Lbp Am Sa Has $213.75 Million Stock Position in Broadcom Inc. $AVGO

Lbp Am Sa boosted its holdings in Broadcom Inc. (NASDAQ:AVGO) by 2.5% in the third quarter, Holdings Channel reports. The institutional investor owned 647,905 shares of the semiconductor manufacturer’s stock after acquiring an additional 15,698 shares during the quarter. Broadcom accounts for approximately 2.6% of Lbp Am Sa’s investment portfolio, making the stock its 6th biggest holding. Lbp Am Sa’s holdings in Broadcom were worth $213,750,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of AVGO. Longfellow Investment Management Co. LLC purchased a new stake in shares of Broadcom in the 2nd quarter valued at about $27,000. Teachers Insurance & Annuity Association of America purchased a new stake in Broadcom in the second quarter valued at approximately $28,000. LGT Financial Advisors LLC bought a new stake in Broadcom during the second quarter valued at approximately $31,000. New England Capital Financial Advisors LLC purchased a new position in Broadcom in the 2nd quarter worth approximately $31,000. Finally, JCIC Asset Management Inc. bought a new position in shares of Broadcom in the 3rd quarter worth $31,000. Institutional investors own 76.43% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on AVGO. Morgan Stanley raised their price target on Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. JPMorgan Chase & Co. raised their price objective on Broadcom from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, December 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research note on Monday, December 29th. Susquehanna reaffirmed a “positive” rating and set a $450.00 target price (up previously from $400.00) on shares of Broadcom in a report on Thursday, December 4th. Finally, Bank of America raised their price target on Broadcom from $460.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Buy” and an average target price of $437.28.

Broadcom Stock Up 0.2%

Shares of NASDAQ:AVGO opened at $331.30 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The stock has a fifty day simple moving average of $355.76 and a two-hundred day simple moving average of $337.63. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The stock has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 69.60, a PEG ratio of 1.10 and a beta of 1.21.

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. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The business had revenue of $18.02 billion during the quarter, compared to analysts’ expectations of $17.46 billion. During the same period in the previous year, the company earned $1.42 earnings per share. The business’s revenue for the quarter was up 28.2% compared to the same quarter last year. On average, research analysts anticipate that Broadcom Inc. will post 5.38 earnings per share 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 paid a $0.65 dividend. This is an increase from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is 54.62%.

Insider Transactions at Broadcom

In related news, insider Mark David Brazeal sold 38,281 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $327.65, for a total value of $12,542,769.65. Following the transaction, the insider directly owned 266,494 shares of the company’s stock, valued at approximately $87,316,759.10. This trade represents a 12.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Hock E. Tan sold 130,000 shares of the company’s 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 sale, the chief executive officer owned 595,638 shares of the company’s stock, valued at approximately $194,189,900.76. The trade was a 17.92% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 779,901 shares of company stock valued at $284,069,237. Company insiders own 2.00% of the company’s stock.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Wolfe Research upgraded AVGO to “outperform” with a $400 price target, signaling analyst confidence and suggesting ~20% upside from current levels. AVGO: Broadcom just upgraded at Wolfe Research — here’s why
• Positive Sentiment: Coverage highlighting Broadcom’s custom AI chips as a viable alternative to GPUs is lifting sentiment — investors see revenue and market-share upside if hyperscalers broaden their vendor mix. Better Artificial Intelligence (AI) Stock: Broadcom vs. Nvidia
• Positive Sentiment: Macro tailwind: reports that hyperscalers plan to spend heavily on AI infrastructure in 2026 support longer-term demand for Broadcom’s data-center products. Hyperscalers to Spend Over $500 Billion on AI in 2026: Here Are the 3 Stocks to Buy
• Positive Sentiment: Prominent investors are taking stakes — reports say Cathie Wood’s fund bought roughly $26M of AVGO, which can attract momentum flows and retail attention. Jim Cramer doesn’t want to call the bottom on Broadcom (AVGO)
• Neutral Sentiment: Comparative coverage (Nvidia, AMD, Broadcom) keeps focus on competitive position—Nvidia remains the AI leader, which tempers how much market share Broadcom can capture. Nvidia vs. AMD vs. Broadcom: What’s the Best AI Chip Stock to Own for 2026
• Neutral Sentiment: Broadcom continues to show up in “top AI/infrastructure” lists and retail searches, boosting liquidity and attention but not guaranteeing immediate upside. Investors Heavily Search Broadcom Inc. (AVGO): Here is What You Need to Know
• Negative Sentiment: Critical analysis questions whether Broadcom’s valuation and capital allocation fully justify the AI hype — raises caution on buying at rich multiples. Broadcom’s AI Success Is Undeniable – The Investment Case Is Not
• Negative Sentiment: High-profile skeptics (e.g., Jim Cramer) say it’s too soon to call a bottom, which can keep some traders on the sidelines and add selling pressure during weakness. Jim Cramer doesn’t want to call the bottom on Broadcom (AVGO)

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.