5,584 Shares in Broadcom Inc. $AVGO Purchased by Berkshire Money Management Inc.

Key Points

• Berkshire Money Management opened a new position in Broadcom in Q4, purchasing 5,584 shares valued at about $1.93 million.
• Company insiders have been net sellers — Charlie B. Kawwas sold 10,000 shares at an average of $345.23 and S. Ram Velaga sold 8,000 at $370.52 — with insiders offloading 324,282 shares worth $106.4 million over the past 90 days (insiders now own 1.90%).
• Broadcom is gaining momentum from expanded AI and cloud partnerships (Meta, Google Cloud, VMware) and reported an EPS beat with revenue up 29.5% year‑over‑year, though the stock trades near its highs with a high P/E (~82.6) and a consensus "Moderate Buy" rating.

Berkshire Money Management Inc. bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 5,584 shares of the semiconductor manufacturer's stock, valued at approximately $1,933,000.

A number of other hedge funds have also made changes to their positions in the company. Baring Financial LLC increased its position in shares of Broadcom by 2.2% during the 4th quarter. Baring Financial LLC now owns 1,359 shares of the semiconductor manufacturer's stock worth $470,000 after purchasing an additional 29 shares in the last quarter. Five Oceans Advisors increased its position in shares of Broadcom by 0.4% during the 4th quarter. Five Oceans Advisors now owns 8,191 shares of the semiconductor manufacturer's stock worth $2,835,000 after purchasing an additional 29 shares in the last quarter. Jackson Hole Capital Partners LLC increased its position in Broadcom by 1.4% in 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 position in Broadcom by 0.7% in the 3rd 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 in the last quarter. Finally, Planning Alternatives Ltd. ADV increased its position in Broadcom by 1.4% in the 3rd 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 in the last quarter. Institutional investors and hedge funds own 76.43% of the company's stock.

Insider Activity at Broadcom

In other news, insider Charlie B. Kawwas sold 10,000 shares of Broadcom stock in a transaction that occurred on 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 sale, the insider owned 787,184 shares in the company, valued at $271,759,532.32. The trade was a 1.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider S. Ram Velaga sold 8,000 shares of Broadcom stock in a transaction that occurred on Friday, April 10th. The stock was sold at an average price of $370.52, for a total transaction of $2,964,160.00. Following the sale, the insider owned 57,932 shares of the company's stock, valued at approximately $21,464,964.64. This represents a 12.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 324,282 shares of company stock worth $106,425,249 over the last 90 days. Insiders own 1.90% of the company's stock.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Expanded Google Cloud collaboration — Broadcom and Google launched Cloud Network Insights (end‑to‑end network observability for multi‑cloud/hybrid/SaaS), which supports Broadcom’s push into higher‑margin infrastructure software and recurring revenue. Read More.
• Positive Sentiment: Multi‑year Meta AI infrastructure partnership — a large cloud/AI customer win that expands Broadcom’s addressable market in AI infrastructure and validates its enterprise AI roadmap. Read More.
• Positive Sentiment: VMware Tanzu integration for enterprise AI — Broadcom extended its software stack into a secure runtime for Autonomous AI on VMware, reinforcing software recurring revenue and enterprise AI positioning. Read More.
• Positive Sentiment: Broad sector tailwind — the Philadelphia Semiconductor Index (SOXX) logged a record 17‑day winning streak, reflecting strong demand momentum across chips and lifting broad market sentiment for AVGO. Read More.
• Positive Sentiment: Technical and analyst backing — AVGO formed a bullish 50/200-day "golden cross" (a common momentum signal), and analysts call AVGO one of the few drivers of big 2026 earnings growth alongside NVDA; high-profile investor mentions (e.g., Ken Griffin) add institutional interest. Read More. Read More. Read More.
• Neutral Sentiment: Analyst/commentary roundups — several outlets published bullish theses and “stocks to buy” lists highlighting AVGO’s AI exposure and software mix; useful for sentiment but mainly a compilation of existing catalysts. Read More.
• Negative Sentiment: Valuation and positioning risk — coverage notes elevated trailing/forward P/E ratios and AVGO trading near its 52‑week highs, which increases downside if growth expectations slip or macro sentiment turns. Read More.

Broadcom Price Performance

Shares of NASDAQ:AVGO opened at $422.76 on Monday. Broadcom Inc. has a one year low of $184.02 and a one year high of $429.31. The company has a 50 day moving average of $341.04 and a 200-day moving average of $347.89. 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 stock has a market cap of $2.00 trillion, a price-to-earnings ratio of 82.57, a P/E/G ratio of 0.87 and a beta of 1.24.

Broadcom (NASDAQ:AVGO - Get Free Report) last issued its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping the consensus estimate of $2.03 by $0.02. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The company had revenue of $19.31 billion during the quarter, compared to analysts' expectations of $19.10 billion. During the same quarter in the previous year, the company earned $1.60 EPS. Broadcom's revenue was up 29.5% on a year-over-year basis. On average, sell-side analysts forecast that Broadcom Inc. will post 9.95 earnings per share for the current year.

Broadcom Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd were given a dividend of $0.65 per share. The ex-dividend date was Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.6%. Broadcom's payout ratio is currently 50.78%.

Analyst Ratings Changes

Several equities research analysts have weighed in on the stock. Truist Financial raised their price objective on shares of Broadcom from $510.00 to $545.00 and gave the company a "buy" rating in a research report on Thursday, March 5th. Wells Fargo & Company upgraded shares of Broadcom from an "equal weight" rating to an "overweight" rating and raised their price objective for the company from $410.00 to $430.00 in a research report on Thursday, January 15th. Zacks Research upgraded shares of Broadcom from a "hold" rating to a "strong-buy" rating in a research report on Thursday, April 2nd. Bank of America lowered their price objective on shares of Broadcom from $500.00 to $450.00 and set a "buy" rating for the company in a research report on Thursday, March 5th. Finally, Morgan Stanley raised their price objective on shares of Broadcom from $462.00 to $470.00 and gave the company an "overweight" rating in a research report on Friday, March 6th. Two equities research analysts have 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 MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.