Brian Low Financial Group LLC Acquires 1,701 Shares of Broadcom Inc. $AVGO

Brian Low Financial Group LLC raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 22.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 9,183 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,701 shares during the period. Broadcom accounts for approximately 2.4% of Brian Low Financial Group LLC’s investment portfolio, making the stock its 7th largest holding. Brian Low Financial Group LLC’s holdings in Broadcom were worth $3,030,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of AVGO. Sawyer & Company Inc raised its position in shares of Broadcom by 62.1% during the 2nd quarter. Sawyer & Company Inc now owns 94 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 36 shares during the last quarter. Longfellow Investment Management Co. LLC purchased a new position in Broadcom during the second quarter worth $27,000. Legend Financial Advisors Inc. acquired a new position in shares of Broadcom in the second quarter worth $28,000. Teachers Insurance & Annuity Association of America purchased a new stake in shares of Broadcom in the second quarter valued at $28,000. Finally, LGT Financial Advisors LLC purchased a new stake in shares of Broadcom in the second quarter valued at $31,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Strong analyst conviction — multiple firms have reiterated Buy/Overweight ratings and raised price targets, supporting upside expectations and institutional demand. Broadcom Inc. (AVGO) up 51% YTD, Wall Street Still Sees 31% Upside
• Positive Sentiment: Sector tailwind from AI infrastructure — commentary on NVIDIA’s Groq deal highlights that as AI shifts from training to inference, networking and data‑center suppliers like Broadcom stand to benefit. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Positive Sentiment: Dividend increase and strong fundamentals — Broadcom recently raised its quarterly payout and continues to report outsized margins and revenue growth, which supports the long‑term income/quality case. MarketBeat: AVGO profile & dividend details
• Neutral Sentiment: Insider selling is heavy but partly explained — several late‑Dec Form 4s reflect RSU tax‑withholding or diversification through exchange funds, which reduces the outright negative signal for most sales. Broadcom’s Insider Selling: A Big Red Flag, or Business as Usual?
• Neutral Sentiment: Technical/market‑momentum questions — chart studies note the rally may be losing directional momentum, which can increase short‑term volatility despite the longer‑term bull case. Broadcom Stock: Is The Rally Losing Directional Momentum?
• Negative Sentiment: Large discretionary insider sales (CEO Hock Tan and other officers) — material reductions by executives draw investor scrutiny and can weigh on sentiment even when there are stated diversification/tax reasons. SEC Form 4: Hock Tan sale
• Negative Sentiment: Post‑earnings margin/guidance concerns — the Dec. earnings beat was followed by a sharp pullback as investors parsed flat non‑AI guidance and gross‑margin questions, which can cap near‑term upside. Post‑earnings selloff analysis

Insider Activity at Broadcom

In other Broadcom news, Director Harry L. You bought 1,000 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was purchased at an average price of $325.13 per share, with a total value of $325,130.00. Following the transaction, the director owned 36,602 shares in the company, valued at $11,900,408.26. This trade represents a 2.81% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO Hock E. Tan sold 100,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 23rd. The shares were sold at an average price of $345.65, for a total transaction of $34,565,000.00. Following the completion of the transaction, the chief executive officer owned 495,638 shares in the company, valued at $171,317,274.70. The trade was a 16.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 650,701 shares of company stock valued at $239,190,157 over the last three months. Insiders own 2.00% of the company’s stock.

Broadcom Stock Performance

Shares of AVGO stock opened at $349.85 on Wednesday. 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 firm has a market capitalization of $1.66 trillion, a price-to-earnings ratio of 73.50, a price-to-earnings-growth ratio of 1.19 and a beta of 1.19. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The company has a 50 day moving average price of $362.88 and a 200 day moving average price of $326.38.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. The company had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. Broadcom’s revenue for the quarter was up 28.2% on a year-over-year basis. During the same quarter last year, the business earned $1.42 EPS. Sell-side analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd will be given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. This is a boost from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend is Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Citigroup reiterated a “buy” rating and set a $480.00 price objective (up previously from $415.00) on shares of Broadcom in a research report on Friday, December 12th. KeyCorp reissued an “overweight” rating and issued a $500.00 price objective (up previously from $460.00) on shares of Broadcom in a research report on Friday, December 12th. Susquehanna reissued a “positive” rating and set a $450.00 price objective (up previously from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Wall Street Zen raised shares of Broadcom from a “hold” rating to a “buy” rating in a research note on Saturday, December 13th. Finally, Robert W. Baird set a $420.00 price target on Broadcom in a report on Friday, December 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $436.33.

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.