Arta Finance Wealth Management LLC Invests $902,000 in Broadcom Inc. $AVGO

Key Points

• Arta Finance acquired a new position of 2,607 shares in Broadcom (AVGO) during Q4, valued at approximately $902,000.
• Broadcom locked multi‑year TPU and networking supply agreements with Google and expanded Anthropic commitments (including ~3.5 GW of TPU capacity from 2027), boosting its AI infrastructure positioning versus NVIDIA and supporting bullish analyst targets (consensus price target ~ $435, implying ~33% upside).
• Insider selling has been notable: CFO Kirsten Spears and another insider sold large blocks on March 17 (roughly $27.9M combined), and insiders sold 273,049 shares worth $88.3M in the past 90 days, leaving insiders with about 1.90% ownership.

Arta Finance Wealth Management LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 2,607 shares of the semiconductor manufacturer's stock, valued at approximately $902,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Miller Global Investments LLC bought a new position in shares of Broadcom during the 4th quarter worth about $31,000. JCIC Asset Management Inc. bought a new position in shares of Broadcom during the 3rd quarter worth about $31,000. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Broadcom during the 2nd quarter valued at about $28,000. Manning & Napier Advisors LLC acquired a new stake in shares of Broadcom during the 3rd quarter valued at about $34,000. Finally, Navigoe LLC boosted its position in shares of Broadcom by 515.0% during the 3rd quarter. Navigoe LLC now owns 123 shares of the semiconductor manufacturer's stock valued at $40,000 after acquiring an additional 103 shares in the last quarter. Institutional investors own 76.43% of the company's stock.

Insider Activity

In other Broadcom news, CFO Kirsten M. Spears sold 36,292 shares of the business's stock in a transaction dated 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 in the company, valued at $105,407,616. The trade was a 9.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Mark David Brazeal sold 50,488 shares of the firm's stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $16,236,940.80. Following the completion of the sale, the insider owned 278,141 shares of the company's stock, valued at approximately $89,450,145.60. This trade represents a 15.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 273,049 shares of company stock valued at $88,300,115 in the last ninety days. 1.90% of the stock is currently owned by corporate insiders.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom locked multi‑year TPU and networking supply agreements with Google and expanded Anthropic commitments (including ~3.5 GW of TPU capacity starting 2027), giving multi‑year revenue visibility for chips and networking components. Broadcom Is Making AI Chips with Google. Does That Make AVGO Stock a Buy Now?
• Positive Sentiment: Market/industry coverage frames the Google deal as evidence Broadcom is competing with NVIDIA for hyperscaler AI infrastructure spend, supporting a narrative of structural demand growth for AVGO’s custom AI and networking products. Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia
• Positive Sentiment: Wall Street analysts’ average price targets imply meaningful upside (Zacks highlights a ~33% consensus potential), and several bullish notes/coverage reiterations (e.g., Rosenblatt) are supporting buying interest. Wall Street Analysts Think Broadcom Inc. (AVGO) Could Surge 33.37% Rosenblatt Reiterates Buy for Broadcom
• Neutral Sentiment: Bank of America and other firms have updated forecasts and price targets (resets that reflect both the new deals and valuation questions) — useful for investors but not a clear directional signal alone. Bank of America resets Broadcom stock forecast
• Neutral Sentiment: Corporate developments include a new CFO appointment and product launches (Arcot Smart Ruleset); these are operationally relevant but are incremental versus the AI partnership news. Broadcom is getting a new CFO Broadcom Launches the Arcot Smart Ruleset
• Negative Sentiment: Seaport Global / Seaport Research recently downgraded Broadcom (cut to Neutral) and argued the company may be hitting industry limits — these downgrades increase short‑term sell pressure and raise valuation concerns among some institutional investors. Broadcom downgraded by Seaport Research Seaport Global downgrades Broadcom

Analyst Upgrades and Downgrades

AVGO has been the topic of several recent research reports. Erste Group Bank lowered shares of Broadcom from a "buy" rating to a "hold" rating in a research report on Thursday, April 2nd. Piper Sandler reiterated an "overweight" rating and set a $430.00 target price (up from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Benchmark reiterated a "buy" rating and set a $485.00 target price on shares of Broadcom in a research report on Thursday, March 5th. The Goldman Sachs Group reiterated a "buy" rating and set a $450.00 target price on shares of Broadcom in a research report on Monday, January 5th. Finally, Robert W. Baird set a $420.00 target price on shares of Broadcom in a research report on Friday, December 12th. Two research analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $435.30.

Broadcom Price Performance

NASDAQ:AVGO opened at $354.91 on Friday. The firm has a market cap of $1.68 trillion, a PE ratio of 69.32, a price-to-earnings-growth ratio of 0.73 and a beta of 1.24. Broadcom Inc. has a 12 month low of $161.61 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. The company's 50-day moving average price is $325.37 and its two-hundred day moving average price is $342.86.

Broadcom (NASDAQ:AVGO - Get Free Report) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, beating analysts' consensus estimates of $2.03 by $0.02. The firm had revenue of $19.31 billion for the quarter, compared to analyst estimates of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The company's revenue for the quarter was up 29.5% compared to the same quarter last year. During the same period in the previous year, the business earned $1.60 earnings per share. On average, equities analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd were given a $0.65 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. Broadcom's payout ratio is 50.78%.

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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