Broadcom Inc. $AVGO Shares Acquired by Czech National Bank

Czech National Bank boosted its holdings in Broadcom Inc. (NASDAQ:AVGO) by 4.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,245,030 shares of the semiconductor manufacturer’s stock after purchasing an additional 50,447 shares during the quarter. Broadcom comprises 2.8% of Czech National Bank’s holdings, making the stock its 6th largest holding. Czech National Bank’s holdings in Broadcom were worth $430,905,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Teachers Insurance & Annuity Association of America bought a new stake in shares of Broadcom in the 2nd quarter valued at $28,000. JCIC Asset Management Inc. bought a new position in Broadcom during the third quarter worth $31,000. Miller Global Investments LLC acquired a new stake in Broadcom in the fourth quarter worth $31,000. Manning & Napier Advisors LLC acquired a new stake in Broadcom in the third quarter worth $34,000. Finally, Evolution Wealth Management Inc. bought a new stake in Broadcom in the second quarter valued at $36,000. 76.43% of the stock is currently owned by institutional investors.

Trending Headlines about 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?

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Morgan Stanley upped their price objective on shares of Broadcom from $462.00 to $470.00 and gave the company an “overweight” rating in a report on Friday, March 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research report on Monday, December 29th. Wells Fargo & Company raised Broadcom from an “equal weight” rating to an “overweight” rating and upped their price target for the stock from $410.00 to $430.00 in a research note on Thursday, January 15th. DA Davidson upgraded Broadcom to a “hold” rating in a report on Friday, February 13th. Finally, Susquehanna reissued a “positive” rating and issued a $450.00 price objective (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $435.30.

Broadcom Stock Down 2.8%

Shares of NASDAQ AVGO opened at $300.68 on Friday. 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 company has a 50-day moving average price of $327.00 and a 200-day moving average price of $344.92. The stock has a market capitalization of $1.42 trillion, a P/E ratio of 58.73, a P/E/G ratio of 0.64 and a beta of 1.22. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61.

Broadcom (NASDAQ:AVGO) last posted its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share 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 analyst estimates 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 in the prior year, the business posted $1.60 EPS. On average, equities research analysts forecast that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Dividend Announcement

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 $0.65 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.9%. Broadcom’s dividend payout ratio is 50.78%.

Insider Buying and Selling

In related news, CEO Hock E. Tan sold 70,000 shares of Broadcom stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the transaction, the chief executive officer owned 132,836 shares of the company’s stock, valued at $46,133,942.80. The trade was a 34.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Mark David Brazeal sold 50,488 shares of the company’s stock in a transaction 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 sale, the insider owned 278,141 shares of the company’s stock, valued at $89,450,145.60. This trade represents a 15.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 403,049 shares of company stock valued at $133,459,315. 1.90% of the stock is currently owned by company insiders.

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.