Broadcom Inc. $AVGO Shares Sold by Moody Lynn & Lieberson LLC

Moody Lynn & Lieberson LLC trimmed its holdings in Broadcom Inc. (NASDAQ:AVGO) by 14.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 328,303 shares of the semiconductor manufacturer’s stock after selling 57,311 shares during the quarter. Broadcom comprises 6.0% of Moody Lynn & Lieberson LLC’s portfolio, making the stock its 3rd biggest holding. Moody Lynn & Lieberson LLC’s holdings in Broadcom were worth $113,626,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Providence First Trust Co grew its position in shares of Broadcom by 1,099.3% during the 3rd quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock worth $2,944,000 after buying an additional 8,179 shares during the period. Whittier Trust Co. of Nevada Inc. lifted its holdings in Broadcom by 3.4% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 323,587 shares of the semiconductor manufacturer’s stock valued at $109,492,000 after buying an additional 10,786 shares during the period. Lmcg Investments LLC lifted its holdings in Broadcom by 9.4% in the third quarter. Lmcg Investments LLC now owns 38,961 shares of the semiconductor manufacturer’s stock valued at $12,854,000 after buying an additional 3,357 shares during the period. AQR Capital Management LLC boosted its stake in Broadcom by 13.3% in the second quarter. AQR Capital Management LLC now owns 3,877,709 shares of the semiconductor manufacturer’s stock valued at $1,063,501,000 after acquiring an additional 455,851 shares during the last quarter. Finally, Wright Investors Service Inc. boosted its stake in Broadcom by 5.4% in the third quarter. Wright Investors Service Inc. now owns 42,159 shares of the semiconductor manufacturer’s stock valued at $13,909,000 after acquiring an additional 2,178 shares during the last quarter. Institutional investors own 76.43% of the company’s stock.

Broadcom Stock Performance

Shares of NASDAQ AVGO opened at $314.55 on Friday. The company’s fifty day moving average is $324.73 and its 200-day moving average is $343.04. The stock has a market cap of $1.49 trillion, a price-to-earnings ratio of 61.44, a P/E/G ratio of 0.67 and a beta of 1.24. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $19.10 billion. During the same quarter in the previous year, the business earned $1.60 EPS. The firm’s revenue was up 29.5% on a year-over-year basis. Equities research analysts predict that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd were 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 was Monday, March 23rd. Broadcom’s payout ratio is presently 50.78%.

Insider Buying and Selling

In other news, insider Mark David Brazeal sold 50,488 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total transaction 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Kirsten M. Spears sold 36,292 shares of the firm’s stock in a transaction dated 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 directly owned 327,760 shares in the company, valued at approximately $105,407,616. This represents a 9.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 373,049 shares of company stock valued at $123,024,715. 1.90% of the stock is owned by company insiders.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Five‑year, $970M blanket purchase agreement with the Defense Information Systems Agency (DISA) via partner Carahsoft boosts recurring software/government revenue visibility and demonstrates Broadcom’s traction in public‑sector contracts. Broadcom (AVGO) and Carahsoft Announce $970M BPA with DISA
• Positive Sentiment: Appointment of Alphabet finance executive Amie Thuener as CFO (effective June 12) is framed as a governance/operational positive — adds Big Tech financial experience as Broadcom scales its AI chip and software businesses. Broadcom taps Alphabet executive Amie Thuener as next CFO
• Positive Sentiment: High‑profile investor support: reports that Ray Dalio remains bullish on Broadcom add institutional endorsement to the AI/software growth narrative. Broadcom Inc. (AVGO): Billionaire Ray Dalio Continues to Be Bullish
• Neutral Sentiment: Analyst and market commentary continues to emphasize Broadcom’s AI upside and long‑term moat, while noting the story is still early — supportive for sentiment but reliant on execution and product ramp. Broadcom’s AI Story Is Still Early
• Negative Sentiment: Broker downgrade: Erste Group cut AVGO from “buy” to “hold,” which can pressure flows and investor conviction in the near term. Finviz / coverage note
• Negative Sentiment: Insider selling: co‑founder Henry Samueli disclosed a record sale, drawing attention and potentially heightening investor caution about timing and valuation. What Henry Samueli’s Record Broadcom Sale Signals For AVGO Shareholders
• Negative Sentiment: Macro/sector risk: recent chip‑stock selloff tied to geopolitical tensions (Iran conflict, supply‑chain concerns) and a post‑earnings pullback (Zacks notes a ~5.5% decline since results) weigh on short‑term performance. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard.

Wall Street Analyst Weigh In

Several analysts have commented on AVGO shares. Sanford C. Bernstein reiterated an “outperform” rating and set a $475.00 target price (up from $400.00) on shares of Broadcom in a research report on Friday, December 12th. Oppenheimer raised their price target on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, December 12th. KeyCorp reaffirmed an “overweight” rating and set a $500.00 price objective (up from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Benchmark reiterated a “buy” rating and issued a $485.00 price objective on shares of Broadcom in a report on Thursday, March 5th. Finally, DA Davidson raised Broadcom to a “hold” rating in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $435.30.

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.