Broadcom Inc. $AVGO Holdings Boosted by Rockline Wealth Management LLC

Rockline Wealth Management LLC boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 19.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 53,768 shares of the semiconductor manufacturer’s stock after buying an additional 8,902 shares during the period. Broadcom makes up about 3.7% of Rockline Wealth Management LLC’s holdings, making the stock its 6th biggest position. Rockline Wealth Management LLC’s holdings in Broadcom were worth $17,739,000 at the end of the most recent quarter.

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

Broadcom Price Performance

Shares of AVGO stock opened at $331.04 on Tuesday. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The company has a market capitalization of $1.57 trillion, a P/E ratio of 69.55, a P/E/G ratio of 1.10 and a beta of 1.21. The stock has a 50 day moving average of $354.83 and a two-hundred day moving average of $338.34. 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 (NASDAQ:AVGO) last issued its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating 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 business had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same period in the prior year, the company posted $1.42 earnings per share. 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 EPS for the current year.

Broadcom Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were given a dividend of $0.65 per share. 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 annualized dividend and a dividend yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Wall Street Analyst Weigh In

AVGO has been the subject of several recent analyst reports. Truist Financial upped their price target on Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Mizuho set a $480.00 target price on shares of Broadcom and gave the stock an “outperform” rating in a report on Friday, January 9th. Sanford C. Bernstein reissued an “outperform” rating and set a $475.00 target price (up previously from $400.00) on shares of Broadcom in a research report on Friday, December 12th. Susquehanna reaffirmed a “positive” rating and issued a $450.00 price target (up from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. Finally, Benchmark lifted their price objective on Broadcom from $385.00 to $485.00 and gave the stock a “buy” rating in a research note 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 assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $437.28.

Insiders Place Their Bets

In related news, insider Charlie B. Kawwas sold 1,928 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total value of $631,998.40. Following the completion of the transaction, the insider owned 23,582 shares of the company’s stock, valued at $7,730,179.60. This represents a 7.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Harry L. You purchased 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 purchase, the director 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 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 valued at $284,069,237 over the last 90 days. Company insiders own 2.00% of the company’s stock.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Multiple reports highlight Broadcom as a major beneficiary of the custom AI chip boom — Broadcom is positioned to capture design and ASIC value alongside hyperscalers and TSMC, supporting long‑term revenue and margin upside. Broadcom and TSMC to emerge as ‘big winners’ in the custom AI chip boom
• Positive Sentiment: Analyst upgrades and research notes cite market‑share gains in AI server ASIC design and reiterated Buy ratings, which can support renewed investor confidence and buying interest. Broadcom Inc. (AVGO) Strengthens AI and Semiconductor Leadership with Analyst Upgrades and Market Share Gains
• Positive Sentiment: Wall Street research notes project significant upside for AVGO and emphasize Broadcom’s profitability profile and strategic positioning in AI infrastructure — a bullish medium/long‑term catalyst. Wall Street Projects 38% Upside To Broadcom Inc. (AVGO)
• Positive Sentiment: Income support: Broadcom is scheduled to pay one of the first dividends of 2026 in March, which can attract yield‑seeking investors and reduce short‑term volatility. This Nvidia rival to pay 2026’s first dividend in March; Here’s how much 100 shares will earn
• Neutral Sentiment: Upcoming earnings date: Broadcom will report Q1 FY2026 results on March 4 after the close — this is a near‑term catalyst that could amplify moves either way depending on guide/results. Broadcom Inc. to Announce First Quarter Fiscal Year 2026 Financial Results on Wednesday, March 4, 2026
• Neutral Sentiment: Reported short‑interest data for the period is inconsistent/garbled (zeros and NaN reported), so there’s no clear signal from short positioning; monitor clearer updates for any short squeeze risk or added selling pressure.
• Negative Sentiment: Recent pullback and news analysis: several pieces frame AVGO as having pulled back from highs (~20% from peak) and ask whether the slide is a buying opportunity — the recent weakness is likely pressuring near‑term sentiment even as fundamentals remain constructive. As Broadcom Shares Slide, Is AVGO Stock a Buy on the Dip?

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.