Broadcom Inc. $AVGO Shares Sold by Moody Lynn & Lieberson LLC

Moody Lynn & Lieberson LLC lowered its position in Broadcom Inc. (NASDAQ:AVGO) by 14.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 328,303 shares of the semiconductor manufacturer’s stock after selling 57,311 shares during the quarter. Broadcom accounts for about 6.0% of Moody Lynn & Lieberson LLC’s holdings, making the stock its 3rd largest position. Moody Lynn & Lieberson LLC’s holdings in Broadcom were worth $113,626,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of AVGO. Teachers Insurance & Annuity Association of America acquired a new position in shares of Broadcom in the second quarter valued at $28,000. JCIC Asset Management Inc. acquired a new stake in Broadcom during the third quarter worth $31,000. Miller Global Investments LLC acquired a new stake in Broadcom during the fourth quarter worth $31,000. Manning & Napier Advisors LLC bought a new stake in Broadcom in the 3rd quarter valued at $34,000. Finally, Evolution Wealth Management Inc. bought a new stake in Broadcom in the 2nd quarter valued at $36,000. Institutional investors and hedge funds own 76.43% of the company’s stock.

Broadcom Price Performance

Shares of NASDAQ:AVGO opened at $314.55 on Friday. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. 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’s fifty day moving average is $324.73 and its 200-day moving average is $343.04. The company has a market capitalization of $1.49 trillion, a PE ratio of 61.44, a P/E/G ratio of 0.67 and a beta of 1.24.

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 business had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter last year, the company posted $1.60 EPS. The firm’s revenue for the quarter was up 29.5% on a year-over-year basis. Equities research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

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

Analyst Upgrades and Downgrades

AVGO has been the subject of a number of analyst reports. Morgan Stanley raised 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. JPMorgan Chase & Co. upped their target price on shares of Broadcom from $475.00 to $500.00 and gave the company an “overweight” rating in a research note on Thursday, March 5th. Truist Financial increased their price target on shares of Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Erste Group Bank cut shares of Broadcom from a “buy” rating to a “hold” rating in a research note on Thursday. Finally, TD Cowen reaffirmed a “buy” rating on shares of Broadcom in a report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $435.30.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Five‑year, $970M blanket purchase agreement with the Defense Information Systems Agency (DISA) via partner Carahsoft boosts recurring software/government revenue visibility and demonstrates Broadcom’s traction in public‑sector contracts. Broadcom (AVGO) and Carahsoft Announce $970M BPA with DISA
• Positive Sentiment: Appointment of Alphabet finance executive Amie Thuener as CFO (effective June 12) is framed as a governance/operational positive — adds Big Tech financial experience as Broadcom scales its AI chip and software businesses. Broadcom taps Alphabet executive Amie Thuener as next CFO
• Positive Sentiment: High‑profile investor support: reports that Ray Dalio remains bullish on Broadcom add institutional endorsement to the AI/software growth narrative. Broadcom Inc. (AVGO): Billionaire Ray Dalio Continues to Be Bullish
• Neutral Sentiment: Analyst and market commentary continues to emphasize Broadcom’s AI upside and long‑term moat, while noting the story is still early — supportive for sentiment but reliant on execution and product ramp. Broadcom’s AI Story Is Still Early
• Negative Sentiment: Broker downgrade: Erste Group cut AVGO from “buy” to “hold,” which can pressure flows and investor conviction in the near term. Finviz / coverage note
• Negative Sentiment: Insider selling: co‑founder Henry Samueli disclosed a record sale, drawing attention and potentially heightening investor caution about timing and valuation. What Henry Samueli’s Record Broadcom Sale Signals For AVGO Shareholders
• Negative Sentiment: Macro/sector risk: recent chip‑stock selloff tied to geopolitical tensions (Iran conflict, supply‑chain concerns) and a post‑earnings pullback (Zacks notes a ~5.5% decline since results) weigh on short‑term performance. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard.

Insider Activity at Broadcom

In other news, insider Charlie B. Kawwas sold 39,116 shares of Broadcom stock in a transaction that occurred 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 in the company, valued at approximately $24,000,467.86. The trade was a 34.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Kirsten M. Spears sold 36,292 shares of Broadcom stock in a transaction that occurred 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 completion of the transaction, the chief financial officer owned 327,760 shares of the company’s stock, valued at $105,407,616. This trade represents a 9.97% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 373,049 shares of company stock valued at $123,024,715. Insiders own 1.90% of the company’s stock.

About Broadcom

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.