Blalock Williams LLC Purchases Shares of 2,742 Broadcom Inc. $AVGO

Blalock Williams LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 2,742 shares of the semiconductor manufacturer’s stock, valued at approximately $905,000.

Several other large investors also recently modified their holdings of AVGO. Brighton Jones LLC lifted its position in Broadcom by 21.8% during the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after acquiring an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Broadcom by 10.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after purchasing an additional 756 shares during the period. United Bank lifted its holdings in Broadcom by 76.5% during the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after purchasing an additional 1,014 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Broadcom by 10.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock valued at $3,499,000 after purchasing an additional 1,160 shares during the period. Finally, Wedge Capital Management L L P NC grew its holdings in Broadcom by 9.3% in the 2nd quarter. Wedge Capital Management L L P NC now owns 5,266 shares of the semiconductor manufacturer’s stock valued at $1,452,000 after buying an additional 446 shares in the last quarter. 76.43% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, CEO Hock E. Tan sold 70,000 shares of the stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total value of $24,311,000.00. Following the completion of the transaction, the chief executive officer owned 132,836 shares of the company’s stock, valued at $46,133,942.80. This represents a 34.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Kirsten M. Spears sold 30,000 shares of the business’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the sale, the chief financial officer directly owned 277,237 shares in the company, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 779,901 shares of company stock worth $284,069,237 in the last quarter. Corporate insiders own 2.00% of the company’s stock.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Citi and other sell‑side firms remain bullish on AVGO thanks to accelerating AI chip and networking sales and a strong backlog; elevated price targets are supporting investor conviction. Nvidia, Broadcom, NXP, Analog Devices are Citi’s top picks going into earnings
• Positive Sentiment: Multiple analysts have upgraded or reiterated bullish ratings (Wells Fargo, Mizuho, others) and some firms cite a $430–$480+ range of price targets — reinforcing medium‑term upside tied to AI demand. Why Wells Fargo just turned more bullish on Broadcom (AVGO)
• Positive Sentiment: Coverage highlights Broadcom’s strong Q4 backlog and VMware synergies, supporting longer‑term revenue and margin expansion expectations tied to AI infrastructure. Assessing Broadcom (AVGO) Valuation After Strong Backlog And AI Driven Growth Expectations
• Neutral Sentiment: Social and aggregator sites show heavy attention on AVGO for AI deals and institutional flows; chatter is mixed (bullish on deals, cautious on sustainability). This keeps sentiment volatile but not decisively one‑way. Broadcom Inc. Stock (AVGO) Opinions on AI Deals and Geopolitical Risks
• Neutral Sentiment: Comparative pieces weighing Broadcom versus peers (e.g., Nvidia) may redirect momentum between mega‑cap AI names, prompting rotation rather than a company‑specific thesis. Will Nvidia Break $300 in 2026 or Should You Buy Broadcom Stock Instead?
• Negative Sentiment: RBC’s initiation at Sector Perform specifically calls out margin and valuation risks despite AI upside — a notable cautious institutional voice that likely pressured the stock today. RBC initiates Broadcom (AVGO) at sector perform, flags margin and valuation risks despite AI upside
• Negative Sentiment: High reported insider selling (many executives selling shares recently) amplified by social posts and data aggregators is heightening short‑term concern and likely contributed to heavier selling volume. Broadcom Inc. Stock (AVGO) Opinions on AI Deals and Geopolitical Risks

Broadcom Stock Down 5.4%

NASDAQ AVGO opened at $332.60 on Wednesday. The business has a fifty day moving average price of $358.46 and a two-hundred day moving average price of $335.10. The stock has a market capitalization of $1.58 trillion, a PE ratio of 69.87, a PEG ratio of 1.17 and a beta of 1.21. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS 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 during the quarter, compared to analysts’ expectations of $17.46 billion. During the same quarter in the previous year, the firm earned $1.42 EPS. Broadcom’s revenue was up 28.2% on a year-over-year basis. Equities analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were issued a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is currently 54.62%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on AVGO. Cowen reissued a “buy” rating on shares of Broadcom in a report on Friday, December 12th. Royal Bank Of Canada started coverage on shares of Broadcom in a research note on Wednesday, January 14th. They issued a “sector perform” rating and a $370.00 price objective for the company. Bank of America increased their target price on shares of Broadcom from $460.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Susquehanna reiterated a “positive” rating and issued a $450.00 price target (up from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. Finally, UBS Group set a $475.00 price target on Broadcom and gave the stock a “buy” rating in a research report on Monday, December 15th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, Broadcom currently has an average rating of “Buy” and a consensus target price of $438.61.

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.