom in the fourth quarter worth about $1,548,000. West Financial Advisors LLC raised its holdings in Broadcom by 9.9% during the 4th quarter. West Financial Advisors LLC now owns 379 shares of the semiconductor manufacturer’s stock worth $131,000 after purchasing an additional 34 shares during the last quarter. Kathmere Capital Management LLC lifted its position in Broadcom by 32.3% during the 4th quarter. Kathmere Capital Management LLC now owns 12,291 shares of the semiconductor manufacturer’s stock valued at $4,254,000 after purchasing an additional 3,003 shares during the period. CPA Asset Management Group LLC acquired a new position in Broadcom during the 4th quarter valued at about $434,000. Finally, NatWest Group plc boosted its stake in shares of Broadcom by 1.6% in the 4th quarter. NatWest Group plc now owns 53,797 shares of the semiconductor manufacturer’s stock valued at $18,619,000 after purchasing an additional 868 shares during the last quarter. Institutional investors own 76.43% of the company’s stock.

Broadcom Price Performance

Shares of AVGO opened at $300.68 on Monday. 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 stock has a 50 day simple moving average of $327.00 and a 200 day simple moving average of $344.74. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The firm has a market capitalization of $1.42 trillion, a PE ratio of 58.73, a P/E/G ratio of 0.64 and a beta of 1.22.

Broadcom (NASDAQ:AVGO) last posted 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. The business had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.Broadcom’s revenue for the quarter was up 29.5% compared to the same quarter last year. During the same period in the prior year, the business earned $1.60 EPS. Sell-side analysts predict that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd will be given 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 0.9%. Broadcom’s dividend payout ratio is currently 50.78%.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Morgan Stanley lifted their price target on shares of Broadcom from $462.00 to $470.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. UBS Group set a $475.00 price objective on shares of Broadcom and gave the company a “buy” rating in a research note on Monday, December 15th. Susquehanna reaffirmed a “positive” rating and set a $450.00 target price (up from $400.00) on shares of Broadcom in a report on Thursday, December 4th. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadcom in a research report on Monday, December 29th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $450.00 price target on shares of Broadcom in a research note on Monday, January 5th. 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 company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $435.30.

Insider Activity at Broadcom

In related news, CFO Kirsten M. Spears sold 36,292 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the sale, the chief financial officer directly owned 327,760 shares in the company, valued at $105,407,616. This trade represents a 9.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider S. Ram Velaga sold 38,841 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $12,491,265.60. Following the completion of the sale, the insider directly owned 96,147 shares in the company, valued at $30,920,875.20. This represents a 28.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 403,049 shares of company stock valued at $133,459,315 over the last three months. Insiders own 1.90% of the company’s stock.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: OpenAI partnership: Broadcom struck a multiyear deal to co-develop custom AI accelerators, positioning AVGO as a strategic supplier for OpenAI and signaling material addressable revenue from bespoke AI silicon and related infrastructure. OpenAI Just Became Broadcom’s Newest Chip Customer
• Positive Sentiment: Analyst upgrades: Erste Group sharply raised estimates (FY2026 to ~$9.80 EPS and FY2027 to ~$16.55 EPS), implying much stronger earnings power than consensus and supporting a higher valuation if AI wins scale as expected.
• Positive Sentiment: Thesis reinforcement from market commentary: Multiple bullish write-ups highlight Broadcom’s expanding role across custom AI silicon, networking and software for hyperscalers — a structural growth story that investors view as durable despite recent volatility. Broadcom (AVGO) Powers the AI Boom — Bullish despite the Pullback
• Neutral Sentiment: Price-target / multi‑year outlook pieces: Analysts and retail sites are publishing 3‑year AVGO price predictions and scenario analyses reflecting both upside from AI exposure and risk from lofty multiples. Broadcom Stock Price Prediction: Where Will AVGO Be in 3 Years?
• Neutral Sentiment: Buy-the-dip narratives: Several outlets argue the ~24% pullback is a buying opportunity tied to the OpenAI deal and secular AI demand, but these are thesis-driven and hinge on execution. Is the 24% Dip a Golden Buying Opportunity?
• Neutral Sentiment: Macro/sector context: Coverage noting that tech earnings have grown but some ETFs (and segments) lag share-price recovery, which can keep trading volatile for large-cap semiconductors like AVGO. As Tech Earnings Grow, This ETF Still Hasn’t Caught Up (AVGO)
• Negative Sentiment: Insider selling: Reports of insiders selling shares have raised near‑term sentiment concerns and may amplify downside during a broader pullback, even if strategic fundamentals remain intact. Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

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.