Quadrant Private Wealth Management LLC lifted its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 34,107 shares of the semiconductor manufacturer’s stock after buying an additional 1,270 shares during the period. Broadcom comprises about 1.9% of Quadrant Private Wealth Management LLC’s holdings, making the stock its 9th largest position. Quadrant Private Wealth Management LLC’s holdings in Broadcom were worth $11,804,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of the stock. Baring Financial LLC grew its holdings in shares of Broadcom by 2.2% during the 4th quarter. Baring Financial LLC now owns 1,359 shares of the semiconductor manufacturer’s stock worth $470,000 after acquiring an additional 29 shares during the period. Five Oceans Advisors raised its position in shares of Broadcom by 0.4% in the 4th quarter. Five Oceans Advisors now owns 8,191 shares of the semiconductor manufacturer’s stock worth $2,835,000 after acquiring an additional 29 shares in the last quarter. Jackson Hole Capital Partners LLC lifted its stake in shares of Broadcom by 1.4% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after purchasing an additional 30 shares during the period. Private Wealth Partners LLC boosted its position in shares of Broadcom by 0.7% during the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after purchasing an additional 30 shares in the last quarter. Finally, Planning Alternatives Ltd. ADV boosted its position in shares of Broadcom by 1.4% during the third quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock valued at $715,000 after purchasing an additional 30 shares in the last quarter. 76.43% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth
AVGO has been the subject of a number of research reports. Seaport Research Partners reiterated a “neutral” rating on shares of Broadcom in a report on Wednesday, April 8th. Rosenblatt Securities restated a “buy” rating and set a $500.00 target price on shares of Broadcom in a report on Tuesday, April 7th. Wolfe Research raised shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 target price on the stock in a research report on Friday, January 30th. The Goldman Sachs Group reiterated a “buy” rating and issued a $450.00 price target on shares of Broadcom in a research note on Monday, January 5th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Broadcom in a research note on Friday, April 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $435.30.
Trending Headlines about Broadcom
Here are the key news stories impacting Broadcom this week:
- Positive Sentiment: Expanded Google Cloud collaboration — Broadcom expanded its Cloud Network Insights/network observability work (built on AppNeta), strengthening product penetration into multi‑cloud and hybrid enterprise networks and supporting recurring software revenue. Article Title
- Positive Sentiment: Multi‑year AI infrastructure deal with Meta — Broadcom and Meta announced a multi‑year partnership to support Meta’s AI infrastructure, reinforcing Broadcom’s exposure to hyperscaler capex for switches, networking and related software. Article Title
- Positive Sentiment: Analyst backing — Benchmark reiterated a Buy and $485 price target, citing the Meta partnership and AI demand as upside to Broadcom’s revenue and margin targets. Analyst support can bolster investor confidence and limit downside. Article Title
- Positive Sentiment: Enterprise AI platform expansion — Broadcom is extending AI capabilities via the VMware Tanzu platform (secure runtime for Autonomous AI), highlighting software and platform monetization beyond chips. Article Title
- Positive Sentiment: Institutional & insider interest — Recent filings show significant purchases by lawmakers and large holders (and notable stakes like Citadel), which can signal confidence from informed investors. Article Title
- Neutral Sentiment: Macro/earnings momentum — Coverage pieces highlight AVGO as one of a small group driving 2026 earnings growth (with NVDA), underlining strong estimate revisions but not an immediate catalyst by itself. Article Title
- Negative Sentiment: Valuation and profit‑taking risk — Separately, analysts and commentators question whether Broadcom’s rapid run (large YTD/1‑year gains) already prices in most growth, raising short‑term downside risk as investors lock in gains. Article Title
Insiders Place Their Bets
In other Broadcom news, CFO Kirsten M. Spears sold 36,292 shares of the business’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total value 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 approximately $105,407,616. The trade was a 9.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Mark David Brazeal sold 50,488 shares of the business’s stock in a transaction dated 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 transaction, the insider directly 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 324,282 shares of company stock worth $106,425,249 over the last three months. Company insiders own 1.90% of the company’s stock.
Broadcom Stock Down 0.6%
Shares of Broadcom stock opened at $419.94 on Friday. The company has a 50-day simple moving average of $339.09 and a two-hundred day simple moving average of $347.19. The stock has a market capitalization of $1.99 trillion, a PE ratio of 82.02, a price-to-earnings-growth ratio of 0.87 and a beta of 1.24. Broadcom Inc. has a 52-week low of $178.29 and a 52-week high of $429.31. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90.
Broadcom (NASDAQ:AVGO – Get Free Report) last posted its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, beating 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 firm had revenue of $19.31 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter in the prior year, the company posted $1.60 earnings per share. The business’s revenue for the quarter was up 29.5% on a year-over-year basis. On average, analysts anticipate that Broadcom Inc. will post 9.95 EPS for the current fiscal year.
Broadcom Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd were paid a $0.65 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.6%. Broadcom’s payout ratio is currently 50.78%.
Broadcom Company 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.
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