Advyzon Investment Management LLC Increases Position in Broadcom Inc. $AVGO

Advyzon Investment Management LLC grew its holdings in Broadcom Inc. (NASDAQ:AVGO) by 32.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,504 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,814 shares during the quarter. Broadcom comprises approximately 1.1% of Advyzon Investment Management LLC’s portfolio, making the stock its 17th largest holding. Advyzon Investment Management LLC’s holdings in Broadcom were worth $6,434,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in AVGO. Assetmark Inc. raised its holdings in shares of Broadcom by 2.4% in the 2nd quarter. Assetmark Inc. now owns 1,703,487 shares of the semiconductor manufacturer’s stock valued at $469,566,000 after purchasing an additional 39,466 shares in the last quarter. Capital Counsel LLC NY purchased a new position in Broadcom during the second quarter valued at approximately $221,000. Waterloo Capital L.P. raised its stake in Broadcom by 7.0% in the second quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock worth $13,331,000 after buying an additional 3,180 shares in the last quarter. Providence First Trust Co lifted its holdings in Broadcom by 1,099.3% during the third quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock worth $2,944,000 after buying an additional 8,179 shares during the period. Finally, Aspen Wealth Strategies LLC lifted its holdings in Broadcom by 174.7% during the second quarter. Aspen Wealth Strategies LLC now owns 23,673 shares of the semiconductor manufacturer’s stock worth $6,525,000 after buying an additional 15,055 shares during the period. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have recently weighed in on AVGO. Barclays restated an “overweight” rating and issued a $500.00 price target (up from $450.00) on shares of Broadcom in a report on Friday, December 12th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $475.00 price target (up from $400.00) on shares of Broadcom in a report on Friday, December 12th. Morgan Stanley raised their price objective on Broadcom from $443.00 to $462.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Oppenheimer upped their target price on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Finally, Citigroup restated a “buy” rating and set a $458.00 price target (down previously from $480.00) on shares of Broadcom in a research note on Tuesday. Two analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Buy” and an average price target of $433.13.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched BroadPeak™, a next‑generation radio DFE SoC (5nm) for 5G Advanced and 6G massive MIMO that the company says cuts power by up to 40% and is shipping samples — a clear product catalyst for telco infrastructure revenue if adoption scales. Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO
• Positive Sentiment: Analyst and commentary pieces are broadly constructive on Broadcom’s AI exposure and diversified revenue streams — several bullish analyst ratings and price targets (median ~$450) support upside expectations versus today’s price. (Analyst coverage cited across recent reports.)
• Positive Sentiment: Market commentary argues that AI capex volatility creates buying opportunities for hardware leaders like Broadcom as hyperscaler spending ramps, which can sustain multi‑year revenue growth. Broadcom: AI CapEx Panic Is Your Opportunity
• Neutral Sentiment: Broadcom reports a large AI backlog (reported ~US$73B) that underpins long‑term revenue visibility but has people debating whether the current multiple already prices that growth. That makes the stock sensitive to guidance and execution updates. Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
• Neutral Sentiment: Recent hedge‑fund activity is mixed — several firms (Woodline, Farallon, Owl Creek) added positions while others (D1 Capital, Altimeter, 3G Capital) trimmed — leaving institutional flows ambiguous for near‑term price direction. 3G Capital Partners Cuts 65,000 Broadcom Shares Stake
• Negative Sentiment: Elevated insider selling and large institutional reductions (e.g., a reported large Q4 trim by a major asset manager) increase near‑term downside risk if execution or guidance disappoints — investors watch insider/inst flows closely. (Quiver/filings summaries.)
• Negative Sentiment: Valuation concerns: multiple commentary pieces note Broadcom isn’t cheap today, so upside depends on continued strong execution, hyperscaler capex, and product adoption — any softness in guidance could pressure the shares. Broadcom Stock Isn’t Cheap. Why Bulls Still See Room to Run

Insider Activity

In other news, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the sale, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at $96,428,573.34. This represents a 9.76% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Hock E. Tan sold 130,000 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $326.02, for a total value of $42,382,600.00. Following the transaction, the chief executive officer owned 595,638 shares in the company, valued at $194,189,900.76. This represents a 17.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 779,101 shares of company stock valued at $283,804,325. 2.00% of the stock is currently owned by company insiders.

Broadcom Price Performance

Shares of NASDAQ:AVGO opened at $332.65 on Friday. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The company has a market cap of $1.58 trillion, a PE ratio of 69.88, a price-to-earnings-growth ratio of 1.06 and a beta of 1.21. The company’s 50 day moving average is $337.30 and its 200 day moving average is $341.80.

Broadcom (NASDAQ:AVGO) last announced its quarterly 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 for the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm’s revenue for the quarter was up 28.2% compared to the same quarter last year. During the same period last year, the firm earned $1.42 EPS. On average, sell-side analysts forecast that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The company 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. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is 54.62%.

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.