Fifth Third Wealth Advisors LLC Boosts Holdings in Broadcom Inc. $AVGO

Fifth Third Wealth Advisors LLC raised its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 4.8% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 125,918 shares of the semiconductor manufacturer’s stock after acquiring an additional 5,803 shares during the period. Broadcom makes up about 1.5% of Fifth Third Wealth Advisors LLC’s investment portfolio, making the stock its 11th largest position. Fifth Third Wealth Advisors LLC’s holdings in Broadcom were worth $41,542,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Fountainhead AM LLC boosted its stake in shares of Broadcom by 2.5% during the 3rd quarter. Fountainhead AM LLC now owns 13,289 shares of the semiconductor manufacturer’s stock worth $4,384,000 after purchasing an additional 326 shares during the period. Radnor Capital Management LLC lifted its stake in Broadcom by 5.9% in the third quarter. Radnor Capital Management LLC now owns 6,751 shares of the semiconductor manufacturer’s stock worth $2,227,000 after purchasing an additional 379 shares during the last quarter. SC&H Financial Advisors Inc. boosted its position in shares of Broadcom by 2.0% during the third quarter. SC&H Financial Advisors Inc. now owns 3,416 shares of the semiconductor manufacturer’s stock valued at $1,127,000 after buying an additional 68 shares during the period. Moss Adams Wealth Advisors LLC grew its stake in shares of Broadcom by 2.3% during the third quarter. Moss Adams Wealth Advisors LLC now owns 18,127 shares of the semiconductor manufacturer’s stock valued at $5,980,000 after buying an additional 401 shares during the last quarter. Finally, Eagle Strategies LLC grew its stake in shares of Broadcom by 33.4% during the third quarter. Eagle Strategies LLC now owns 3,412 shares of the semiconductor manufacturer’s stock valued at $1,126,000 after buying an additional 854 shares during the last quarter. Institutional investors own 76.43% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. The Goldman Sachs Group reissued a “buy” rating and set a $450.00 price target on shares of Broadcom in a research note on Monday. Piper Sandler reiterated an “overweight” rating and set a $430.00 target price (up from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Susquehanna reissued a “positive” rating and set a $450.00 target price (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Cowen reaffirmed a “buy” rating on shares of Broadcom in a research note on Friday, December 12th. Finally, Evercore ISI lifted their price objective on shares of Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a report on Wednesday, October 15th. Three equities research 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. According to data from MarketBeat, Broadcom currently has an average rating of “Buy” and a consensus price target of $436.89.

Insider Activity

In other Broadcom news, insider Mark David Brazeal sold 30,000 shares of the stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total transaction of $10,413,600.00. Following the completion of the sale, the insider directly owned 210,573 shares of the company’s stock, valued at approximately $73,094,099.76. This represents a 12.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Harry L. You purchased 1,000 shares of the stock in a transaction dated Thursday, December 18th. The stock was purchased 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 directly owned 36,602 shares in the company, valued at approximately $11,900,408.26. This represents a 2.81% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 780,701 shares of company stock worth $284,349,357 over the last ninety days. 2.00% of the stock is currently owned by corporate insiders.

Broadcom Price Performance

Shares of AVGO opened at $332.48 on Friday. 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 company has a 50 day moving average price of $360.22 and a 200-day moving average price of $329.83. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The stock has a market capitalization of $1.58 trillion, a PE ratio of 69.85, a PEG ratio of 1.16 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating the consensus estimate 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 was up 28.2% compared to the same quarter last year. During the same period last year, the company posted $1.42 earnings per share. Equities analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a $0.65 dividend. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is presently 54.62%.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Quarterly results beat estimates and revenue growth provide a fundamental tailwind; strong margins and cash flow support the longer‑term story for AVGO. Record earnings and demand
• Positive Sentiment: Product/AI strategy: Broadcom launched a next‑gen Wi‑Fi 8 platform and APU aimed at AI-era connectivity, reinforcing its positioning in networking and AI infrastructure — a multi‑quarter revenue driver. Wi‑Fi 8 expands connectivity portfolio
• Neutral Sentiment: Analyst and editorial coverage remains mixed but constructive over a multi‑quarter view: several pieces highlight AVGO as an AI/infra compounder whose AI monetization may be more meaningful in H2 2026 — helpful for medium‑term estimates but not an immediate catalyst. Seeking Alpha valuation piece
• Negative Sentiment: Insider selling by senior management has spooked some investors: CEO Hock E. Tan sold 70,000 shares (~$24.3M) and director Mark Brazeal sold 30,000 shares (~$10.4M) on Jan. 6 — filings are public and the transactions have been cited in market coverage as a near‑term negative. CEO Form 4 Director Form 4
• Negative Sentiment: Near‑term guidance/margin concerns and valuation pressure after a large 2025 run have prompted selling in the short term; coverage and headlines are emphasizing the margin guidance softness as the primary driver of recent weakness. Why shares are falling

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.