Clear Trail Advisors LLC Takes Position in Broadcom Inc. $AVGO

Clear Trail Advisors LLC bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO) during the fourth quarter, according to its most recent filing with the SEC. The fund bought 49,798 shares of the semiconductor manufacturer’s stock, valued at approximately $17,235,000. Broadcom accounts for 4.0% of Clear Trail Advisors LLC’s investment portfolio, making the stock its 7th largest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Teachers Insurance & Annuity Association of America bought a new stake in Broadcom in the second quarter worth about $28,000. JCIC Asset Management Inc. purchased a new position in Broadcom in the third quarter valued at about $31,000. Miller Global Investments LLC bought a new position in shares of Broadcom during the 4th quarter valued at approximately $31,000. Manning & Napier Advisors LLC bought a new position in shares of Broadcom during the 3rd quarter valued at approximately $34,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Broadcom during the 2nd quarter worth approximately $36,000. 76.43% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. Robert W. Baird set a $420.00 price target on shares of Broadcom in a report on Friday, December 12th. Rosenblatt Securities raised their target price on Broadcom from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Truist Financial boosted their target price on Broadcom from $510.00 to $545.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Royal Bank Of Canada dropped their price target on Broadcom from $370.00 to $340.00 and set a “sector perform” rating on the stock in a research report on Monday, March 2nd. Finally, Susquehanna reiterated a “positive” rating and set a $450.00 price target (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 issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Broadcom currently has a consensus rating of “Moderate Buy” and a consensus target price of $435.30.

Broadcom Price Performance

NASDAQ:AVGO opened at $309.42 on Friday. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The stock has a fifty day moving average of $328.02 and a 200 day moving average of $345.17. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. The firm has a market capitalization of $1.47 trillion, a price-to-earnings ratio of 60.43, a P/E/G ratio of 0.68 and a beta of 1.22.

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

Broadcom Announces Dividend

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

Insider Transactions at Broadcom

In other news, insider S. Ram Velaga sold 38,841 shares of Broadcom stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $12,491,265.60. Following the completion of the sale, the insider directly owned 96,147 shares of the company’s stock, valued at approximately $30,920,875.20. The trade was a 28.77% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Charlie B. Kawwas sold 39,116 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the completion of the transaction, the insider owned 74,626 shares of the company’s stock, valued at $24,000,467.86. This trade represents a 34.39% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 403,049 shares of company stock worth $133,459,315. Company insiders own 1.90% of the company’s stock.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Multiyear co‑development deal with OpenAI positions Broadcom as a key supplier of custom AI accelerators, reinforcing its role in AI infrastructure and long‑term revenue potential. Broadcom’s OpenAI Chip Deal Puts AI Growth And Valuation In Focus
• Positive Sentiment: Analysts and deep‑dive pieces argue the AI growth thesis is accelerating faster than expected, supporting higher medium‑term revenue projections. Broadcom: The AI Thesis Is Playing Out Faster Than Expected
• Positive Sentiment: Commentary highlights Broadcom’s focus on organic growth and AI positioning as structural advantages versus peers. Broadcom: Focus On Organic Growth And AI Position It Well
• Positive Sentiment: Coverage frames OpenAI as a meaningful new customer/co‑developer — a high‑visibility win that could accelerate Broadcom’s move into bespoke AI silicon. OpenAI Just Became Broadcom’s Newest Chip Customer. Here’s Why That’s a Massive Deal for 2026.
• Positive Sentiment: Market analysis says Broadcom’s $100B AI revenue target for 2027 may be conservative, implying upside if AI adoption continues. Why Broadcom’s $100B AI Revenue Forecast May Be Conservative
• Positive Sentiment: Product new releases (post‑quantum in‑flight encryption / SecureHBA deployments) show continued non‑AI enterprise product momentum and diversification. Broadcom (AVGO) Announces Launch of In-Flight Network Encryption Solution
• Neutral Sentiment: ETF/sector flow piece notes tech earnings have grown but share prices lag; Broadcom is mentioned in broader sector recovery context (could influence institutional flows). As Tech Earnings Grow, This ETF Still Hasn’t Caught Up (AVGO)
• Neutral Sentiment: Commentary examines whether the recent ~24% dip after the OpenAI news is a buying opportunity — useful for contrarian investors but not definitive near‑term guidance. Broadcom (AVGO) Stock: Is the 24% Dip a Golden Buying Opportunity After OpenAI Partnership?
• Neutral Sentiment: Morning “stocks to watch” roundup includes AVGO as a headline mover but provides no new fundamental catalyst. 4 stocks to watch on Wednesday: GOOG, GM, AVGO, META
• Neutral Sentiment: Comparisons with TSMC review relative strengths and valuation — useful for portfolio positioning but not a direct catalyst. TSM vs. AVGO: Which is a Better Semiconductor Stock?
• Neutral Sentiment: Report that Broadcom’s AI revenue doubled while the stock barely moved highlights a disconnect between fundamentals and market pricing—explains muted upside despite good numbers. Broadcom’s AI Revenue Just Doubled. The Stock Barely Moved
• Neutral Sentiment: General “AI sell‑off” piece lists names investors might buy into during weakness; broad market sentiment, not company‑specific news. AI Sell-Off: 3 Stocks Investors Should Load Up On
• Negative Sentiment: Insider selling reported across Broadcom raises concern over near‑term insider sentiment and may have amplified the recent pullback as investors take profits. Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

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.