Silver Oak Securities Incorporated decreased its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 32,681 shares of the semiconductor manufacturer’s stock after selling 2,957 shares during the period. Silver Oak Securities Incorporated’s holdings in Broadcom were worth $10,115,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. ROSS JOHNSON & Associates LLC raised its stake in shares of Broadcom by 1,320.0% in the 4th quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after acquiring an additional 66 shares during the period. SWAN Capital LLC increased its holdings in Broadcom by 261.9% during the 4th quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 55 shares during the period. Miller Global Investments LLC purchased a new position in Broadcom in the fourth quarter worth approximately $31,000. Nvest Wealth Strategies Inc. acquired a new position in shares of Broadcom during the fourth quarter worth $33,000. Finally, Family CFO Inc purchased a new position in shares of Broadcom in the 4th quarter valued at about $35,000. 76.43% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Broadcom
In related news, Director Gayla J. Delly sold 1,000 shares of Broadcom stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $358.31, for a total transaction of $358,310.00. Following the sale, the director owned 32,352 shares of the company’s stock, valued at $11,592,045.12. The trade was a 3.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Charlie B. Kawwas sold 10,000 shares of the business’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $345.23, for a total value of $3,452,300.00. Following the completion of the transaction, the insider owned 787,184 shares in the company, valued at approximately $271,759,532.32. This trade represents a 1.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 59,385 shares of company stock worth $21,301,057. 1.90% of the stock is currently owned by insiders.
Analyst Upgrades and Downgrades
Broadcom Stock Performance
NASDAQ AVGO opened at $365.02 on Monday. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.24 and a quick ratio of 2.01. The company has a market cap of $1.74 trillion, a P/E ratio of 60.84, a P/E/G ratio of 0.64 and a beta of 1.41. Broadcom Inc. has a 12 month low of $262.66 and a 12 month high of $495.00. The company has a 50-day moving average of $411.70 and a 200-day moving average of $363.08.
Broadcom (NASDAQ:AVGO – Get Free Report) last announced its quarterly earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share for the quarter, beating analysts’ consensus estimates of $2.40 by $0.04. The company had revenue of $22.19 billion for the quarter, compared to analyst estimates of $22.13 billion. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. Broadcom’s revenue for the quarter was up 47.9% on a year-over-year basis. During the same quarter last year, the business earned $1.58 EPS. As a group, equities analysts predict that Broadcom Inc. will post 10.24 earnings per share for the current year.
Broadcom Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd will be issued a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, June 22nd. Broadcom’s dividend payout ratio is currently 43.33%.
Key Stories Impacting Broadcom
Here are the key news stories impacting Broadcom this week:
- Positive Sentiment: OpenAI and Broadcom unveiled “Jalapeño,” a custom AI accelerator built for LLM inference, reinforcing Broadcom’s growing role in AI chip design and improving revenue visibility as deployment is expected in late 2026. Article Title
- Positive Sentiment: Additional coverage highlighted the Jalapeño AI accelerator as a sign that Broadcom is expanding its custom AI silicon roadmap, which could strengthen its position in high-margin AI infrastructure sales. Article Title
- Positive Sentiment: Analysts continue to view Broadcom as a favored long-term AI chip stock, with strong buy ratings reinforcing confidence in the company’s AI and networking growth outlook. Article Title
- Neutral Sentiment: A market note suggested investors may want to “buy the chip dip” and avoid hyperscalers for now, which is supportive for semiconductor names like Broadcom but does not specifically change AVGO’s fundamentals. Article Title
- Negative Sentiment: Broader AI-sector selloff headlines are weighing on sentiment across major tech leaders, suggesting valuation concerns may continue to pressure Broadcom despite its strong fundamentals. Article Title
- Negative Sentiment: One valuation-focused article argued that Broadcom and Marvell may face a “dangerous valuation gap,” which could raise investor concern that AVGO’s premium pricing is getting stretched. Article Title
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.
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