Broadcom Inc. $AVGO Shares Acquired by JSF Financial LLC

JSF Financial LLC grew its stake in Broadcom Inc. (NASDAQ:AVGO) by 98.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 6,842 shares of the semiconductor manufacturer’s stock after buying an additional 3,394 shares during the period. Broadcom makes up 0.5% of JSF Financial LLC’s investment portfolio, making the stock its 29th largest position. JSF Financial LLC’s holdings in Broadcom were worth $2,257,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Traynor Capital Management Inc. lifted its holdings in shares of Broadcom by 22.7% during the third quarter. Traynor Capital Management Inc. now owns 176,435 shares of the semiconductor manufacturer’s stock worth $58,208,000 after purchasing an additional 32,655 shares during the period. AustralianSuper Pty Ltd raised its position in Broadcom by 17.4% during the 3rd quarter. AustralianSuper Pty Ltd now owns 2,334,007 shares of the semiconductor manufacturer’s stock worth $770,012,000 after buying an additional 345,892 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its position in Broadcom by 3.6% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,243,755 shares of the semiconductor manufacturer’s stock worth $1,070,147,000 after buying an additional 112,056 shares during the last quarter. RAM Investment Partners LLC lifted its stake in Broadcom by 85.7% during the 3rd quarter. RAM Investment Partners LLC now owns 10,156 shares of the semiconductor manufacturer’s stock valued at $3,350,000 after acquiring an additional 4,688 shares during the period. Finally, Rockline Wealth Management LLC boosted its holdings in shares of Broadcom by 19.8% in the 3rd quarter. Rockline Wealth Management LLC now owns 53,768 shares of the semiconductor manufacturer’s stock valued at $17,739,000 after acquiring an additional 8,902 shares during the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.

Broadcom Stock Down 3.3%

Shares of NASDAQ:AVGO opened at $320.33 on Wednesday. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The stock has a market cap of $1.52 trillion, a P/E ratio of 67.30, a PEG ratio of 1.10 and a beta of 1.21. The business has a fifty day moving average of $353.53 and a two-hundred day moving average of $338.61. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76.

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, beating the consensus estimate of $1.87 by $0.08. The firm had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. Broadcom’s revenue was up 28.2% on a year-over-year basis. During the same period in the previous year, the firm earned $1.42 EPS. On average, research analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a dividend of $0.65 per share. This is a boost 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 yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Insider Buying and Selling

In other Broadcom news, insider Charlie B. Kawwas sold 1,928 shares of Broadcom stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total transaction of $631,998.40. Following the completion of the sale, the insider directly owned 23,582 shares of the company’s stock, valued at $7,730,179.60. The trade was a 7.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Hock E. Tan sold 70,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the sale, the chief executive officer owned 132,836 shares of the company’s stock, valued at $46,133,942.80. This represents a 34.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 779,901 shares of company stock worth $284,069,237. Corporate insiders own 2.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Mizuho set a $480.00 price target on shares of Broadcom and gave the company an “outperform” rating in a report on Friday, January 9th. Wolfe Research upgraded Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 target price on the stock in a research note on Friday, January 30th. Bank of America raised their target price on Broadcom from $460.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, December 12th. TD Cowen reiterated a “buy” rating on shares of Broadcom in a research report on Friday, December 12th. Finally, Oppenheimer upped their price objective on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, December 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $437.28.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom is repeatedly cited as a key beneficiary of the custom AI‑chip boom and strong AI semiconductor demand, supporting multi‑year revenue tailwinds. Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom
• Positive Sentiment: Analyst sentiment remains supportive: institutional upgrades and Wall Street notes point to meaningful upside potential, which underpins medium‑term buyer interest. Wall Street Projects 38% Upside To Broadcom Inc. (AVGO)
• Positive Sentiment: Zacks and other outlets flag Broadcom’s strong earnings‑surprise history and favorable setup to beat next quarterly numbers, which can support the stock into the March results. Will Broadcom Inc. (AVGO) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Broadcom announced its fiscal Q1 results date (after the close on Mar. 4); investors will get fresh guidance and a near‑term catalyst then. Broadcom Inc. to Announce First Quarter Fiscal Year 2026 Financial Results on Wednesday, March 4, 2026
• Neutral Sentiment: Market commentary and “buy‑the‑dip” pieces argue the pullback may be a buying opportunity given secular AI exposure, but these are opinion‑driven and hinge on near‑term execution. As Broadcom Shares Slide, Is AVGO Stock a Buy on the Dip?
• Neutral Sentiment: Reported short‑interest notes show an apparent increase, but the published figures in recent feeds look inconsistent (zeros/NaN), so short‑interest impact is unclear and should be treated cautiously.
• Negative Sentiment: Near‑term pressure: Broadcom shares moved lower on heavier volume today, suggesting profit‑taking and short‑term positioning are weighing on the stock despite the positive fundamental backdrop. Broadcom Inc. (AVGO) Declines More Than Market: Some Information for Investors

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.