Broadcom Inc. $AVGO Stock Holdings Increased by Nations Financial Group Inc. IA ADV

Nations Financial Group Inc. IA ADV raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 11.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 58,358 shares of the semiconductor manufacturer’s stock after acquiring an additional 6,196 shares during the period. Broadcom makes up 1.1% of Nations Financial Group Inc. IA ADV’s holdings, making the stock its 17th largest position. Nations Financial Group Inc. IA ADV’s holdings in Broadcom were worth $20,198,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Arrowstreet Capital Limited Partnership raised its stake in shares of Broadcom by 499.4% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 5,634,232 shares of the semiconductor manufacturer’s stock worth $1,858,789,000 after buying an additional 4,694,313 shares in the last quarter. Nordea Investment Management AB raised its stake in shares of Broadcom by 47.5% in the 4th quarter. Nordea Investment Management AB now owns 9,814,757 shares of the semiconductor manufacturer’s stock worth $3,406,211,000 after buying an additional 3,160,586 shares in the last quarter. Danske Bank A S bought a new stake in shares of Broadcom in the 3rd quarter worth $987,488,000. Massachusetts Financial Services Co. MA raised its stake in shares of Broadcom by 41.6% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 8,520,644 shares of the semiconductor manufacturer’s stock worth $2,811,046,000 after buying an additional 2,503,304 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV raised its stake in shares of Broadcom by 212.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 1,016,048 shares of the semiconductor manufacturer’s stock worth $332,714,000 after buying an additional 1,919,017 shares in the last quarter. Institutional investors own 76.43% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the company. Truist Financial boosted their price objective on Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Rosenblatt Securities reissued a “buy” rating and issued a $500.00 price objective on shares of Broadcom in a research note on Tuesday, April 7th. Bank of America dropped their price objective on Broadcom from $500.00 to $450.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. Royal Bank Of Canada dropped their price objective on Broadcom from $370.00 to $340.00 and set a “sector perform” rating on the stock in a research note on Monday, March 2nd. Finally, Erste Group Bank downgraded Broadcom from a “buy” rating to a “hold” rating in a research note on Thursday, April 2nd. Two analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Broadcom presently has an average rating of “Moderate Buy” and a consensus target price of $435.30.

Insiders Place Their Bets

In related 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 transaction of $16,236,940.80. Following the completion of the sale, the insider owned 278,141 shares of the company’s stock, valued at approximately $89,450,145.60. This trade represents a 15.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Charlie B. Kawwas sold 39,116 shares of Broadcom 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 sale, the insider directly owned 74,626 shares of the company’s stock, valued at approximately $24,000,467.86. The trade was a 34.39% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 324,282 shares of company stock worth $106,425,249. 1.90% of the stock is owned by corporate insiders.

Broadcom Stock Performance

Shares of NASDAQ AVGO opened at $422.65 on Thursday. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80. The stock has a market capitalization of $2.00 trillion, a price-to-earnings ratio of 82.55, a PEG ratio of 0.83 and a beta of 1.24. The stock’s fifty day simple moving average is $337.32 and its 200 day simple moving average is $346.68. Broadcom Inc. has a 52-week low of $175.82 and a 52-week high of $423.20.

Broadcom (NASDAQ:AVGO) last issued 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 return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same period in the previous year, the firm posted $1.60 EPS. The company’s quarterly revenue was up 29.5% on a year-over-year basis. As a group, sell-side analysts forecast that Broadcom Inc. will post 9.95 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd were issued a dividend of $0.65 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.6%. Broadcom’s payout ratio is currently 50.78%.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom unveiled a secure runtime for Autonomous AI via the VMware Tanzu Platform, extending its AI software footprint into enterprise agent workloads — a move that broadens high‑margin software revenue potential. Broadcom Inc. (AVGO) Extends AI Reach with VMware Tanzu Platform for Enterprise AI
• Positive Sentiment: Broadcom expanded collaboration with Google Cloud on Cloud Network Insights (via AppNeta), strengthening its cloud observability offerings and ties with a hyperscaler — supportive for recurring software/services revenue. Broadcom Expands Collaboration with Google Cloud on Cloud Network Insights
• Positive Sentiment: Benchmark reiterated a Buy and $485 price target, citing the Meta AI partnership and scope for Broadcom to exceed its AI revenue targets — analyst support can drive buying momentum. Benchmark Bullish on Broadcom (AVGO), Here’s What the Firm Thinks About Meta Deal
• Positive Sentiment: Broadcom and Meta extended their AI pact into 2029, signaling multi‑year revenue visibility from hyperscaler partnerships and reinforcing investor confidence in sustained AI demand. Broadcom and Meta Extend AI Pact Into 2029 as Shares Climb to $400
• Positive Sentiment: Broadcom launched Arcot Smart Ruleset, an AI-driven payments fraud product, diversifying its AI exposure into fintech security — a potential new software revenue stream outside semiconductors. Broadcom Extends AI Story With Arcot Smart Ruleset In Payments
• Neutral Sentiment: Media pieces and lists (Zacks, Yahoo) continue to position Broadcom among top AI infrastructure names, keeping sentiment favorable but already priced into a rally. 5 Top-Ranked AI Infrastructure Bigwigs for Sparkling Returns in 2026
• Neutral Sentiment: Insider/congressional filings and notable trades (lawmakers, Pelosi disclosures) have shown purchases in AVGO, which can bolster retail/flow interest but are not fundamental proof of future performance. Lawmakers Bet Big on These 3 Stocks—Should You? (AVGO)
• Neutral Sentiment: Shareholders approved the board, auditor and executive pay at the annual meeting — reduces governance uncertainty but is unlikely to move fundamentals materially. Broadcom Shareholders Back Board, Auditor and Executive Pay
• Negative Sentiment: Valuation skepticism: analyses flag that Broadcom’s sharp run (one‑year surge) leaves it richly priced, which raises risk of multiple contraction if growth disappoints. Is Broadcom (AVGO) Pricing In Too Much After Its 139% One Year Surge?

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.