Broadcom Inc. $AVGO Position Increased by Global Retirement Partners LLC

Global Retirement Partners LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO) by 43.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 134,744 shares of the semiconductor manufacturer’s stock after purchasing an additional 40,517 shares during the period. Broadcom accounts for 0.8% of Global Retirement Partners LLC’s portfolio, making the stock its 16th largest position. Global Retirement Partners LLC’s holdings in Broadcom were worth $46,635,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also made changes to their positions in the stock. Financial Synergies Wealth Advisors Inc. lifted its holdings in shares of Broadcom by 101.9% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 2,275 shares of the semiconductor manufacturer’s stock worth $787,000 after purchasing an additional 1,148 shares during the last quarter. Mach 1 Financial Group LLC lifted its holdings in shares of Broadcom by 277.8% in the 4th quarter. Mach 1 Financial Group LLC now owns 17,479 shares of the semiconductor manufacturer’s stock worth $6,049,000 after purchasing an additional 12,852 shares during the last quarter. Trajan Wealth LLC lifted its holdings in shares of Broadcom by 22.0% in the 4th quarter. Trajan Wealth LLC now owns 1,492 shares of the semiconductor manufacturer’s stock worth $516,000 after purchasing an additional 269 shares during the last quarter. Authentikos Wealth Advisory LLC bought a new stake in shares of Broadcom in the 4th quarter worth approximately $269,000. Finally, Fortis Group Advisors LLC lifted its holdings in shares of Broadcom by 0.7% in the 4th quarter. Fortis Group Advisors LLC now owns 5,711 shares of the semiconductor manufacturer’s stock worth $1,892,000 after purchasing an additional 39 shares during the last quarter. Institutional investors own 76.43% of the company’s stock.

Insider Buying and Selling

In other news, insider Mark David Brazeal sold 50,488 shares of the business’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 approximately $89,450,145.60. The trade was a 15.36% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Justine Page sold 2,018 shares of the business’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $353.00, for a total value of $712,354.00. Following the completion of the sale, the director directly owned 18,164 shares in the company, valued at $6,411,892. This represents a 10.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 324,282 shares of company stock worth $106,425,249. 1.90% of the stock is owned by corporate insiders.

Broadcom Stock Up 1.9%

Shares of Broadcom stock opened at $422.01 on Wednesday. The business’s fifty day moving average price is $376.86 and its two-hundred day moving average price is $356.93. 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 market capitalization of $2.00 trillion, a P/E ratio of 82.42, a PEG ratio of 0.86 and a beta of 1.43. Broadcom Inc. has a 1-year low of $231.13 and a 1-year high of $442.36.

Broadcom (NASDAQ:AVGO) last announced its earnings results 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 firm had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The firm’s revenue for the quarter was up 29.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.60 EPS. As a group, research analysts forecast that Broadcom Inc. will post 9.91 EPS for the current year.

Broadcom Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd were paid a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, March 23rd. Broadcom’s payout ratio is currently 50.78%.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom unveiled the industry’s first end-to-end 50G PON edge AI portfolio, led by the BCM68850 home gateway SoC with an integrated NPU and native Wi‑Fi 8 support, underscoring demand for its AI-enabled networking products. Article Title
• Positive Sentiment: Several articles highlighted Broadcom as a major beneficiary of AI infrastructure spending, with commentary pointing to strong custom silicon partnerships and growing confidence that hyperscalers will keep outsourcing specialized chips to AVGO. Article Title
• Positive Sentiment: Investor attention also turned to Broadcom after reports that billionaire Stanley Druckenmiller sold other AI names and bought Broadcom instead, a sentiment signal that can encourage more buying. Article Title
• Positive Sentiment: Broadcom was repeatedly framed as a core AI networking winner, with commentary suggesting the market is rewarding companies tied to the AI chip and infrastructure cycle. Article Title
• Neutral Sentiment: Analyst-style coverage ahead of Broadcom’s next earnings report is keeping attention on results and management commentary, but this is more of a watch item than an immediate stock driver. Article Title
• Neutral Sentiment: One commentary piece suggested Broadcom could have further upside if AI infrastructure demand keeps accelerating, but this was largely a valuation and price-target discussion rather than new company-specific news. Article Title

Wall Street Analyst Weigh In

AVGO has been the topic of several recent research reports. Wolfe Research raised Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price target on the stock in a report on Friday, January 30th. DA Davidson raised Broadcom to a “hold” rating in a report on Friday, February 13th. Weiss Ratings downgraded Broadcom from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, April 24th. Morgan Stanley lifted their target price on Broadcom from $462.00 to $470.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Finally, TD Cowen reaffirmed a “buy” rating and set a $500.00 target price (up from $405.00) on shares of Broadcom in a research note on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $448.10.

About Broadcom

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.