Broadcom Inc. $AVGO Stake Trimmed by S Bank Fund Management Ltd

S Bank Fund Management Ltd decreased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 4.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 68,156 shares of the semiconductor manufacturer’s stock after selling 2,950 shares during the quarter. Broadcom comprises about 3.0% of S Bank Fund Management Ltd’s portfolio, making the stock its 5th biggest holding. S Bank Fund Management Ltd’s holdings in Broadcom were worth $22,485,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of AVGO. New Republic Capital LLC boosted its position in Broadcom by 4.9% during the third quarter. New Republic Capital LLC now owns 8,536 shares of the semiconductor manufacturer’s stock worth $2,816,000 after acquiring an additional 401 shares during the last quarter. Stone House Investment Management LLC lifted its stake in Broadcom by 600.0% in the 3rd quarter. Stone House Investment Management LLC now owns 140 shares of the semiconductor manufacturer’s stock worth $46,000 after purchasing an additional 120 shares in the last quarter. Lynch Asset Management Inc. boosted its holdings in shares of Broadcom by 6.5% during the 3rd quarter. Lynch Asset Management Inc. now owns 18,000 shares of the semiconductor manufacturer’s stock worth $5,938,000 after purchasing an additional 1,100 shares during the last quarter. West Wealth Group LLC grew its position in shares of Broadcom by 2.4% in the third quarter. West Wealth Group LLC now owns 11,917 shares of the semiconductor manufacturer’s stock valued at $4,187,000 after purchasing an additional 276 shares in the last quarter. Finally, Tokio Marine Asset Management Co. Ltd. increased its holdings in shares of Broadcom by 12.8% in the third quarter. Tokio Marine Asset Management Co. Ltd. now owns 162,409 shares of the semiconductor manufacturer’s stock valued at $53,580,000 after purchasing an additional 18,477 shares during the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Analyst bullishness around AI upside — Jefferies named Broadcom one of three chip stocks with expected earnings upside as AI demand accelerates, reinforcing growth expectations for AVGO. 3 Chip Stocks to Buy for 2026, According to an Analyst
• Positive Sentiment: Higher Wall Street targets and estimates — KeyCorp reiterated an Overweight stance with a $500 price target and raised multi-quarter EPS projections, supporting upside expectations for growth and margins. KeyCorp estimates and rating
• Positive Sentiment: Institutional buying signal — Cathie Wood’s ARK added to Broadcom, a visible endorsement for growth-oriented investors focused on AI exposure. Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
• Positive Sentiment: Sell-side defense on competitive fears — Bernstein and Seeking Alpha pieces push back on AI-competition and margin worries, reducing tail-risk narratives that could have pressured shares. Bernstein Dismisses AI Competition Fears Surrounding Broadcom (AVGO)
• Positive Sentiment: Industry tailwind — TSMC’s strong results lifted chip stocks broadly, providing positive momentum for Broadcom as investors rotate into AI/infrastructure plays. Chip stocks pop after TSMC’s earnings beat
• Neutral Sentiment: RBC initiates coverage with Sector Perform — a neutral/steadying rating that removes uncertainty but doesn’t add strong buy-side pressure. RBC Capital initiates coverage of Broadcom
• Negative Sentiment: Debt issuance may worry some investors — Broadcom filed for a $4.5B senior notes offering to fund operations and repay loans; higher leverage or signaling needs for cash can temper sentiment. Broadcom Issues $4.5B in Notes as AI Concerns Linger
• Negative Sentiment: Insider selling headlines — recent reports of ~$490M in insider sales and a CEO sale (~$24M) are being viewed negatively by some investors as a signal of management liquidity or timing. Broadcom Insiders Sold US$490m Of Shares
• Negative Sentiment: Geopolitical risk — reports that China banned Broadcom’s cybersecurity products introduce potential revenue/market-access risk in a key region. China Just Banned Broadcom’s Cybersecurity Solutions
• Negative Sentiment: Valuation concerns — Zacks highlights a high price-to-sales multiple and flags the stock as overvalued, which can pressure momentum investors. At 15.93 P/S, Broadcom Is Overvalued

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on AVGO. Citigroup reissued a “buy” rating on shares of Broadcom in a research note on Thursday. Mizuho set a $480.00 price target on shares of Broadcom and gave the company an “outperform” rating in a research report on Friday, January 9th. 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 report on Wednesday, October 15th. Bank of America lifted their target price on shares of Broadcom from $460.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Finally, Morgan Stanley increased 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. Three analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $438.61.

Insider Buying and Selling at Broadcom

In other Broadcom news, CEO Hock E. Tan sold 130,000 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total value of $42,382,600.00. Following the completion of the transaction, the chief executive officer owned 595,638 shares in the company, valued at $194,189,900.76. The trade was a 17.92% decrease 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, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total value of $10,434,600.00. Following the completion of the sale, the chief financial officer owned 277,237 shares in the company, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 779,901 shares of company stock worth $284,069,237. 2.00% of the stock is currently owned by corporate insiders.

Broadcom Stock Up 2.5%

Shares of NASDAQ AVGO opened at $351.71 on Friday. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The business’s 50 day moving average is $358.98 and its two-hundred day moving average is $333.70. The firm has a market cap of $1.67 trillion, a price-to-earnings ratio of 73.89, a PEG ratio of 1.17 and a beta of 1.21. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76.

Broadcom (NASDAQ:AVGO) last posted 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. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter in the previous year, the business earned $1.42 EPS. The company’s quarterly revenue was up 28.2% compared to the same quarter last year. Research analysts predict that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

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

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.