Curated Wealth Partners LLC Has $3.75 Million Stock Holdings in Broadcom Inc. $AVGO

Curated Wealth Partners LLC lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 52.4% during the 4th quarter, Holdings Channel reports. The firm owned 10,844 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,729 shares during the quarter. Broadcom comprises 0.4% of Curated Wealth Partners LLC’s holdings, making the stock its 23rd largest position. Curated Wealth Partners LLC’s holdings in Broadcom were worth $3,753,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Miller Global Investments LLC bought a new position in shares of Broadcom during the 4th quarter worth approximately $31,000. JCIC Asset Management Inc. acquired a new stake in shares of Broadcom during the 3rd quarter worth approximately $31,000. Teachers Insurance & Annuity Association of America bought a new stake in shares of Broadcom in the 2nd quarter valued at $28,000. Manning & Napier Advisors LLC acquired a new position in shares of Broadcom during the 3rd quarter valued at $34,000. Finally, Navigoe LLC lifted its position in shares of Broadcom by 515.0% during the 3rd quarter. Navigoe LLC now owns 123 shares of the semiconductor manufacturer’s stock valued at $40,000 after acquiring an additional 103 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Insider Transactions at Broadcom

In other news, insider Charlie B. Kawwas sold 39,116 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total value of $12,580,096.76. Following the transaction, the insider owned 74,626 shares in the company, valued at $24,000,467.86. This trade represents a 34.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Mark David Brazeal sold 50,488 shares of Broadcom stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $16,236,940.80. Following the transaction, the insider directly owned 278,141 shares in the company, valued at approximately $89,450,145.60. The trade was a 15.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 403,049 shares of company stock valued at $133,459,315. Corporate insiders own 1.90% of the company’s stock.

Broadcom Stock Down 2.8%

Broadcom stock opened at $300.68 on Friday. The firm has a market capitalization of $1.42 trillion, a price-to-earnings ratio of 58.73, a price-to-earnings-growth ratio of 0.66 and a beta of 1.22. The firm’s fifty day moving average price is $327.00 and its two-hundred day moving average price is $344.86. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80.

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

Broadcom Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be issued a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Monday, March 23rd. Broadcom’s payout ratio is currently 50.78%.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. TD Cowen restated a “buy” rating on shares of Broadcom in a report on Friday, December 12th. Mizuho set a $480.00 price objective on shares of Broadcom and gave the company an “outperform” rating in a report on Friday, January 9th. Bank of America cut their price objective on shares of Broadcom from $500.00 to $450.00 and set a “buy” rating on the stock in a research report on Thursday, March 5th. Weiss Ratings restated a “buy (b)” rating on shares of Broadcom in a research note on Monday, December 29th. Finally, Susquehanna reaffirmed a “positive” rating and issued a $450.00 target price (up from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Broadcom presently has a consensus rating of “Moderate Buy” and a consensus target price of $435.30.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: OpenAI partnership: Broadcom struck a multiyear deal to co-develop custom AI accelerators, positioning AVGO as a strategic supplier for OpenAI and signaling material addressable revenue from bespoke AI silicon and related infrastructure. OpenAI Just Became Broadcom’s Newest Chip Customer
• Positive Sentiment: Analyst upgrades: Erste Group sharply raised estimates (FY2026 to ~$9.80 EPS and FY2027 to ~$16.55 EPS), implying much stronger earnings power than consensus and supporting a higher valuation if AI wins scale as expected.
• Positive Sentiment: Thesis reinforcement from market commentary: Multiple bullish write-ups highlight Broadcom’s expanding role across custom AI silicon, networking and software for hyperscalers — a structural growth story that investors view as durable despite recent volatility. Broadcom (AVGO) Powers the AI Boom — Bullish despite the Pullback
• Neutral Sentiment: Price-target / multi‑year outlook pieces: Analysts and retail sites are publishing 3‑year AVGO price predictions and scenario analyses reflecting both upside from AI exposure and risk from lofty multiples. Broadcom Stock Price Prediction: Where Will AVGO Be in 3 Years?
• Neutral Sentiment: Buy-the-dip narratives: Several outlets argue the ~24% pullback is a buying opportunity tied to the OpenAI deal and secular AI demand, but these are thesis-driven and hinge on execution. Is the 24% Dip a Golden Buying Opportunity?
• Neutral Sentiment: Macro/sector context: Coverage noting that tech earnings have grown but some ETFs (and segments) lag share-price recovery, which can keep trading volatile for large-cap semiconductors like AVGO. As Tech Earnings Grow, This ETF Still Hasn’t Caught Up (AVGO)
• Negative Sentiment: Insider selling: Reports of insiders selling shares have raised near‑term sentiment concerns and may amplify downside during a broader pullback, even if strategic fundamentals remain intact. 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.