Krane Funds Advisors LLC Purchases 3,345 Shares of Broadcom Inc. $AVGO

Krane Funds Advisors LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 59.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,981 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,345 shares during the quarter. Broadcom makes up about 0.1% of Krane Funds Advisors LLC’s holdings, making the stock its 23rd largest position. Krane Funds Advisors LLC’s holdings in Broadcom were worth $3,123,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Longfellow Investment Management Co. LLC purchased a new position in shares of Broadcom during the 2nd quarter valued at $27,000. Teachers Insurance & Annuity Association of America bought a new position in shares of Broadcom during the 2nd quarter valued at about $28,000. New England Capital Financial Advisors LLC purchased a new position in shares of Broadcom during the 2nd quarter valued at about $31,000. JCIC Asset Management Inc. bought a new stake in Broadcom in the 3rd quarter worth approximately $31,000. Finally, Manning & Napier Advisors LLC purchased a new stake in Broadcom in the third quarter worth approximately $34,000. 76.43% of the stock is owned by institutional investors.

Broadcom Stock Performance

Shares of AVGO stock opened at $325.49 on Wednesday. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. The stock has a fifty day moving average of $336.79 and a 200 day moving average of $342.42. The firm has a market capitalization of $1.54 trillion, a price-to-earnings ratio of 68.38, a PEG ratio of 1.06 and a beta of 1.21. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, topping the consensus estimate of $1.87 by $0.08. The business had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The company’s revenue for the quarter was up 28.2% on a year-over-year basis. During the same period in the prior year, the business earned $1.42 EPS. As a group, research analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were issued a dividend of $0.65 per share. The ex-dividend date was Monday, December 22nd. This is a boost from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom’s dividend payout ratio is 54.62%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. The Goldman Sachs Group restated a “buy” rating and issued a $450.00 price objective on shares of Broadcom in a report on Monday, January 5th. Benchmark upped their price target on shares of Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadcom in a report on Monday, December 29th. Robert W. Baird set a $420.00 target price on Broadcom in a report on Friday, December 12th. Finally, Susquehanna reaffirmed a “positive” rating and issued a $450.00 price target (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $433.13.

Insider Activity at Broadcom

In other news, insider Charlie B. Kawwas sold 1,928 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total value of $631,998.40. Following the completion of the sale, the insider directly owned 23,582 shares in the company, valued at $7,730,179.60. This represents a 7.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Harry L. You acquired 1,000 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was bought at an average cost of $325.13 per share, for a total transaction of $325,130.00. Following the purchase, the director directly owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. This trade represents a 2.81% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold 779,101 shares of company stock valued at $283,804,325 over the last ninety days. Corporate insiders own 2.00% of the company’s stock.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: New product catalyst — Broadcom introduced its BroadPeak connectivity chip targeting 5G Advanced and 6G with ~40% lower power use; company forecasts AI revenue to double and strong semiconductor growth, which supports longer-term revenue upside. Read More.
• Positive Sentiment: Analyst upgrades — Zacks moved AVGO to a Buy (Rank #2), reflecting rising optimism on earnings prospects that can help demand for the shares ahead of results. Read More.
• Positive Sentiment: Wall Street bullishness — Analysts’ consensus price targets imply substantial upside (reports show ~30–35% potential), keeping a favorable institutional bias into earnings. Read More.
• Positive Sentiment: Institutional interest — Notable funds (including ARK) added shares and some firms raised estimates, signaling continued investor conviction in AVGO’s AI exposure and growth runway. Read More.
• Neutral Sentiment: Earnings preview — Multiple previews expect Broadcom to meet/beat revenue and EPS estimates, but markets will key on Q2 guidance, gross-margin trajectory and management commentary on AI mix. Upcoming report is the immediate catalyst to watch. Read More.
• Neutral Sentiment: Options positioning — Some traders recommend covered-put or other income strategies into the quarter, indicating cautious, income-focused positioning rather than outright directional conviction. Read More.
• Negative Sentiment: Analyst target trim — Citi reduced its price target (from $480 to $458) despite keeping a Buy, a modest signal that some sell‑side desks are tempering upside after recent guidance and margin discussion. Read More.
• Negative Sentiment: Near-term weakness & margin concerns — Recent coverage notes share declines and investor worry about gross-margin pressure from a faster-growing, lower‑margin AI mix; that uncertainty is pressuring the stock into earnings. Read More.

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.