YHB Investment Advisors Inc. Raises Stake in Broadcom Inc. $AVGO

YHB Investment Advisors Inc. raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 76.7% during the third quarter, HoldingsChannel reports. The firm owned 34,023 shares of the semiconductor manufacturer’s stock after purchasing an additional 14,772 shares during the period. YHB Investment Advisors Inc.’s holdings in Broadcom were worth $11,949,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. State Street Corp raised its stake in Broadcom by 8.7% in the second quarter. State Street Corp now owns 208,031,610 shares of the semiconductor manufacturer’s stock worth $75,367,711,000 after buying an additional 16,651,378 shares in the last quarter. Bank of America Corp DE raised its position in shares of Broadcom by 4.6% in the 2nd quarter. Bank of America Corp DE now owns 61,423,013 shares of the semiconductor manufacturer’s stock worth $23,202,543,000 after acquiring an additional 2,685,916 shares in the last quarter. Wellington Management Group LLP lifted its stake in shares of Broadcom by 3.8% during the 2nd quarter. Wellington Management Group LLP now owns 51,580,703 shares of the semiconductor manufacturer’s stock worth $19,484,611,000 after purchasing an additional 1,892,721 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Broadcom by 2.9% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 40,180,530 shares of the semiconductor manufacturer’s stock valued at $15,178,195,000 after purchasing an additional 1,140,598 shares in the last quarter. Finally, Legal & General Group Plc purchased a new position in Broadcom in the second quarter valued at about $11,998,148,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on AVGO shares. Bank of America reduced their target price on shares of Broadcom from $530.00 to $460.00 and set a “buy” rating for the company in a report on Thursday, September 3rd. Cantor Fitzgerald increased their target price on shares of Broadcom from $525.00 to $600.00 and gave the company an “overweight” rating in a research report on Thursday, September 3rd. Erste Group Bank restated a “hold” rating on shares of Broadcom in a research note on Tuesday, July 7th. Rosenblatt Securities started coverage on shares of Broadcom in a report on Thursday, September 3rd. They issued a “buy” rating and a $600.00 price target on the stock. Finally, TD Cowen reaffirmed a “buy” rating and set a $475.00 price target (down from $500.00) on shares of Broadcom in a research report on Thursday, September 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $527.20.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom is reportedly arranging more than $50 billion in financing for custom AI chips being developed with OpenAI. The size of the proposed deal highlights strong expected demand for Broadcom’s custom accelerators and could materially expand its AI revenue opportunity. Apollo Global Management and Blackstone are among the potential lenders, although discussions remain preliminary. Broadcom seeks more than $50 billion to finance OpenAI AI chips
• Positive Sentiment: At the 2026 OCP Global Summit, Broadcom showcased networking technologies designed to support scale-up, scale-out and scale-across AI clusters. The announcements reinforce its position as a supplier of both custom AI silicon and the networking infrastructure needed by hyperscale data centers. Broadcom Redefines AI Infrastructure with Industry-Leading Networking Innovations
• Neutral Sentiment: Options activity was unusually bullish, with investors purchasing approximately 426,000 AVGO call options—about 34% above average volume. This signals speculative optimism but does not change Broadcom’s underlying financial outlook.
• Negative Sentiment: Investors are concerned that financing tens of billions of dollars for AI chips could increase credit and customer-concentration risk. Critics also warn that chips may become obsolete before long-term loans mature, potentially leaving Broadcom or its customers exposed if AI spending slows. The uncertainty is particularly significant because Broadcom trades at roughly 46 times earnings and has already delivered substantial AI-driven growth expectations.

Insider Buying and Selling

In other Broadcom news, insider Mark Brazeal sold 25,000 shares of Broadcom stock in a transaction that occurred on Friday, July 10th. The shares were sold at an average price of $401.33, for a total transaction of $10,033,250.00. Following the completion of the sale, the insider directly owned 194,989 shares in the company, valued at approximately $78,254,935.37. The trade was a 11.36% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Insiders own 1.90% of the company’s stock.

Broadcom Stock Performance

Shares of AVGO traded down $15.18 during trading hours on Thursday, reaching $361.33. 12,469,466 shares of the company traded hands, compared to its average volume of 25,045,338. The company has a quick ratio of 2.29, a current ratio of 2.50 and a debt-to-equity ratio of 0.57. The business has a fifty day moving average price of $372.35 and a 200-day moving average price of $382.17. Broadcom Inc. has a 12-month low of $289.96 and a 12-month high of $495.00. The stock has a market capitalization of $1.72 trillion, a P/E ratio of 46.14 and a beta of 1.46.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings results on Wednesday, September 2nd. The semiconductor manufacturer reported $3.32 EPS for the quarter, topping analysts’ consensus estimates of $3.22 by $0.10. The company had revenue of $29.59 billion during the quarter, compared to analysts’ expectations of $29.24 billion. Broadcom had a return on equity of 48.33% and a net margin of 42.94%.The firm’s revenue was up 85.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.69 EPS. Equities analysts anticipate that Broadcom Inc. will post 10.37 EPS for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Monday, September 21st were given a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, September 21st. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. Broadcom’s dividend payout ratio (DPR) is currently 33.21%.

Broadcom Company Profile

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops, and supplies semiconductor and infrastructure software products. Its semiconductor solutions support wired and wireless communications, data center networking, broadband access, storage, industrial applications, and other markets.

The company’s semiconductor portfolio includes networking and switching products, custom application-specific integrated circuits, wireless connectivity components, radio-frequency devices, optical components, and storage-related solutions.