NWF Advisory Services Inc. Has $3.47 Million Holdings in Broadcom Inc. $AVGO

NWF Advisory Services Inc. raised its position in Broadcom Inc. (NASDAQ:AVGO) by 76.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 10,525 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,555 shares during the period. NWF Advisory Services Inc.’s holdings in Broadcom were worth $3,472,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AVGO. Vanguard Group Inc. raised its position in Broadcom by 1.3% during the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock worth $133,261,046,000 after acquiring an additional 6,222,802 shares in the last quarter. State Street Corp increased its stake in shares of Broadcom by 0.5% during the second quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock worth $51,071,601,000 after purchasing an additional 873,963 shares during the period. Geode Capital Management LLC lifted its holdings in shares of Broadcom by 2.1% during the second quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer’s stock worth $29,827,649,000 after buying an additional 2,226,585 shares in the last quarter. Norges Bank acquired a new stake in Broadcom in the 2nd quarter worth about $18,579,549,000. Finally, Invesco Ltd. boosted its stake in shares of Broadcom by 8.4% in the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock valued at $10,598,641,000 after buying an additional 2,978,768 shares during the period. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Hyperscalers are boosting AI capex and need networking and infrastructure to support GPU clusters — this strengthens demand for Broadcom’s switches, interconnects, and custom ASICs. Why Wall Street Is Betting Big on This Artificial Intelligence (AI) Infrastructure Stock
• Positive Sentiment: Bank of America and other sell‑side support: recent notes reiterating Buy ratings and price‑target upside reinforce institutional confidence and can sustain buying interest. Wall Street Projects 38% Upside To Broadcom Inc. (AVGO)
• Positive Sentiment: Industry research and analyst upgrades highlight market‑share gains in AI server ASIC design — supports long‑term revenue growth if Broadcom remains the preferred partner for hyperscalers. Broadcom Inc. (AVGO) Strengthens AI and Semiconductor Leadership with Analyst Upgrades and Market Share Gains
• Positive Sentiment: Dividend signal: Broadcom will pay a March dividend, which supports total‑return appeal for income‑focused investors. This Nvidia rival to pay 2026’s first dividend in March; Here’s how much 100 shares will earn
• Neutral Sentiment: Valuation and competition comparisons (Broadcom vs. Nvidia/AMD) are being widely debated — useful context but mixed implications depending on adoption of custom chips vs. GPUs. Better Artificial Intelligence (AI) Stock: Broadcom vs. Nvidia
• Neutral Sentiment: Macro/flow note: rotation into equal‑weight ETFs has affected tech leadership; AVGO’s performance will partly track broader tech sentiment and the Magnificent Seven dynamics. How Long Can Equal-Weighted ETFs Keep Outperforming the S&P 500? (AVGO)
• Negative Sentiment: Share pullback: AVGO has dropped roughly ~20% from its highs — raises short‑term risk and gives some investors a buying opportunity, but reflects profit‑taking/valuation concerns. Why This AI Stock’s Recent Pullback Could Be a Gift for Long-Term Investors
• Negative Sentiment: Competitive/critique pieces note Broadcom’s chips are testing but haven’t unseated Nvidia’s dominance and some analysts remain skeptical about the full investment case. Buzz about Broadcom’s custom chips is testing, but not breaking Nvidia’s dominance
• Negative Sentiment: Mixed media/critic commentary and technicals: some high‑profile commentators are cautious and the stock sits below its 50‑day moving average, indicating short‑term technical pressure. Broadcom’s AI Success Is Undeniable – The Investment Case Is Not

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on AVGO shares. Wolfe Research upgraded shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price objective on the stock in a research note on Friday. Wall Street Zen raised Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Truist Financial boosted their target price on shares of Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Robert W. Baird set a $420.00 price target on Broadcom in a research report on Friday, December 12th. Finally, UBS Group set a $475.00 price objective on shares of Broadcom and gave the stock a “buy” rating in a research report on Monday, December 15th. Two equities 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.com, the stock presently has a consensus rating of “Buy” and an average target price of $437.28.

Insider Activity

In other Broadcom news, Director Harry L. You bought 1,000 shares of Broadcom stock in a transaction dated Thursday, December 18th. The shares were purchased at an average cost of $325.13 per share, with a total value of $325,130.00. Following the completion of the purchase, the director owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. This represents a 2.81% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Charlie B. Kawwas sold 1,928 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total transaction of $631,998.40. Following the transaction, the insider directly owned 23,582 shares in the company, valued at approximately $7,730,179.60. The trade was a 7.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 779,901 shares of company stock valued at $284,069,237. Corporate insiders own 2.00% of the company’s stock.

Broadcom Stock Performance

Shares of AVGO opened at $331.30 on Monday. The stock’s 50-day simple moving average is $355.76 and its 200 day simple moving average is $338.03. 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 Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The stock has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 69.60, a price-to-earnings-growth ratio of 1.10 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. The company had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm’s revenue was up 28.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.42 earnings per share. Research analysts forecast that Broadcom Inc. will post 5.38 EPS 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 paid 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 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio is presently 54.62%.

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.