Franchise Capital Ltd Acquires New Holdings in Broadcom Inc. $AVGO

Franchise Capital Ltd bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO) in the third quarter, HoldingsChannel.com reports. The firm bought 8,290 shares of the semiconductor manufacturer’s stock, valued at approximately $2,735,000. Broadcom makes up 1.2% of Franchise Capital Ltd’s portfolio, making the stock its 8th largest position.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC boosted 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 valued at $6,882,000 after purchasing an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Broadcom by 10.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after buying an additional 756 shares in the last quarter. United Bank grew its position in shares of Broadcom by 76.5% in the 1st 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 raised its stake in shares of Broadcom by 10.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after acquiring an additional 1,160 shares in the last quarter. Finally, Wedge Capital Management L L P NC lifted its position in Broadcom by 9.3% during 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 during the last quarter. Institutional investors own 76.43% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on AVGO shares. Wall Street Zen raised shares of Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Citigroup restated a “buy” rating on shares of Broadcom in a research note on Thursday, January 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft set a $430.00 price target on Broadcom and gave the stock a “buy” rating in a report on Friday, December 12th. Finally, UBS Group set a $475.00 price target on Broadcom and gave the stock a “buy” rating in a research note on Monday, December 15th. Three research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $438.61.

Broadcom Stock Performance

Shares of NASDAQ AVGO opened at $332.60 on Wednesday. The company has a 50 day simple moving average of $358.46 and a two-hundred day simple moving average of $335.10. The stock has a market cap of $1.58 trillion, a price-to-earnings ratio of 69.87, a PEG ratio of 1.17 and a beta of 1.21. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61.

Broadcom (NASDAQ:AVGO) last issued its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.87 by $0.08. The firm had revenue of $18.02 billion during the quarter, compared to analysts’ expectations of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The firm’s revenue was up 28.2% compared to the same quarter last year. During the same quarter last year, the company posted $1.42 earnings per share. As a group, analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

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

Key Headlines Impacting 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

Insider Transactions at Broadcom

In other Broadcom news, insider Mark David Brazeal sold 30,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.12, for a total value of $10,413,600.00. Following the completion of the transaction, the insider directly owned 210,573 shares of the company’s stock, valued at approximately $73,094,099.76. The trade was a 12.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Hock E. Tan sold 70,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total value of $24,311,000.00. Following the completion of the sale, the chief executive officer owned 132,836 shares in the company, valued at approximately $46,133,942.80. This represents a 34.51% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is owned by insiders.

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.