Broadcom Inc. $AVGO Position Lessened by Farmers National Bank

Farmers National Bank decreased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 5.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 61,103 shares of the semiconductor manufacturer’s stock after selling 3,836 shares during the period. Broadcom makes up about 4.8% of Farmers National Bank’s holdings, making the stock its 3rd largest holding. Farmers National Bank’s holdings in Broadcom were worth $20,158,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in AVGO. JCIC Asset Management Inc. bought a new stake in shares of Broadcom during the 3rd quarter valued at about $31,000. Longfellow Investment Management Co. LLC purchased a new position in shares of Broadcom during the second quarter worth about $27,000. Teachers Insurance & Annuity Association of America bought a new position in shares of Broadcom in the second quarter worth approximately $28,000. Manning & Napier Advisors LLC bought a new position in shares of Broadcom in the third quarter worth approximately $34,000. Finally, Navigoe LLC raised its stake in Broadcom by 515.0% in the third quarter. Navigoe LLC now owns 123 shares of the semiconductor manufacturer’s stock valued at $40,000 after purchasing an additional 103 shares in the last quarter. 76.43% of the stock is currently owned by hedge funds and other institutional investors.

Broadcom Price Performance

Shares of Broadcom stock opened at $320.40 on Friday. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The stock has a market capitalization of $1.52 trillion, a price-to-earnings ratio of 62.58, a price-to-earnings-growth ratio of 0.68 and a beta of 1.22. The company has a fifty day moving average of $331.12 and a 200-day moving average of $344.89. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90.

Broadcom (NASDAQ:AVGO) last issued its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping analysts’ consensus estimates of $2.03 by $0.02. The company had revenue of $19.31 billion for the quarter, compared to analysts’ expectations of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The firm’s revenue was up 29.5% compared to the same quarter last year. During the same quarter last year, the company earned $1.60 EPS. Equities research analysts expect that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Announces Dividend

The business also recently disclosed 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 dividend on an annualized basis 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 50.78%.

Analyst Upgrades and Downgrades

A number of research firms have commented on AVGO. Wells Fargo & Company raised shares of Broadcom from an “equal weight” rating to an “overweight” rating and boosted their price target for the stock from $410.00 to $430.00 in a research note on Thursday, January 15th. Oppenheimer raised their price objective on shares of Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Rosenblatt Securities lifted their price objective on shares of Broadcom from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. Wolfe Research upgraded shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 target price for the company in a research report on Friday, January 30th. Finally, Susquehanna reissued a “positive” rating and issued a $450.00 target price (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. One equities 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. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $435.30.

Insider Transactions at Broadcom

In other Broadcom news, insider Mark David Brazeal sold 50,488 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total value of $16,236,940.80. Following the completion of the sale, the insider owned 278,141 shares in the company, valued at approximately $89,450,145.60. The trade was a 15.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Charlie B. Kawwas sold 39,116 shares of the stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total value of $12,580,096.76. Following the sale, the insider directly owned 74,626 shares of the company’s stock, valued at approximately $24,000,467.86. This trade represents a 34.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 528,970 shares of company stock valued at $177,150,321. 1.90% of the stock is currently owned by corporate insiders.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom said it is shipping the world’s first end‑to‑end post‑quantum (PQC) in‑flight network encryption solution — a security product that can open enterprise spend and differentiate Broadcom in networking/security offerings. Broadcom Delivers the World’s First End-to-End PQC-safe, In-flight Network Encryption Solution
• Positive Sentiment: Production‑volume shipping of the Tomahawk‑6 family (industry’s first 102.4 Tbps switch) supports near‑term revenue upside in AI networking and strengthens Broadcom’s competitive position with hyperscalers. Broadcom (AVGO) Commences Production Volume Shipping of World’s First 102.4 Tbps Switch
• Positive Sentiment: Meta publicly confirmed Broadcom as a custom AI‑chip partner for its MTIA inference roadmap, validating a major hyperscaler design win that underpins recurring AI accelerator and networking demand. Why Meta’s AI Chip Announcement Has Broadcom Investors Paying Attention
• Positive Sentiment: Analysts and trade press highlight sharp AI revenue growth and semiconductor momentum (large AI sales increase and XPU/networking strength), which supports the bull case for FY26 upside. Broadcom’s AI Push Boosts Semiconductor Sales: More Upside Ahead?
• Neutral Sentiment: Street reaction is mixed — several price‑target raises and buy notes coexist with cautious takes about valuation and concentration risk, producing two‑sided flow into the tape. How The Broadcom (AVGO) Investment Story Is Shifting With AI Hopes And Valuation Doubts
• Neutral Sentiment: Broadcom’s VMware business remains visible (VMware Explore dates announced), supporting software cashflow, but these events are not immediate revenue surprises. VMware Explore 2026 Press Release
• Negative Sentiment: Clustered insider selling: multiple executives (including the CFO and senior officers) sold sizable blocks on March 16–17, which is weighing on sentiment and could prompt short‑term pressure even if sales are for diversification or tax planning. Kirsten M. Spears Form 4 (SEC)
• Negative Sentiment: Regulatory risk: a cloud‑industry group urged EU antitrust regulators to impose an interim measure against Broadcom over changes to the VMware Cloud Service Provider program — a potential near‑term headwind for Broadcom’s enterprise software franchise in Europe. Cloud industry group calls for EU interim measure against Broadcom over VMware

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.