Farther Finance Advisors LLC Increases Position in Broadcom Inc. $AVGO

Farther Finance Advisors LLC increased its holdings in Broadcom Inc. (NASDAQ:AVGO) by 36.6% in the third quarter, HoldingsChannel.com reports. The firm owned 108,445 shares of the semiconductor manufacturer’s stock after buying an additional 29,051 shares during the quarter. Farther Finance Advisors LLC’s holdings in Broadcom were worth $35,777,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of AVGO. Vanguard Group Inc. grew its stake in Broadcom by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock valued at $133,261,046,000 after acquiring an additional 6,222,802 shares during the period. State Street Corp lifted its holdings in Broadcom by 0.5% during the second quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock valued at $51,071,601,000 after purchasing an additional 873,963 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Broadcom by 2.1% in the second quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer’s stock valued at $29,827,649,000 after purchasing an additional 2,226,585 shares during the period. Norges Bank acquired a new stake in shares of Broadcom in the second quarter valued at about $18,579,549,000. Finally, Invesco Ltd. increased its stake in shares of Broadcom by 8.4% during the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock worth $10,598,641,000 after purchasing an additional 2,978,768 shares in the last quarter. 76.43% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, Director Harry L. You bought 1,000 shares of Broadcom stock in a transaction on Thursday, December 18th. The shares were bought at an average cost of $325.13 per share, with a total value of $325,130.00. Following the completion of the purchase, the director directly owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. This trade represents a 2.81% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Charlie B. Kawwas sold 1,928 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total transaction of $631,998.40. Following the completion of the transaction, the insider owned 23,582 shares in the company, valued at $7,730,179.60. The trade was a 7.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 524,780 shares of company stock valued at $195,499,150 in the last quarter. Insiders own 2.00% of the company’s stock.

Broadcom Stock Performance

Shares of Broadcom stock opened at $350.18 on Friday. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The company has a market cap of $1.66 trillion, a price-to-earnings ratio of 73.57, a PEG ratio of 1.20 and a beta of 1.19. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. The business’s 50 day moving average price is $362.68 and its 200 day moving average price is $323.20.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The company had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the previous year, the company posted $1.42 earnings per share. The firm’s revenue for the quarter was up 28.2% compared to the same quarter last year. On average, research analysts predict that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The company also recently disclosed 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 an increase from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, December 22nd. Broadcom’s payout ratio is currently 54.62%.

Analyst Ratings Changes

A number of research analysts recently weighed in on AVGO shares. Morgan Stanley raised their price target on shares of Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Truist Financial raised their target price on Broadcom from $500.00 to $510.00 and gave the company a “buy” rating in a research report on Friday, December 19th. TD Cowen lifted their price target on Broadcom from $405.00 to $450.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Mizuho boosted 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. Finally, KeyCorp restated an “overweight” rating and issued a $500.00 price objective (up previously from $460.00) on shares of Broadcom in a report on Friday, December 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $436.33.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Q4 AI strength — Zacks highlights that Broadcom’s AI (XPU) momentum accelerated, with Q4 AI revenue rising ~74% to $6.5B, a swelling order backlog and a bullish 2026 revenue outlook. Strong AI revenue and backlog support upside for AVGO. Read More.
• Positive Sentiment: Analyst optimism — Cantor Fitzgerald and other outlets name Broadcom among semiconductors poised to outperform in 2026, reflecting favorable sell-side sentiment on AI exposure. Read More.
• Positive Sentiment: Buy-recommendation momentum & stock picks — Multiple publications (Finbold, The Motley Fool) list Broadcom among top AI buys and among names with heavy “Buy” analyst support heading into 2026, reinforcing demand-side narrative. Read More. • Read More.
• Positive Sentiment: Insider buy signals (small) — Reports show modest insider purchases (e.g., Harry You acquiring 1,000 shares) and a brief market reaction tying insider buying to intraday strength. These buys can be read as a minor vote of confidence. Read More. • Read More.
• Neutral Sentiment: Mixed market commentary — Several deep-dive pieces praise Broadcom’s AI role while flagging execution/valuation upside; options activity shows investor caution. These analyses temper but don’t overturn the bullish thesis. Read More. • Read More.
• Negative Sentiment: Large insider selling — Company insiders, including the CEO, have executed sizable sales (reports show total insider selling topping ~$100M and Hock Tan selling 130,000 shares), which is weighing on sentiment and raising governance/realization concerns. Read More. • Read More.
• Negative Sentiment: Margin and backlog concerns — Management warned gross margins will decline (driven by higher mix of system sales vs. chips), creating uncertainty about margin quality of the large AI backlog; markets sold the stock after the guidance. This is the primary driver of recent volatility. (Deep dive summary)
• Negative Sentiment: Rising short interest — Short interest rose notably in mid-December (reported ~69.8M shares, +23.8% month-over-month), which can amplify downside on negative headlines and shows some trader skepticism. (data entry)

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.