ABN Amro Investment Solutions Has $202.35 Million Position in Broadcom Inc. $AVGO

ABN Amro Investment Solutions lifted its position in Broadcom Inc. (NASDAQ:AVGO) by 26.9% during the 1st quarter, HoldingsChannel reports. The firm owned 653,771 shares of the semiconductor manufacturer’s stock after buying an additional 138,479 shares during the period. Broadcom comprises about 2.6% of ABN Amro Investment Solutions’ investment portfolio, making the stock its 6th biggest position. ABN Amro Investment Solutions’ holdings in Broadcom were worth $202,349,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Oslo Pensjonsforsikring AS bought a new position in Broadcom during the 1st quarter valued at approximately $3,680,000. Mathes Company Inc. boosted its holdings in Broadcom by 1.6% in the first quarter. Mathes Company Inc. now owns 15,775 shares of the semiconductor manufacturer’s stock worth $4,883,000 after acquiring an additional 255 shares in the last quarter. DJE Kapital AG purchased a new stake in shares of Broadcom in the first quarter worth $30,211,000. Andra AP fonden increased its holdings in shares of Broadcom by 99.1% during the first quarter. Andra AP fonden now owns 649,700 shares of the semiconductor manufacturer’s stock valued at $201,089,000 after acquiring an additional 323,393 shares in the last quarter. Finally, Summit Asset Management LLC bought a new position in shares of Broadcom during the first quarter valued at $206,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on AVGO. Truist Financial increased their price target on shares of Broadcom from $545.00 to $550.00 and gave the company a “buy” rating in a report on Thursday, June 4th. DA Davidson upped their price objective on Broadcom from $375.00 to $400.00 and gave the company a “neutral” rating in a research report on Thursday, June 4th. Erste Group Bank reiterated a “hold” rating on shares of Broadcom in a research note on Tuesday, July 7th. Mizuho boosted their price target on Broadcom from $480.00 to $530.00 and gave the stock an “outperform” rating in a research note on Thursday, June 4th. Finally, Benchmark upped their price target on Broadcom from $485.00 to $545.00 and gave the company a “buy” rating in a report on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Broadcom has an average rating of “Moderate Buy” and a consensus price target of $493.24.

Broadcom Stock Performance

NASDAQ:AVGO opened at $381.92 on Friday. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.01 and a current ratio of 2.24. Broadcom Inc. has a 52-week low of $281.61 and a 52-week high of $495.00. The firm has a market capitalization of $1.82 trillion, a PE ratio of 63.65, a P/E/G ratio of 0.75 and a beta of 1.45. The stock has a 50-day simple moving average of $397.42 and a two-hundred day simple moving average of $366.68.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. The company had revenue of $22.19 billion for 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 firm’s revenue was up 47.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.58 EPS. Analysts forecast that Broadcom Inc. will post 10.24 EPS for the current year.

Broadcom Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd were paid a $0.65 dividend. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Monday, June 22nd. Broadcom’s dividend payout ratio (DPR) is presently 43.33%.

Insider Buying and Selling

In other Broadcom news, Director Gayla J. Delly sold 1,890 shares of the business’s stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $385.38, for a total transaction of $728,368.20. Following the completion of the transaction, the director owned 31,326 shares in the company, valued at $12,072,413.88. The trade was a 5.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Harry L. You acquired 1,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The shares were acquired at an average price of $373.57 per share, with a total value of $373,570.00. Following the acquisition, the director owned 38,466 shares in the company, valued at $14,369,743.62. This trade represents a 2.67% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have sold a total of 61,644 shares of company stock worth $24,016,214 in the last 90 days. Company insiders own 1.90% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom continues to be viewed as one of the strongest AI infrastructure names, with articles highlighting durable AI bookings, customer commitments through 2028, and the company’s importance in data center networking. Article Title
• Positive Sentiment: Several bullish commentary pieces argue the recent AI pullback is a buying opportunity, with analysts and market writers saying Broadcom still has room to grow and should benefit from continued AI spending. Article Title
• Positive Sentiment: TSMC’s planned price increases could reinforce pricing power for leading AI chip suppliers like Broadcom, which may support margins and investor confidence if demand remains strong. Article Title
• Positive Sentiment: Institutional buying also offered a constructive signal, as Alecta Pensionsförsäkring reportedly boosted its Broadcom stake by 99,200 shares. Article Title
• Neutral Sentiment: Broadcom was mentioned in a broader semiconductor sector piece saying the group is consolidating after a strong 2026 rally, with concerns around valuation and leveraged positioning contributing to July weakness across the chip space. Article Title
• Neutral Sentiment: Broadcom was also included in general “high ROE” and dividend-focused articles, reinforcing its quality profile but not adding a major new catalyst. Article Title
• Negative Sentiment: One headline noted a “large increase” in short interest in Broadcom during July, but the reported figures showed zero shares short, so this appears to be a data anomaly rather than a meaningful bearish signal. Article Title

Broadcom Company 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.