5,285 Shares in Broadcom Inc. $AVGO Purchased by Lindenwold Advisors INC

Key Points

• Lindenwold Advisors INC purchased a new stake of 5,285 shares in Broadcom Inc. (NASDAQ: AVGO) in the third quarter, valued at approximately $1.744 million.
• Broadcom reported quarterly EPS of $2.05 (beat by $0.02) and revenue of $19.31 billion (up 29.5% YoY), and declared a $0.65 quarterly dividend (annualized $2.60; 0.8% yield; ex-dividend March 23).
• Bullish operational news — including a Meta AI‑chip design win, production shipping of the Tomahawk‑6 switch and a post‑quantum encryption product — is tempered by heavy insider selling (528,970 shares, ~$177M, over 90 days); analysts hold a consensus Moderate Buy rating with an average target of $435.30.

Lindenwold Advisors INC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 5,285 shares of the semiconductor manufacturer's stock, valued at approximately $1,744,000.

A number of other hedge funds also recently modified their holdings of the company. Arthur M. Cohen & Associates LLC increased its holdings in Broadcom by 0.6% in the 3rd quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer's stock valued at $1,577,000 after buying an additional 30 shares during the period. Jackson Hole Capital Partners LLC boosted its position in shares of Broadcom by 1.4% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer's stock valued at $716,000 after acquiring an additional 30 shares in the last quarter. Private Wealth Partners LLC increased its stake in Broadcom by 0.7% in the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer's stock valued at $1,410,000 after acquiring an additional 30 shares during the period. Planning Alternatives Ltd. ADV increased its stake in Broadcom by 1.4% in the third quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer's stock valued at $715,000 after acquiring an additional 30 shares during the period. Finally, Bell Investment Advisors Inc raised its position in Broadcom by 1.9% in the third quarter. Bell Investment Advisors Inc now owns 1,638 shares of the semiconductor manufacturer's stock worth $540,000 after purchasing an additional 30 shares in the last quarter. Institutional investors own 76.43% of the company's stock.

Broadcom Trading Up 1.4%

Shares of AVGO opened at $320.40 on Friday. The stock's fifty day simple moving average is $331.12 and its 200-day simple moving average is $344.89. The firm has a market capitalization of $1.52 trillion, a PE ratio of 62.58, a price-to-earnings-growth ratio of 0.68 and a beta of 1.22. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80.

Broadcom (NASDAQ:AVGO - Get Free Report) last announced its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping analysts' consensus estimates of $2.03 by $0.02. The firm had revenue of $19.31 billion during the quarter, compared to analyst estimates of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The company's revenue was up 29.5% on a year-over-year basis. During the same period last year, the company earned $1.60 earnings per share. As a group, research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd will be given a dividend of $0.65 per share. The ex-dividend date is Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom's payout ratio is currently 50.78%.

Insider Activity at Broadcom

In other Broadcom news, CFO Kirsten M. Spears sold 36,292 shares of the firm's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $11,671,507.20. Following the transaction, the chief financial officer directly owned 327,760 shares of the company's stock, valued at approximately $105,407,616. This trade represents a 9.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Mark David Brazeal sold 50,488 shares of Broadcom stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total transaction of $16,236,940.80. Following the sale, the insider directly owned 278,141 shares of the company's stock, valued at $89,450,145.60. This represents a 15.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 528,970 shares of company stock worth $177,150,321 over the last 90 days. Insiders own 1.90% of the company's stock.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom said it is shipping the world’s first end‑to‑end post‑quantum (PQC) in‑flight network encryption solution — a security product that can open enterprise spend and differentiate Broadcom in networking/security offerings. Broadcom Delivers the World’s First End-to-End PQC-safe, In-flight Network Encryption Solution
• Positive Sentiment: Production‑volume shipping of the Tomahawk‑6 family (industry’s first 102.4 Tbps switch) supports near‑term revenue upside in AI networking and strengthens Broadcom’s competitive position with hyperscalers. Broadcom (AVGO) Commences Production Volume Shipping of World’s First 102.4 Tbps Switch
• Positive Sentiment: Meta publicly confirmed Broadcom as a custom AI‑chip partner for its MTIA inference roadmap, validating a major hyperscaler design win that underpins recurring AI accelerator and networking demand. Why Meta's AI Chip Announcement Has Broadcom Investors Paying Attention
• Positive Sentiment: Analysts and trade press highlight sharp AI revenue growth and semiconductor momentum (large AI sales increase and XPU/networking strength), which supports the bull case for FY26 upside. Broadcom's AI Push Boosts Semiconductor Sales: More Upside Ahead?
• Neutral Sentiment: Street reaction is mixed — several price‑target raises and buy notes coexist with cautious takes about valuation and concentration risk, producing two‑sided flow into the tape. How The Broadcom (AVGO) Investment Story Is Shifting With AI Hopes And Valuation Doubts
• Neutral Sentiment: Broadcom’s VMware business remains visible (VMware Explore dates announced), supporting software cashflow, but these events are not immediate revenue surprises. VMware Explore 2026 Press Release
• Negative Sentiment: Clustered insider selling: multiple executives (including the CFO and senior officers) sold sizable blocks on March 16–17, which is weighing on sentiment and could prompt short‑term pressure even if sales are for diversification or tax planning. Kirsten M. Spears Form 4 (SEC)
• Negative Sentiment: Regulatory risk: a cloud‑industry group urged EU antitrust regulators to impose an interim measure against Broadcom over changes to the VMware Cloud Service Provider program — a potential near‑term headwind for Broadcom’s enterprise software franchise in Europe. Cloud industry group calls for EU interim measure against Broadcom over VMware

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on AVGO. Zacks Research cut Broadcom from a "strong-buy" rating to a "hold" rating in a report on Wednesday, March 4th. Mizuho set a $480.00 price target on Broadcom and gave the company an "outperform" rating in a research report on Friday, January 9th. Susquehanna reiterated a "positive" rating and set a $450.00 price objective (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. KeyCorp reissued an "overweight" rating and set a $500.00 price objective (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. Finally, Robert W. Baird set a $420.00 target price on shares of Broadcom in a research note on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $435.30.

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.

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