Broadcom Inc. $AVGO Shares Acquired by Stonehage Fleming Financial Services Holdings Ltd

Stonehage Fleming Financial Services Holdings Ltd boosted its position in Broadcom Inc. (NASDAQ:AVGO) by 25.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 442,245 shares of the semiconductor manufacturer’s stock after purchasing an additional 90,054 shares during the period. Broadcom comprises 4.7% of Stonehage Fleming Financial Services Holdings Ltd’s investment portfolio, making the stock its 11th biggest position. Stonehage Fleming Financial Services Holdings Ltd’s holdings in Broadcom were worth $153,061,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Teachers Insurance & Annuity Association of America purchased a new position in shares of Broadcom in the second quarter valued at $28,000. JCIC Asset Management Inc. acquired a new position in shares of Broadcom during the 3rd quarter worth $31,000. Miller Global Investments LLC purchased a new stake in shares of Broadcom in the 4th quarter worth about $31,000. Manning & Napier Advisors LLC acquired a new stake in Broadcom in the 3rd quarter valued at about $34,000. Finally, Evolution Wealth Management Inc. acquired a new stake in Broadcom in the 2nd quarter valued at about $36,000. 76.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, insider Mark David Brazeal sold 50,488 shares of Broadcom stock in a transaction on Tuesday, March 17th. The stock was 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 of the company’s stock, valued at $89,450,145.60. The trade was a 15.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Charlie B. Kawwas sold 39,116 shares of the company’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total value 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 403,049 shares of company stock worth $133,459,315 in the last three months. 1.90% of the stock is currently owned by insiders.

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 Price Performance

NASDAQ:AVGO opened at $300.68 on Monday. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The firm has a market cap of $1.42 trillion, a price-to-earnings ratio of 58.73, a price-to-earnings-growth ratio of 0.64 and a beta of 1.22. The company’s 50-day moving average is $327.00 and its two-hundred day moving average is $344.74. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80.

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

Broadcom Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be issued a $0.65 dividend. The ex-dividend date is Monday, March 23rd. This represents a $2.60 annualized dividend and a yield of 0.9%. Broadcom’s payout ratio is 50.78%.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on AVGO shares. UBS Group set a $475.00 target price on shares of Broadcom and gave the stock a “buy” rating in a research report on Monday, December 15th. Citigroup increased their price target 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. Susquehanna reissued a “positive” rating and set a $450.00 price objective (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Piper Sandler restated an “overweight” rating and set a $430.00 price objective (up from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Finally, Benchmark reaffirmed a “buy” rating and issued a $485.00 target price on shares of Broadcom in a research note on Thursday, March 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $435.30.

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.