J.W. Cole Advisors Inc. Increases Holdings in Broadcom Inc. $AVGO

J.W. Cole Advisors Inc. grew its holdings in Broadcom Inc. (NASDAQ:AVGO) by 5.4% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 76,055 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,919 shares during the quarter. Broadcom comprises 0.5% of J.W. Cole Advisors Inc.’s investment portfolio, making the stock its 29th biggest holding. J.W. Cole Advisors Inc.’s holdings in Broadcom were worth $25,091,000 as of its most recent SEC filing.

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

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Hyperscaler CapEx jump supports multi‑year demand for Broadcom’s AI chips — Google and Meta signaled much larger 2026 CapEx plans, which investors view as direct upside to Broadcom’s TAM for TPUs/MTIA and other data‑center products. Broadcom and Nvidia Stocks Rise. How Google’s AI Spending Will Boost the Chip Makers.
• Positive Sentiment: Broad market tech rebound led by chip names boosted AVGO — a Friday surge in large‑cap semiconductors helped lift Broadcom as investors bought the dip after recent tech weakness. Dow jumps 1,000 points as Nvidia, Broadcom spark tech-led market comeback
• Positive Sentiment: Momentum narrative: Broadcom framed as a “Mag Seven” gatecrasher — positive press around Broadcom’s ability to challenge AI‑heavy megacap performance added to buying interest. Broadcom Rallies 6% to Challenge Magnificent Seven Dominance on Wall Street
• Positive Sentiment: Analyst upgrade/support — Zacks moved Broadcom to a stronger rating, providing a fresh catalyst and third‑party validation for buyers. Zacks.com
• Neutral Sentiment: ETF flows and index construction may add steady demand — new ETFs and factor funds that include AVGO can create incremental bid but are not immediate earnings drivers. Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch
• Neutral Sentiment: Contrarian views and valuation debate continue — some analysts argue the market still misprices AVGO; useful for medium/long‑term investors but mixed for near‑term trading. Broadcom: The Market Is Likely Getting It Wrong
• Negative Sentiment: Short‑term pullback concerns and analyst caution — recent coverage highlights that AVGO had pulled back earlier, and some analysts flag downside/earnings sensitivity, which keeps volatility elevated. Broadcom Stock Is Pulling Back. Here’s What Analysts Expect Next.
• Negative Sentiment: Periodic profit‑taking and headline volatility — several outlets explain why AVGO has traded down at times this week, underscoring that sentiment swings around AI narratives can reverse quickly. Broadcom (AVGO) stock trades down, here is why

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Royal Bank Of Canada began coverage on shares of Broadcom in a research report on Wednesday, January 14th. They set a “sector perform” rating and a $370.00 price target for the company. Zacks Research raised Broadcom from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadcom in a research report on Monday, December 29th. Piper Sandler restated an “overweight” rating and issued a $430.00 price target (up previously from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Finally, UBS Group set a $475.00 price target on Broadcom and gave the stock a “buy” rating in a research note on Monday, December 15th. 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. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $437.28.

Insiders Place Their Bets

In related news, CFO Kirsten M. Spears sold 30,000 shares of Broadcom stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total value of $10,434,600.00. Following the transaction, the chief financial officer owned 277,237 shares in the company, valued at approximately $96,428,573.34. This trade represents a 9.76% 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 the SEC website. Also, Director Harry L. You acquired 1,000 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was purchased at an average price of $325.13 per share, for a total transaction of $325,130.00. Following the completion of the acquisition, the director owned 36,602 shares in the company, 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. In the last three months, insiders sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is currently owned by corporate insiders.

Broadcom Trading Up 7.1%

Shares of Broadcom stock opened at $332.49 on Monday. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The business’s fifty day moving average is $348.59 and its two-hundred day moving average is $339.31. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. The firm has a market cap of $1.58 trillion, a PE ratio of 69.85, a P/E/G ratio of 1.07 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last released its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating the consensus estimate of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm 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 firm posted $1.42 earnings per share. The business’s quarterly revenue was up 28.2% compared to the same quarter last year. Analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a dividend of $0.65 per share. 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%. This is an increase from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is currently 54.62%.

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.