Broadcom Inc. $AVGO Shares Bought by Fidelis Capital Partners LLC

Posted by ABMN Staff on Jun 1st, 2026

Fidelis Capital Partners LLC raised its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 63,465 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,875 shares during the period. Broadcom makes up 1.6% of Fidelis Capital Partners LLC’s investment portfolio, making the stock its 13th largest holding. Fidelis Capital Partners LLC’s holdings in Broadcom were worth $21,965,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in AVGO. Miller Global Investments LLC acquired a new stake in shares of Broadcom in the 4th quarter worth $31,000. Nvest Wealth Strategies Inc. acquired a new stake in shares of Broadcom in the 4th quarter worth $33,000. Family CFO Inc purchased a new position in shares of Broadcom in the 4th quarter valued at about $35,000. PayPay Securities Corp increased its holdings in shares of Broadcom by 88.9% in the 4th quarter. PayPay Securities Corp now owns 119 shares of the semiconductor manufacturer’s stock valued at $41,000 after purchasing an additional 56 shares in the last quarter. Finally, Camelot Portfolios LLC purchased a new position in shares of Broadcom in the 4th quarter valued at about $45,000. Institutional investors and hedge funds own 76.43% of the company’s stock.

Broadcom Stock Performance

NASDAQ:AVGO opened at $446.77 on Monday. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. The firm has a 50-day moving average price of $383.52 and a two-hundred day moving average price of $358.56. Broadcom Inc. has a twelve month low of $234.90 and a twelve month high of $448.90. The company has a market capitalization of $2.12 trillion, a P/E ratio of 87.26, a price-to-earnings-growth ratio of 0.92 and a beta of 1.41.

Broadcom (NASDAQ:AVGO – Get Free Report) last posted 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. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The firm had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the firm posted $1.60 EPS. The firm’s revenue for the quarter was up 29.5% on a year-over-year basis. As a group, research analysts expect that Broadcom Inc. will post 9.91 earnings per share for the current fiscal 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 issued a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a yield of 0.6%. The ex-dividend date was Monday, March 23rd. Broadcom’s dividend payout ratio (DPR) is 50.78%.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Broadcom continues to be highlighted as a key behind-the-scenes AI winner, with articles arguing its revenue and earnings could more than double between FY25 and FY27 as demand for AI infrastructure remains strong. Best AI Stocks to Buy in June and Hold Forever: AVGO
Positive Sentiment: Broadcom was also named one of Claude AI’s top stock picks for 2026, reinforcing the market’s view that the company is a leading AI infrastructure play. Broadcom (AVGO) is Among Claude AI’s Top Stock Picks for 2026
Positive Sentiment: Investor sentiment remains constructive after Broadcom unveiled new edge-AI networking silicon and a Samsung partnership for fixed wireless access, which could expand its footprint in next-gen connectivity. Broadcom’s BCM68850 Boosts AVGO’s Edge AI Push: More Upside Ahead?
Positive Sentiment: Broadcom was featured in commentary from Jim Cramer and other market-watch articles emphasizing its custom chips for major hyperscalers and its strong long-term positioning in AI infrastructure. Jim Cramer Explains “Why We’ve Stuck With Broadcom”
Neutral Sentiment: Several pieces noted that AVGO is one of the market’s most watched semiconductor names, with traders focusing on whether the recent rally can continue near resistance and ahead of upcoming earnings. Broadcom Inc. (AVGO) Is a Trending Stock: Facts to Know Before Betting on It
Negative Sentiment: There was also some caution around the broader chip sector, with articles warning that the AI/silicon rally may be getting extended and could be vulnerable if growth expectations cool. What If Chip Stocks Aren’t in a Supercycle After All?
Negative Sentiment: Discovery Capital Management disclosed a sale of 83,200 Broadcom shares, a modest headwind that could signal some profit-taking by a large holder. Discovery Capital Management pares Broadcom stake, sells 83,200 shares

Insider Buying and Selling at Broadcom

In other Broadcom news, insider Charlie B. Kawwas sold 39,116 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the completion of the transaction, the insider directly owned 74,626 shares in the company, valued at approximately $24,000,467.86. This trade represents a 34.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Kirsten M. Spears sold 36,292 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the transaction, the chief financial officer owned 327,760 shares of the company’s stock, valued at $105,407,616. This trade represents a 9.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 324,282 shares of company stock valued at $106,425,249. Insiders own 1.90% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Evercore reiterated an “outperform” rating and issued a $582.00 price target on shares of Broadcom in a report on Tuesday, May 19th. Weiss Ratings upgraded shares of Broadcom from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Royal Bank Of Canada cut their price target on shares of Broadcom from $370.00 to $340.00 and set a “sector perform” rating for the company in a report on Monday, March 2nd. Susquehanna reiterated a “positive” rating and issued a $490.00 price target (up from $450.00) on shares of Broadcom in a report on Thursday. Finally, Citigroup reiterated a “buy” rating and issued a $500.00 price target (up from $475.00) on shares of Broadcom in a report on Tuesday, May 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $454.55.

Check Out Our Latest Stock Analysis on Broadcom

Broadcom Profile

(Free Report)

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.