4,767 Shares in Broadcom Inc. $AVGO Acquired by Box Hill Private Wealth LLC

Key Points

• Box Hill Private Wealth LLC initiated a new position in Broadcom during the fourth quarter, buying 4,767 shares valued at about $1.65 million. The stake represents 1.7% of its portfolio and Broadcom is now its 17th-largest holding.
• Broadcom reported strong quarterly results, with EPS of $2.05 beating estimates and revenue of $19.31 billion topping expectations. Revenue rose 29.5% year over year, reinforcing momentum in the company’s business.
• The stock remains a favorite among analysts and investors, though there has been some insider selling. Broadcom’s shares were up 4.7% in the article, and analysts largely rate it a Moderate Buy with an average target price of $454.55.

Box Hill Private Wealth LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 4,767 shares of the semiconductor manufacturer's stock, valued at approximately $1,650,000. Broadcom accounts for 1.7% of Box Hill Private Wealth LLC's investment portfolio, making the stock its 17th biggest position.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Miller Global Investments LLC acquired a new stake in shares of Broadcom in the fourth quarter valued at $31,000. Nvest Wealth Strategies Inc. acquired a new stake in shares of Broadcom in the fourth quarter valued at $33,000. Family CFO Inc acquired a new position in Broadcom during the 4th quarter worth $35,000. PayPay Securities Corp grew its stake in Broadcom by 88.9% during the 4th quarter. PayPay Securities Corp now owns 119 shares of the semiconductor manufacturer's stock worth $41,000 after purchasing an additional 56 shares in the last quarter. Finally, Camelot Portfolios LLC acquired a new position in Broadcom during the 4th quarter worth $45,000. Hedge funds and other institutional investors own 76.43% of the company's stock.

Insider Activity at Broadcom

In other Broadcom news, Director Gayla J. Delly sold 1,000 shares of Broadcom stock in a transaction dated Thursday, April 9th. The stock was sold at an average price of $358.31, for a total transaction of $358,310.00. Following the completion of the sale, the director directly owned 32,352 shares of the company's stock, valued at $11,592,045.12. The trade was a 3.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Charlie B. Kawwas sold 10,000 shares of Broadcom stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $345.23, for a total value of $3,452,300.00. Following the sale, the insider directly owned 787,184 shares of the company's stock, valued at $271,759,532.32. This trade represents a 1.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 324,282 shares of company stock worth $106,425,249 over the last three months. Company insiders own 1.90% of the company's stock.

Broadcom Stock Up 4.7%

Shares of NASDAQ AVGO opened at $446.77 on Friday. The company has a market capitalization of $2.12 trillion, a price-to-earnings ratio of 87.26, a price-to-earnings-growth ratio of 0.92 and a beta of 1.43. 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 business has a 50-day moving average of $383.52 and a two-hundred day moving average of $358.56. Broadcom Inc. has a 1 year low of $234.90 and a 1 year high of $448.90.

Broadcom (NASDAQ:AVGO - Get Free Report) last announced its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.03 by $0.02. The company had revenue of $19.31 billion during 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%.Broadcom's revenue for the quarter was up 29.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.60 EPS. On average, analysts forecast that Broadcom Inc. will post 9.91 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Monday, March 23rd. Broadcom's payout ratio is 50.78%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on AVGO shares. Wall Street Zen cut Broadcom from a "buy" rating to a "hold" rating in a research note on Saturday. Rosenblatt Securities reissued a "buy" rating and set a $500.00 target price on shares of Broadcom in a research note on Tuesday, April 7th. Benchmark reissued a "buy" rating and set a $485.00 target price on shares of Broadcom in a research note on Thursday, March 5th. Morgan Stanley boosted their target price on Broadcom from $462.00 to $470.00 and gave the stock an "overweight" rating in a research note on Friday, March 6th. Finally, Bank of America lowered their target price on Broadcom from $500.00 to $450.00 and set a "buy" rating for the company in a research note on Thursday, March 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $454.55.

Key Broadcom News

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

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.

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