Stonehage Fleming Financial Services Holdings Ltd Invests $116.19 Million in Broadcom Inc. $AVGO

Stonehage Fleming Financial Services Holdings Ltd purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 352,191 shares of the semiconductor manufacturer’s stock, valued at approximately $116,191,000. Broadcom makes up approximately 3.3% of Stonehage Fleming Financial Services Holdings Ltd’s investment portfolio, making the stock its 16th biggest position.

Several other large investors also recently bought and sold shares of AVGO. Longfellow Investment Management Co. LLC bought a new stake in Broadcom in the 2nd quarter worth approximately $27,000. Teachers Insurance & Annuity Association of America purchased a new position in shares of Broadcom in the 2nd quarter worth $28,000. LGT Financial Advisors LLC bought a new stake in shares of Broadcom in the second quarter worth $31,000. New England Capital Financial Advisors LLC purchased a new stake in Broadcom during the second quarter valued at $31,000. Finally, JCIC Asset Management Inc. purchased a new stake in Broadcom during the third quarter valued at $31,000. 76.43% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have issued reports on the company. Truist Financial raised their target price on Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a research report on Friday, December 19th. Bank of America boosted their target price on shares of Broadcom from $460.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Royal Bank Of Canada initiated coverage on shares of Broadcom in a report on Wednesday, January 14th. They set a “sector perform” rating and a $370.00 target price for the company. KeyCorp reiterated an “overweight” rating and set a $500.00 price target (up previously from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Mizuho set a $480.00 price objective on Broadcom and gave the stock an “outperform” rating in a research note on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $437.28.

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%

Shares of AVGO stock opened at $331.04 on Tuesday. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The company’s fifty day moving average price is $354.83 and its 200-day moving average price is $338.34. The company has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 69.55, 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 for the quarter, topping the consensus estimate of $1.87 by $0.08. The company had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. Broadcom’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.42 EPS. Sell-side analysts expect that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

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

Insiders Place Their Bets

In related news, CEO Hock E. Tan sold 130,000 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the completion of the transaction, the chief executive officer owned 595,638 shares in the company, valued at approximately $194,189,900.76. This represents a 17.92% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Henry Samueli sold 320,316 shares of Broadcom stock in a transaction on Monday, December 8th. The shares were sold at an average price of $400.53, for a total transaction of $128,296,167.48. Following the completion of the sale, the director owned 37,326,540 shares in the company, valued at approximately $14,950,399,066.20. This represents a 0.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is owned by company insiders.

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.