Shrier Wealth Management LLC Invests $558,000 in Broadcom Inc. $AVGO

Shrier Wealth Management LLC purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,611 shares of the semiconductor manufacturer’s stock, valued at approximately $558,000.

A number of other large investors have also recently modified their holdings of AVGO. Baring Financial LLC increased its holdings in Broadcom by 2.2% during the 4th quarter. Baring Financial LLC now owns 1,359 shares of the semiconductor manufacturer’s stock worth $470,000 after purchasing an additional 29 shares during the period. Arthur M. Cohen & Associates LLC lifted its holdings in shares of Broadcom by 0.6% in the 3rd quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock worth $1,577,000 after buying an additional 30 shares during the period. Jackson Hole Capital Partners LLC grew its position in shares of Broadcom by 1.4% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock worth $716,000 after buying an additional 30 shares in the last quarter. Private Wealth Partners LLC grew its position in shares of Broadcom by 0.7% during the 3rd quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock worth $1,410,000 after buying an additional 30 shares in the last quarter. Finally, Planning Alternatives Ltd. ADV increased its stake in shares of Broadcom by 1.4% during the third quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock valued at $715,000 after buying an additional 30 shares during the period. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Broadcom Price Performance

Shares of NASDAQ AVGO opened at $314.55 on Friday. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The company has a market cap of $1.49 trillion, a PE ratio of 61.44, a P/E/G ratio of 0.67 and a beta of 1.24. 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 business has a 50-day simple moving average of $324.73 and a two-hundred day simple moving average of $343.04.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data 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. The firm had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The company’s revenue for the quarter was up 29.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.60 earnings per share. As a group, equities 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 was paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd were paid a dividend of $0.65 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. Broadcom’s dividend payout ratio is presently 50.78%.

Key Headlines Impacting 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 research firms recently weighed in on AVGO. Wall Street Zen upgraded Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Oppenheimer raised their target price on shares of Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. DA Davidson upgraded shares of Broadcom to a “hold” rating in a report on Friday, February 13th. Robert W. Baird set a $420.00 price target on shares of Broadcom in a research report on Friday, December 12th. Finally, Mizuho set a $480.00 price objective on shares of Broadcom and gave the company an “outperform” rating in a research note on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $435.30.

Insider Buying and Selling at Broadcom

In other Broadcom news, insider Mark David Brazeal sold 50,488 shares of the firm’s stock in a transaction 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 completion of the transaction, the insider owned 278,141 shares of the company’s stock, valued at approximately $89,450,145.60. This trade represents a 15.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Kirsten M. Spears sold 36,292 shares of Broadcom stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the sale, the chief financial officer owned 327,760 shares of the company’s stock, valued at $105,407,616. The trade was a 9.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 373,049 shares of company stock worth $123,024,715 in the last three months. 1.90% of the stock is 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.