Broadcom Inc. $AVGO Position Increased by CV Advisors LLC

Key Points

• CV Advisors boosted its Broadcom stake by 171.4% in Q4, buying 6,108 shares to hold 9,672 shares worth about $3.35 million (0.9% of its portfolio, the fund's 14th largest holding).
• Large insider selling occurred on March 17 — Mark David Brazeal sold 50,488 shares and CFO Kirsten M. Spears sold 36,292 shares at ~$321.60 each, and insiders have sold 315,282 shares (~$103.1M) in the last three months.
• AI deals with Google and Anthropic have boosted sentiment and institutional buying as Broadcom is positioned as an AI infrastructure beneficiary, though some analysts remain cautious; the consensus rating is a "Moderate Buy" with a $435.30 average price target.

CV Advisors LLC raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 171.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,672 shares of the semiconductor manufacturer's stock after purchasing an additional 6,108 shares during the period. Broadcom comprises about 0.9% of CV Advisors LLC's portfolio, making the stock its 14th largest holding. CV Advisors LLC's holdings in Broadcom were worth $3,347,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Teachers Insurance & Annuity Association of America bought a new stake in Broadcom during the second quarter valued at $28,000. JCIC Asset Management Inc. bought a new stake in Broadcom during the third quarter valued at $31,000. Miller Global Investments LLC bought a new stake in Broadcom during the fourth quarter valued at $31,000. Manning & Napier Advisors LLC bought a new stake in Broadcom during the third quarter valued at $34,000. Finally, Evolution Wealth Management Inc. bought a new stake in Broadcom during the second quarter valued at $36,000. Institutional investors own 76.43% of the company's stock.

Insider Activity

In related news, insider Mark David Brazeal sold 50,488 shares of Broadcom stock in a transaction dated Tuesday, March 17th. The shares were 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 in the company, valued at $89,450,145.60. The trade was a 15.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Kirsten M. Spears sold 36,292 shares of Broadcom stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the sale, the chief financial officer owned 327,760 shares in the company, valued at approximately $105,407,616. This represents a 9.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 315,282 shares of company stock worth $103,102,779. 1.90% of the stock is owned by insiders.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom locked multi‑year AI chip deals with hyperscalers (Google, Anthropic), underpinning expectations for durable, high‑margin AI revenue growth and licensing/accelerator demand. Article Title
• Positive Sentiment: Market writeups credit the Google/Anthropic deals for today’s rally and re‑rate Broadcom as a major AI infrastructure beneficiary vs. peers — coverage notes that Broadcom’s business model (custom accelerators + networking) captures hyperscaler capex. Article Title
• Positive Sentiment: Large investors and well‑known managers appear to be increasing exposure (reports on Israel Englander, Ken Fisher adding AVGO), which supports institutional momentum and can amplify price moves. Article Title
• Neutral Sentiment: Short‑interest data in the April snapshot is effectively meaningless (shows zero/NaN), so it provides no actionable signal about bearish positioning or squeeze risk at present.
• Negative Sentiment: Analyst/framing pushback: Seaport Global downgraded Broadcom and Seaport Research gave a "Neutral" rating, while at least one major bank reset its forecast — these notes reflect concern about industry limits, margins sustainability, or valuation and may cap upside until clarity on deal economics arrives. Article Title Article Title

Broadcom Stock Performance

Shares of AVGO opened at $371.46 on Friday. Broadcom Inc. has a 1 year low of $161.61 and a 1 year high of $414.61. The company has a market cap of $1.76 trillion, a price-to-earnings ratio of 72.55, a price-to-earnings-growth ratio of 0.74 and a beta of 1.24. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. The firm has a fifty day moving average of $326.18 and a 200-day moving average of $343.09.

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, beating 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 the consensus estimate of $19.10 billion. During the same quarter in the previous year, the company posted $1.60 earnings per share. The company's revenue for the quarter was up 29.5% compared to the same quarter last year. As a group, equities analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Announces Dividend

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

Wall Street Analysts Forecast Growth

Several analysts have weighed in on AVGO shares. KeyCorp reiterated an "overweight" rating and set a $500.00 target price (up from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Royal Bank Of Canada lowered their target price on shares of Broadcom from $370.00 to $340.00 and set a "sector perform" rating for the company in a research note on Monday, March 2nd. Seaport Research Partners reiterated a "neutral" rating on shares of Broadcom in a research note on Wednesday. Wall Street Zen upgraded shares of Broadcom from a "hold" rating to a "buy" rating in a research note on Saturday, December 13th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Broadcom from $475.00 to $500.00 and gave the company an "overweight" rating in a research note on Thursday, March 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $435.30.

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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