Decker Retirement Planning Inc. Purchases New Position in Broadcom Inc. $AVGO

Decker Retirement Planning Inc. bought a new stake in shares of Broadcom Inc. (NASDAQ:AVGO) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 11,605 shares of the semiconductor manufacturer’s stock, valued at approximately $3,829,000. Broadcom accounts for 2.1% of Decker Retirement Planning Inc.’s portfolio, making the stock its 12th largest holding.

Several other large investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC purchased a new stake in shares of Broadcom during the 2nd quarter valued at about $27,000. Legend Financial Advisors Inc. bought a new stake in Broadcom during the second quarter valued at approximately $28,000. Teachers Insurance & Annuity Association of America purchased a new stake in Broadcom during the second quarter valued at approximately $28,000. LGT Financial Advisors LLC purchased a new stake in Broadcom during the second quarter valued at approximately $31,000. Finally, New England Capital Financial Advisors LLC bought a new position in Broadcom in the second quarter worth approximately $31,000. Institutional investors own 76.43% of the company’s stock.

Broadcom Stock Up 2.5%

Shares of AVGO opened at $351.71 on Friday. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The stock has a market capitalization of $1.67 trillion, a price-to-earnings ratio of 73.89, a price-to-earnings-growth ratio of 1.17 and a beta of 1.21. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The business’s 50 day simple moving average is $358.98 and its 200-day simple moving average is $333.70.

Broadcom (NASDAQ:AVGO) last posted its 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 firm had revenue of $18.02 billion during 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% compared to the same quarter last year. During the same period last year, the firm posted $1.42 earnings per share. As a group, equities analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

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

Broadcom News Roundup

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

Analysts Set New Price Targets

Several equities research analysts recently issued reports on AVGO shares. The Goldman Sachs Group reissued a “buy” rating and issued a $450.00 target price on shares of Broadcom in a report on Monday, January 5th. Royal Bank Of Canada assumed coverage on Broadcom in a research note on Wednesday. They set a “sector perform” rating and a $370.00 target price on the stock. Rosenblatt Securities upped their price target on Broadcom from $400.00 to $440.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Susquehanna reaffirmed a “positive” rating and set a $450.00 price objective (up from $400.00) on shares of Broadcom in a report on Thursday, December 4th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $438.61.

Insider Buying and Selling at Broadcom

In related news, CEO Hock E. Tan sold 130,000 shares of Broadcom stock in a transaction dated Thursday, December 18th. The stock was 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 approximately $194,189,900.76. This trade represents a 17.92% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Henry Samueli sold 320,316 shares of the company’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $400.53, for a total value of $128,296,167.48. Following the sale, the director owned 37,326,540 shares in the company, valued at approximately $14,950,399,066.20. This trade represents a 0.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 779,901 shares of company stock worth $284,069,237 in the last 90 days. 2.00% of the stock is currently owned by insiders.

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.