Fort Washington Investment Advisors Inc. OH Has $151.13 Million Stock Position in Broadcom Inc. $AVGO

Fort Washington Investment Advisors Inc. OH reduced its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 11.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 436,653 shares of the semiconductor manufacturer’s stock after selling 56,239 shares during the quarter. Broadcom makes up approximately 0.8% of Fort Washington Investment Advisors Inc. OH’s holdings, making the stock its 27th biggest position. Fort Washington Investment Advisors Inc. OH’s holdings in Broadcom were worth $151,126,000 at the end of the most recent quarter.

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

Broadcom Stock Performance

AVGO stock opened at $300.68 on Monday. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The stock has a market cap of $1.42 trillion, a price-to-earnings ratio of 58.73, a price-to-earnings-growth ratio of 0.64 and a beta of 1.22. The company has a fifty day moving average price of $327.00 and a two-hundred day moving average price of $344.74. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, beating the consensus estimate 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 company’s revenue was up 29.5% on a year-over-year basis. During the same period in the prior year, the firm earned $1.60 earnings per share. Equities analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Dividend Announcement

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

Key Broadcom News

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?

Insider Transactions at Broadcom

In other Broadcom news, insider S. Ram Velaga sold 38,841 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at $30,920,875.20. This trade represents a 28.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CFO Kirsten M. Spears sold 36,292 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 $11,671,507.20. Following the sale, the chief financial officer owned 327,760 shares of the company’s stock, valued at approximately $105,407,616. This represents a 9.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 403,049 shares of company stock worth $133,459,315. 1.90% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Rosenblatt Securities raised their price objective on Broadcom from $450.00 to $500.00 and gave the company a “buy” rating in a report on Thursday, March 5th. Sanford C. Bernstein reiterated an “outperform” rating and set a $475.00 target price (up from $400.00) on shares of Broadcom in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $430.00 price target on Broadcom and gave the company a “buy” rating in a research report on Friday, December 12th. Oppenheimer raised their price target on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. Finally, Robert W. Baird set a $420.00 price target on Broadcom in a research report on Friday, December 12th. 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. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $435.30.

Broadcom Company 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.