Harry You Acquires 1,000 Shares of Broadcom (NASDAQ:AVGO) Stock

Broadcom Inc. (NASDAQ:AVGO) Director Harry You bought 1,000 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were bought at an average price of $325.13 per share, for a total transaction of $325,130.00. Following the completion of the acquisition, the director owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. This represents a 2.81% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at the SEC website.

Broadcom Stock Performance

Shares of NASDAQ AVGO opened at $349.32 on Wednesday. The business’s 50-day simple moving average is $362.78 and its 200-day simple moving average is $322.82. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The firm has a market cap of $1.66 trillion, a price-to-earnings ratio of 73.39, a P/E/G ratio of 1.17 and a beta of 1.19.

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

Broadcom Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Monday, December 22nd will be issued a $0.65 dividend. This is a boost from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date is Monday, December 22nd. This represents a $2.60 annualized dividend and a yield of 0.7%. Broadcom’s payout ratio is 54.62%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Wall Street Zen raised Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Oppenheimer lifted their price target on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $430.00 price target on Broadcom and gave the stock a “buy” rating in a report on Friday, December 12th. Evercore ISI raised their price objective on shares of Broadcom from $342.00 to $403.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Broadcom in a research note on Monday, December 15th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Broadcom presently has a consensus rating of “Buy” and a consensus target price of $436.33.

Institutional Investors Weigh In On Broadcom

A number of institutional investors have recently bought and sold shares of AVGO. Brighton Jones LLC boosted its holdings in Broadcom by 21.8% during the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after purchasing an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Broadcom by 10.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after buying an additional 756 shares during the period. United Bank boosted its stake in Broadcom by 76.5% in the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock valued at $392,000 after buying an additional 1,014 shares in the last quarter. Martingale Asset Management L P grew its position in Broadcom by 1.3% in the first quarter. Martingale Asset Management L P now owns 3,876 shares of the semiconductor manufacturer’s stock valued at $649,000 after acquiring an additional 48 shares during the period. Finally, AlphaQuest LLC raised its stake in Broadcom by 633.3% during the first quarter. AlphaQuest LLC now owns 704 shares of the semiconductor manufacturer’s stock worth $118,000 after acquiring an additional 608 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Key Stores Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Truist raised its price target to $510, adding to recent upward revisions that bolster buy-side momentum and give institutional investors cover to add shares. Read More.
• Positive Sentiment: Strong AI growth thesis: reports highlight management guidance and analyst estimates showing very large AI revenue and FCF expansion (Seeking Alpha notes >150% AI revenue and ~60% FCF growth for FY2026), supporting higher valuation multiples if delivered. Read More.
• Positive Sentiment: Market narrative shift to backlog/supply wins: commentary says investors are re‑rating AVGO on its ability to convert a reported ~$73B AI order book into durable revenue rather than focusing only on near‑term margins. Read More.
• Positive Sentiment: Dividend increase signals strong cash flow and may attract income investors; the higher payout also complements the growth narrative. Read More.
• Positive Sentiment: Insider buy: director Harry L. You purchased 1,000 shares (~$325k), a modest but helpful signal of insider conviction amid mixed insider activity. Read More.
• Neutral Sentiment: Deep-dive pieces on international revenue mix and options/flow activity are informative for modeling revenue exposure and short-term volatility but are not immediate fundamentals changes. Read More.
• Neutral Sentiment: Social-media and forum chatter (Quiver/other aggregators) show mixed reactions — heavy bullish posts on AI revenue are balanced by debate over non‑AI flatness; this amplifies intraday moves but is an unreliable signal for fundamentals. Read More.
• Negative Sentiment: Large insider sale: CEO Hock E. Tan sold 130,000 shares (~$42.4M), materially reducing his stake — a move that can spook investors and weighs on sentiment despite other buys. Read More.
• Negative Sentiment: Multiple other insider sales and recent selling by some senior officers amplify the negative signal from insider transactions. Read More.
• Negative Sentiment: Post‑earnings pullback and valuation concerns: AVGO is down materially since the Dec. 11 results (~19% noted) and outlets like Barron’s flag potential overvaluation, which could cap upside if AI growth expectations moderate. Read More. 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.