Broadcom Inc. $AVGO is BXM Wealth LLC’s 2nd Largest Position

BXM Wealth LLC lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 25.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,001 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,605 shares during the quarter. Broadcom accounts for about 5.5% of BXM Wealth LLC’s investment portfolio, making the stock its 2nd biggest position. BXM Wealth LLC’s holdings in Broadcom were worth $5,939,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC increased its holdings in Broadcom by 21.8% during the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after purchasing an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC grew its position 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 buying an additional 756 shares in the last quarter. United Bank increased its stake in shares of Broadcom by 76.5% in the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after buying an additional 1,014 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of Broadcom by 10.1% in the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after buying an additional 1,160 shares during the last quarter. Finally, Wedge Capital Management L L P NC raised its holdings in Broadcom by 9.3% in the second 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 acquiring an additional 446 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Insider Activity

In other Broadcom news, 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 completion of the transaction, 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 position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Harry L. You purchased 1,000 shares of the stock in a transaction dated Thursday, December 18th. The shares were acquired at an average cost 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 of the company’s stock, valued at approximately $11,900,408.26. This trade represents a 2.81% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 779,901 shares of company stock worth $284,069,237 over the last ninety days. 2.00% of the stock is currently owned by company insiders.

Broadcom Stock Down 5.4%

Broadcom stock opened at $332.60 on Wednesday. The firm has a market capitalization of $1.58 trillion, a P/E ratio of 69.87, a P/E/G ratio of 1.17 and a beta of 1.21. The company has a 50-day simple moving average of $358.46 and a 200-day simple moving average of $335.10. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71.

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

Broadcom Increases Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on AVGO. Royal Bank Of Canada began coverage on shares of Broadcom in a report on Wednesday, January 14th. They set a “sector perform” rating and a $370.00 price objective for the company. Oppenheimer lifted their price target on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research note on Friday, December 12th. Morgan Stanley upped their price objective on Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. TD Cowen lifted their target price on Broadcom from $405.00 to $450.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Finally, Barclays reissued an “overweight” rating and set a $500.00 price target (up from $450.00) on shares of Broadcom in a research report on Friday, December 12th. Three analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $438.61.

Trending Headlines about Broadcom

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

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.