Broadcom Inc. $AVGO Shares Sold by Columbus Macro LLC

Columbus Macro LLC lessened its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 6.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 29,198 shares of the semiconductor manufacturer’s stock after selling 1,939 shares during the quarter. Columbus Macro LLC’s holdings in Broadcom were worth $9,037,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. raised its stake in Broadcom by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 482,707,302 shares of the semiconductor manufacturer’s stock valued at $167,064,997,000 after acquiring an additional 3,919,715 shares in the last quarter. State Street Corp boosted its position in Broadcom by 2.7% during the 4th quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock worth $65,788,194,000 after acquiring an additional 5,040,801 shares during the period. Geode Capital Management LLC grew its stake in shares of Broadcom by 1.4% in the fourth quarter. Geode Capital Management LLC now owns 111,277,280 shares of the semiconductor manufacturer’s stock worth $38,396,634,000 after purchasing an additional 1,548,699 shares in the last quarter. Price T Rowe Associates Inc. MD grew its stake in shares of Broadcom by 3.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 85,546,083 shares of the semiconductor manufacturer’s stock worth $29,607,500,000 after purchasing an additional 2,491,644 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Broadcom during the fourth quarter valued at $24,252,196,000. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on AVGO shares. TD Cowen restated a “buy” rating and set a $500.00 price objective on shares of Broadcom in a research note on Thursday, June 4th. Wall Street Zen lowered shares of Broadcom from a “strong-buy” rating to a “buy” rating in a research report on Tuesday, June 23rd. Dbs Bank raised shares of Broadcom to a “moderate buy” rating in a research note on Thursday, June 18th. Royal Bank Of Canada boosted their price target on shares of Broadcom from $360.00 to $400.00 and gave the stock a “sector perform” rating in a research report on Thursday, June 4th. Finally, Evercore reaffirmed an “outperform” rating and issued a $582.00 price target on shares of Broadcom in a research note on Tuesday, May 19th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Broadcom currently has a consensus rating of “Moderate Buy” and a consensus target price of $493.24.

Broadcom Stock Up 2.0%

AVGO opened at $372.45 on Tuesday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.01 and a current ratio of 2.24. The company has a market capitalization of $1.77 trillion, a PE ratio of 62.08, a P/E/G ratio of 0.64 and a beta of 1.41. The stock’s fifty day moving average is $411.18 and its 200-day moving average is $362.85. Broadcom Inc. has a one year low of $262.66 and a one year high of $495.00.

Broadcom (NASDAQ:AVGO) last announced its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share for the quarter, beating the consensus estimate of $2.40 by $0.04. The business had revenue of $22.19 billion during the quarter, compared to analysts’ expectations of $22.13 billion. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The company’s quarterly revenue was up 47.9% on a year-over-year basis. During the same quarter last year, the business posted $1.58 earnings per share. On average, equities analysts predict that Broadcom Inc. will post 10.24 EPS for the current fiscal year.

Broadcom Announces Dividend

The firm also recently disclosed 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. The ex-dividend date is Monday, June 22nd. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. Broadcom’s dividend payout ratio (DPR) is 43.33%.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom continues to benefit from its expanding role in AI infrastructure, with articles highlighting its partnership with OpenAI and the launch of the first custom “Jalapeño” AI chip, underscoring real business momentum from AI demand. Broadcom (AVGO) The Best High Growth Semiconductor to Buy Now?
• Positive Sentiment: Broadcom’s upcoming dividend payment reinforces its shareholder-return profile and may attract income-focused investors, especially with the company maintaining a long payout streak. Broadcom to pay dividends tomorrow: Here’s how much 100 AVGO shares will earn
• Positive Sentiment: Several recent pieces continue to frame Broadcom as a key AI infrastructure winner and a potential long-term leader, including coverage pointing to strong organic AI revenue growth and notable investor interest from big-name funds. The Billionaire Who Sold Nvidia Too Early Just Bought 196,000 Shares of Broadcom — Here’s the Thesis Behind the Rotation
• Neutral Sentiment: Broadcom was also mentioned in broad “must-buy” and model portfolio articles focused on AI beneficiaries, which keeps sentiment constructive but does not add a specific new catalyst for the stock. ChatGPT builds an ideal $1,000 stock portfolio for the second half of 2026
• Negative Sentiment: Some commentary warns that the AI trade could be vulnerable if “good news” stops driving stocks higher, which adds a cautionary tone for AVGO after a strong run in AI-related expectations. This CIO Says the AI Bubble Pops the Moment Good News Stops Moving Stocks
• Negative Sentiment: Broadcom’s recent drop from its peak has led to debate over whether the selloff reflects stretched expectations rather than deteriorating fundamentals, suggesting investor sentiment remains fragile. Broadcom stock crashed 24% but here’s why analysts are not walking away

Insider Activity at Broadcom

In related news, insider S. Ram Velaga sold 17,260 shares of the stock in a transaction that occurred on Thursday, April 9th. The shares were sold at an average price of $352.12, for a total transaction of $6,077,591.20. Following the completion of the sale, the insider directly owned 65,932 shares of the company’s stock, valued at $23,215,975.84. This represents a 20.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Justine Page sold 2,018 shares of the stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $353.00, for a total transaction of $712,354.00. Following the sale, the director directly owned 18,164 shares of the company’s stock, valued at approximately $6,411,892. This represents a 10.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 59,385 shares of company stock worth $21,301,057. Company insiders own 1.90% of the company’s stock.

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.