Caerus Investment Advisors LLC Makes New $982,000 Investment in Broadcom Inc. $AVGO

Caerus Investment Advisors LLC bought a new stake in shares of Broadcom Inc. (NASDAQ:AVGO) in the 3rd quarter, Holdings Channel reports. The institutional investor bought 2,978 shares of the semiconductor manufacturer’s stock, valued at approximately $982,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in Broadcom by 1.3% in the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock valued at $133,261,046,000 after purchasing an additional 6,222,802 shares during the last quarter. State Street Corp boosted its holdings in Broadcom by 0.5% during the second quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer’s stock worth $51,071,601,000 after buying an additional 873,963 shares during the last quarter. Norges Bank bought a new position in Broadcom during the second quarter worth about $18,579,549,000. Invesco Ltd. grew its position in shares of Broadcom by 1.8% during the 3rd quarter. Invesco Ltd. now owns 39,149,651 shares of the semiconductor manufacturer’s stock worth $12,915,861,000 after buying an additional 700,021 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its stake in shares of Broadcom by 1.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 34,474,085 shares of the semiconductor manufacturer’s stock valued at $9,501,590,000 after acquiring an additional 621,775 shares during the last quarter. 76.43% of the stock is currently owned by institutional investors.

Broadcom Stock Performance

Shares of Broadcom stock opened at $315.93 on Thursday. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The firm has a market cap of $1.50 trillion, a price-to-earnings ratio of 61.71, a price-to-earnings-growth ratio of 0.69 and a beta of 1.22. The stock’s 50-day moving average is $331.36 and its 200-day moving average is $345.06. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.03 by $0.02. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the company earned $1.60 earnings per share. Broadcom’s quarterly revenue was up 29.5% on a year-over-year basis. Equities analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd will be paid a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Broadcom’s dividend payout ratio (DPR) is currently 50.78%.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom began production‑volume shipments of its Tomahawk 6 switch family — the world’s first 102.4 Tbps switch — which accelerates customer deployments for hyperscale AI networks and supports near‑term revenue scaling in networking. Broadcom Commences Production Volume Shipping of World’s First 102.4 Tbps Switch
• Positive Sentiment: Meta publicly confirmed Broadcom as a partner on its MTIA custom AI chips — removing doubt about a major customer relationship and strengthening AVGO’s revenue visibility for inference silicon and future GenAI deployments. Why Meta’s AI Chip Announcement Has Broadcom Investors Paying Attention
• Positive Sentiment: Analyst support and institutional interest remain elevated — multiple price‑target upgrades and high‑profile investors (e.g., Rosenblatt raising targets; notable positions reported by Fisher Asset Management) keep a bullish narrative about AVGO’s AI growth trajectory. Rosenblatt Maintains Buy on Broadcom
• Positive Sentiment: Broadcom’s infrastructure software (VMware) and buyback activity remain tailwinds — buybacks cited by analysts can support EPS and shareholder returns during volatile price action. Berkshire, Broadcom & Nucor Are Revving Their Buyback Engines
• Neutral Sentiment: Broadcom’s role in new industry groups and optical standards (400G Optical MSA, Optical Compute Interconnect) positions it strategically for long‑term AI data‑center interoperability — supportive strategically but benefits will play out over years. Broadcom AI Alliances Shape Optical Standards And Raise Valuation Questions
• Negative Sentiment: Meta’s announcement did not include a GenAI training chip (reports suggest Olympus development is paused), which likely delays the timing and magnitude of potential training‑chip revenue for Broadcom — a near‑term revenue/timing risk. Why Meta’s AI Chip Announcement Has Broadcom Investors Paying Attention
• Negative Sentiment: Valuation and sentiment concerns are emerging in some research notes and op‑eds (calls for rethink/downgrades), which can amplify short‑term selling even as fundamentals remain strong — a common cause of choppy trading. Seeking Alpha: Broadcom Rethink/Downgrade

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Susquehanna reiterated a “positive” rating and issued a $450.00 price target (up from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. JPMorgan Chase & Co. upped their target price on shares of Broadcom from $475.00 to $500.00 and gave the company an “overweight” rating in a research note on Thursday, March 5th. Morgan Stanley increased their target price on shares of Broadcom from $462.00 to $470.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. The Goldman Sachs Group reissued a “buy” rating and set a $450.00 price target on shares of Broadcom in a research report on Monday, January 5th. Finally, KeyCorp reissued an “overweight” rating and issued a $500.00 price target (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $435.30.

Insider Buying and Selling

In related news, insider S. Ram Velaga sold 38,841 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $12,491,265.60. Following the completion of the transaction, the insider owned 96,147 shares of the company’s stock, valued at approximately $30,920,875.20. This trade represents a 28.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Charlie B. Kawwas sold 39,116 shares of Broadcom stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the completion of the sale, the insider owned 74,626 shares in the company, valued at $24,000,467.86. The trade was a 34.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 528,970 shares of company stock valued at $177,150,321 over the last ninety days. Insiders own 1.90% of the company’s stock.

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.