Broadcom Inc. $AVGO Position Boosted by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. increased its holdings in Broadcom Inc. (NASDAQ:AVGO) by 3.6% in the third quarter, Holdings Channel.com reports. The firm owned 3,243,755 shares of the semiconductor manufacturer’s stock after purchasing an additional 112,056 shares during the period. Broadcom accounts for 3.4% of Mirae Asset Global Investments Co. Ltd.’s investment portfolio, making the stock its 4th largest holding. Mirae Asset Global Investments Co. Ltd.’s holdings in Broadcom were worth $1,070,147,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in AVGO. Brighton Jones LLC increased its stake in Broadcom by 21.8% during the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after acquiring an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Broadcom by 10.4% during the fourth 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 stake in Broadcom by 76.5% during the first 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 period. Sivia Capital Partners LLC increased its position in shares of Broadcom by 10.1% in the second 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, Trilogy Capital Inc. increased its position in shares of Broadcom by 8.5% in the second quarter. Trilogy Capital Inc. now owns 14,186 shares of the semiconductor manufacturer’s stock worth $3,910,000 after acquiring an additional 1,110 shares in the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.

Key Broadcom News

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 Stock Down 0.1%

AVGO stock opened at $331.04 on Tuesday. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The company has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 69.55, a price-to-earnings-growth ratio of 1.10 and a beta of 1.21. The firm’s 50-day moving average is $354.83 and its two-hundred day moving average is $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 posted its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating 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 last year, the firm posted $1.42 earnings per share. The business’s revenue was up 28.2% on a year-over-year basis. On average, analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

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

Wall Street Analyst Weigh In

AVGO has been the topic of several recent research reports. Sanford C. Bernstein restated an “outperform” rating and set a $475.00 target price (up previously from $400.00) on shares of Broadcom in a report on Friday, December 12th. Rosenblatt Securities raised their target price on Broadcom from $400.00 to $440.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Benchmark upped their target price on Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Wells Fargo & Company raised shares of Broadcom from an “equal weight” rating to an “overweight” rating and raised their price objective for the stock from $410.00 to $430.00 in a report on Thursday, January 15th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Broadcom in a research note on Monday, December 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $437.28.

Insider Buying and Selling

In other news, insider Mark David Brazeal sold 30,000 shares of the business’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $347.12, for a total transaction of $10,413,600.00. Following the sale, the insider directly owned 210,573 shares of the company’s stock, valued at $73,094,099.76. The trade was a 12.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Hock E. Tan sold 70,000 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the sale, the chief executive officer directly owned 132,836 shares of the company’s stock, valued at $46,133,942.80. This represents a 34.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 779,901 shares of company stock worth $284,069,237 in the last ninety days. Insiders own 2.00% of the company’s stock.

Broadcom 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.