Advisortrust Partners LLC Takes Position in Broadcom Inc. $AVGO

Posted by ABMN Staff on Jun 22nd, 2026

Advisortrust Partners LLC bought a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 44,000 shares of the semiconductor manufacturer’s stock, valued at approximately $15,228,000. Broadcom makes up approximately 6.7% of Advisortrust Partners LLC’s investment portfolio, making the stock its 2nd largest holding.

Several other large investors have also added to or reduced their stakes in AVGO. PeakShares LLC acquired a new position in Broadcom in the fourth quarter valued at approximately $918,000. Rubicon Advisors GP bought a new position in Broadcom during the fourth quarter worth $648,000. Corient Private Wealth LLC boosted its stake in Broadcom by 7.5% during the fourth quarter. Corient Private Wealth LLC now owns 3,913,103 shares of the semiconductor manufacturer’s stock worth $1,355,463,000 after acquiring an additional 273,044 shares in the last quarter. EMC Capital Management increased its stake in Broadcom by 25.0% in the fourth quarter. EMC Capital Management now owns 2,500 shares of the semiconductor manufacturer’s stock valued at $862,000 after purchasing an additional 500 shares in the last quarter. Finally, Auto Owners Insurance Co raised its holdings in shares of Broadcom by 34,510.0% during the fourth quarter. Auto Owners Insurance Co now owns 827,179 shares of the semiconductor manufacturer’s stock valued at $28,629,000 after purchasing an additional 824,789 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Broadcom Price Performance

AVGO opened at $411.35 on Monday. Broadcom Inc. has a twelve month low of $244.17 and a twelve month high of $495.00. The company’s 50-day moving average price is $411.42 and its two-hundred day moving average price is $363.34. The stock has a market cap of $1.96 trillion, a price-to-earnings ratio of 68.56, a PEG ratio of 0.72 and a beta of 1.41. The company has a quick ratio of 2.01, a current ratio of 2.24 and a debt-to-equity ratio of 0.71.

Broadcom (NASDAQ:AVGO – Get Free Report) last issued its quarterly earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.04. The company had revenue of $22.19 billion during the quarter, compared to analyst estimates of $22.13 billion. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. Broadcom’s quarterly revenue was up 47.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.58 EPS. As a group, equities analysts expect that Broadcom Inc. will post 10.24 earnings per share for the current year.

Broadcom Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd will be given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, June 22nd. Broadcom’s dividend payout ratio is currently 43.33%.

Insider Activity at Broadcom

In other Broadcom news, insider Charlie B. Kawwas sold 10,000 shares of the stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $345.23, for a total transaction of $3,452,300.00. Following the completion of the transaction, the insider owned 787,184 shares in the company, valued at $271,759,532.32. This trade represents a 1.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Harry L. You bought 1,000 shares of the stock in a transaction on Thursday, June 11th. The shares were acquired at an average cost of $373.57 per share, for a total transaction of $373,570.00. Following the acquisition, the director directly owned 38,466 shares in the company, valued at approximately $14,369,743.62. This trade represents a 2.67% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 59,385 shares of company stock worth $21,301,057 in the last three months. Corporate insiders own 1.90% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on AVGO. The Goldman Sachs Group reissued a “buy” rating and set a $525.00 price objective on shares of Broadcom in a research report on Thursday, June 4th. Wells Fargo & Company reiterated an “overweight” rating and issued a $545.00 target price (up from $430.00) on shares of Broadcom in a report on Thursday, May 14th. Benchmark lifted their price target on shares of Broadcom from $485.00 to $545.00 and gave the company a “buy” rating in a research report on Thursday, June 4th. Bank of America boosted their price target on shares of Broadcom from $450.00 to $530.00 and gave the company a “buy” rating in a research note on Thursday, June 4th. Finally, Evercore restated an “outperform” rating and set a $582.00 price objective on shares of Broadcom in a report on Tuesday, May 19th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Broadcom has an average rating of “Moderate Buy” and a consensus price target of $490.13.

Get Our Latest Research Report on Broadcom

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Broadcom’s debt tender offer was upsized to $3 billion after strong investor demand, signaling active balance-sheet management and reinforcing investor confidence. Broadcom Inc. Announces Results and Upsize of Offers to Purchase for Cash Certain of its Outstanding Debt Securities
Positive Sentiment: JPMorgan remained bullish on Broadcom, saying investors should be “aggressive buyers,” which supports the view that the market may still be underestimating AVGO’s AI growth. AVGO stock jumps — JPMorgan says investors should be ‘aggressive buyers’ of Broadcom at current levels
Positive Sentiment: Citi also called Broadcom a top chip stock on strong data-center demand, adding another bullish Wall Street view tied to AI infrastructure spending. Citi Touts Broadcom Inc. (AVGO) as a Top Chip Stock on Soaring Data Center Demand
Positive Sentiment: One report said VMware, Broadcom’s second-largest business, may be set to accelerate, which could broaden growth beyond the company’s AI chip exposure. VMware: Broadcom’s Second Biggest Business Set to Accelerate
Neutral Sentiment: Insider Mark David Brazeal sold shares in two June transactions, but the sales were relatively small versus his remaining stake and do not necessarily change the broader investment thesis. Mark David Brazeal insider trading page
Negative Sentiment: One analyst warned that chip valuations are getting stretched and suggested investors could consider alternatives, including Broadcom, which may temper enthusiasm if valuation concerns intensify. Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.

About Broadcom

(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.