Beirne Wealth Consulting Services LLC Takes $515,000 Position in Broadcom Inc. $AVGO

Beirne Wealth Consulting Services LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,559 shares of the semiconductor manufacturer’s stock, valued at approximately $515,000.

Several other hedge funds have also recently added to or reduced their stakes in AVGO. Brighton Jones LLC raised its stake in shares of 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 in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Broadcom by 10.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after purchasing an additional 756 shares during the last quarter. United Bank raised its position in Broadcom by 76.5% in the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after purchasing an additional 1,014 shares during the period. Sivia Capital Partners LLC lifted its stake in 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 purchasing an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC boosted its position in Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after buying an additional 378 shares during the period. Institutional investors own 76.43% of the company’s stock.

Wall Street Analysts Forecast Growth

AVGO has been the topic of several analyst reports. Zacks Research upgraded Broadcom from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. UBS Group set a $475.00 price objective on Broadcom and gave the company a “buy” rating in a research report on Monday, December 15th. Wall Street Zen raised Broadcom from a “hold” rating to a “buy” rating in a research note on Saturday, December 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research note on Monday, December 29th. Finally, Benchmark upped their price target on shares of Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a report on Friday, December 12th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $433.13.

Broadcom Stock Performance

Shares of AVGO opened at $333.99 on Friday. The company has a 50-day simple moving average of $337.85 and a two-hundred day simple moving average of $341.22. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The firm has a market capitalization of $1.58 trillion, a PE ratio of 70.17, a price-to-earnings-growth ratio of 1.07 and a beta of 1.21. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61.

Broadcom (NASDAQ:AVGO) last announced its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping 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 quarter in the prior year, the company earned $1.42 EPS. The business’s revenue was up 28.2% compared to the same quarter last year. On average, analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current fiscal 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 issued a dividend of $0.65 per share. The ex-dividend date was Monday, December 22nd. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is 54.62%.

Insider Transactions at Broadcom

In other news, CFO Kirsten M. Spears sold 30,000 shares of the 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 sale, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. This represents a 9.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Hock E. Tan sold 70,000 shares of the firm’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total value of $24,311,000.00. Following the transaction, the chief executive officer owned 132,836 shares of the company’s stock, valued at $46,133,942.80. The trade was a 34.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 779,101 shares of company stock worth $283,804,325. Company insiders own 2.00% of the company’s stock.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched and began shipping samples of BroadPeak™, a 5nm radio DFE SoC aimed at 5G Advanced and 6G massive MIMO/RRH deployments; the product claims up to 40% power savings and broad frequency support, which could drive future infrastructure revenue as carriers upgrade for AI-driven traffic. Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO
• Positive Sentiment: Analyst and media bull case: several articles argue AVGO still has upside given a large AI-related backlog (~$73B reported) and hyperscaler spending tailwinds, supporting revenue visibility and high analyst price targets (median ~$450). This underpins the bullish narrative driving buying interest. Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
• Positive Sentiment: Coverage & previews that anticipate stronger FY26 guidance tied to hyperscaler spend (earnings previews / bullish takes) are supporting investor expectations for continued revenue and margin expansion. Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview)
• Neutral Sentiment: Short-interest report in the feed shows 0 shares / 0 days-to-cover (likely a data glitch) — does not indicate meaningful new short pressure. Monitor confirmed short-interest filings for a true read. (Data entry flagged internally.)
• Neutral Sentiment: Mixed institutional activity: some hedge funds (Farallon, Woodline) increased stakes while others (D1 Capital, UBS AM large reductions) trimmed positions — points to active rebalancing but no clear one-way institutional signal. D1 Capital Partners LP Cuts Broadcom Inc. Stake Sharply
• Negative Sentiment: Insider selling remains heavy (numerous open‑market sales by executives) — while not unusual for a large-cap, sustained insider sales can worry some investors about near-term sentiment. (Quiver/press aggregation in feed.)
• Negative Sentiment: Valuation and margin concerns are resurfacing in coverage: pieces highlight that the large AI backlog raises valuation and execution risk, and analysts note margin pressure as a possible offset to growth—these stories can trigger profit-taking after AVGO’s multi-year run. Broadcom Stock Isn’t Cheap. Why Bulls Still See Room to Run
• Negative Sentiment: Competitive dynamics: commentary about large customers (e.g., Meta) doubling down on other suppliers (NVIDIA) highlights competitive risk in key AI infrastructure end markets. Nvidia Gets Big Commitment From Meta. What It Means for the Broadcom Threat.

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.