Global Trust Asset Management LLC Acquires 2,084 Shares of Broadcom Inc. $AVGO

Global Trust Asset Management LLC boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 48.5% during the third quarter, Holdings Channel.com reports. The institutional investor owned 6,380 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,084 shares during the quarter. Broadcom accounts for approximately 1.0% of Global Trust Asset Management LLC’s portfolio, making the stock its 27th largest position. Global Trust Asset Management LLC’s holdings in Broadcom were worth $2,105,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the business. Longfellow Investment Management Co. LLC acquired a new stake in Broadcom during the 2nd quarter valued at $27,000. Legend Financial Advisors Inc. acquired a new stake in shares of Broadcom during the 2nd quarter worth about $28,000. Teachers Insurance & Annuity Association of America bought a new stake in shares of Broadcom during the 2nd quarter worth about $28,000. Manning & Napier Advisors LLC bought a new stake in shares of Broadcom during the 3rd quarter worth about $34,000. Finally, LGT Financial Advisors LLC acquired a new position in Broadcom in the 2nd quarter valued at about $31,000. 76.43% of the stock is owned by institutional investors and hedge funds.

Key Stories 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 Buying and Selling at Broadcom

In related news, insider Mark David Brazeal sold 30,000 shares of Broadcom stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total value of $10,413,600.00. Following the transaction, the insider directly owned 210,573 shares of the company’s stock, valued at $73,094,099.76. This trade represents a 12.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Harry L. You bought 1,000 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were acquired at an average price of $325.13 per share, with a total value of $325,130.00. Following the completion of the purchase, the director directly owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. The trade was a 2.81% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold a total of 779,901 shares of company stock worth $284,069,237 in the last three months. Company insiders own 2.00% of the company’s stock.

Broadcom Stock Performance

NASDAQ:AVGO opened at $332.60 on Wednesday. The company 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. 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 quick ratio of 1.58 and a current ratio of 1.71. The stock has a fifty day moving average price of $358.46 and a 200-day moving average price of $335.10.

Broadcom (NASDAQ:AVGO) last issued 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 for the quarter, compared to analysts’ expectations of $17.46 billion. During the same quarter last year, the business earned $1.42 earnings per share. Broadcom’s revenue was up 28.2% on a year-over-year basis. As a group, equities analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders 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 of this dividend was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s payout ratio is currently 54.62%.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Royal Bank Of Canada started coverage on shares of Broadcom in a research report on Wednesday, January 14th. They set a “sector perform” rating and a $370.00 price objective for the company. Barclays reiterated an “overweight” rating and set a $500.00 target price (up previously from $450.00) on shares of Broadcom in a research note on Friday, December 12th. JPMorgan Chase & Co. boosted their price target on Broadcom from $400.00 to $475.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Wall Street Zen raised Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Finally, TD Cowen lifted their target price on Broadcom from $405.00 to $450.00 and gave the stock a “buy” rating in a report on Friday, December 12th. Three investment 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 data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target 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.