Broadcom Inc. $AVGO Shares Bought by Vanguard Group Inc.

Key Points

• Vanguard Group boosted its stake in Broadcom by 0.8% in Q4, adding 3,919,715 shares to hold 482,707,302 shares (about 10.18% of the company) worth roughly $167.06 billion, making AVGO its fifth-largest holding.
• Broadcom trades near a ~$2 trillion market cap after a strong quarter (Q EPS $2.05 vs. $2.03 est.; revenue $19.31B, +29.5% YoY), and management cites surging AI demand plus large hyperscaler deals (including a reported multi‑year AI chip agreement with Meta) as key growth drivers; the consensus analyst rating is Moderate Buy with a $435.30 target.
• Insiders have been net sellers, disposing of 324,282 shares (~$106.4M) over the past 90 days while institutional investors own 76.43% of the stock and insiders now hold 1.90%.

Vanguard Group Inc. boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 0.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 482,707,302 shares of the semiconductor manufacturer's stock after acquiring an additional 3,919,715 shares during the quarter. Broadcom comprises 2.4% of Vanguard Group Inc.'s holdings, making the stock its 5th largest holding. Vanguard Group Inc. owned approximately 10.18% of Broadcom worth $167,064,997,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Coquina Private Wealth LLC acquired a new stake in Broadcom during the fourth quarter worth $1,994,000. Impax Asset Management Group plc grew its stake in shares of Broadcom by 2.9% in the fourth quarter. Impax Asset Management Group plc now owns 120,936 shares of the semiconductor manufacturer's stock valued at $41,856,000 after buying an additional 3,354 shares in the last quarter. Pinion Investment Advisors LLC grew its stake in shares of Broadcom by 7.3% in the fourth quarter. Pinion Investment Advisors LLC now owns 7,172 shares of the semiconductor manufacturer's stock valued at $2,482,000 after buying an additional 489 shares in the last quarter. Peoples Bank OH grew its stake in shares of Broadcom by 6.6% in the fourth quarter. Peoples Bank OH now owns 1,886 shares of the semiconductor manufacturer's stock valued at $653,000 after buying an additional 116 shares in the last quarter. Finally, Sava Infond d.o.o. grew its stake in shares of Broadcom by 3.2% in the fourth quarter. Sava Infond d.o.o. now owns 124,460 shares of the semiconductor manufacturer's stock valued at $43,076,000 after buying an additional 3,850 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on AVGO shares. Benchmark reaffirmed a "buy" rating and issued a $485.00 price objective on shares of Broadcom in a research note on Thursday, March 5th. Citigroup lifted their price objective on Broadcom from $458.00 to $475.00 and gave the company a "buy" rating in a research note on Thursday, March 5th. Mizuho reaffirmed an "outperform" rating and issued a $480.00 price objective on shares of Broadcom in a research note on Thursday, April 16th. DA Davidson raised Broadcom to a "hold" rating in a research note on Friday, February 13th. Finally, Morgan Stanley lifted their price objective on Broadcom from $462.00 to $470.00 and gave the company an "overweight" rating in a research note on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, Broadcom currently has a consensus rating of "Moderate Buy" and a consensus price target of $435.30.

Broadcom Stock Performance

AVGO opened at $421.28 on Monday. Broadcom Inc. has a 12 month low of $195.94 and a 12 month high of $429.31. The stock has a market capitalization of $1.99 trillion, a price-to-earnings ratio of 82.28, a PEG ratio of 0.87 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 fifty day moving average price of $347.36 and a 200 day moving average price of $349.79.

Broadcom (NASDAQ:AVGO - Get Free Report) last released its 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 return on equity of 38.61% and a net margin of 36.57%.The firm had revenue of $19.31 billion during the quarter, compared to analysts' expectations of $19.10 billion. During the same period in the previous year, the firm posted $1.60 EPS. Broadcom's revenue for the quarter was up 29.5% on a year-over-year basis. Sell-side analysts expect that Broadcom Inc. will post 9.95 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

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

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: AI demand and bullish fiscal outlook — Analysts point to surging AI revenues, new XPU and networking products and a bullish fiscal‑2026 outlook as the core growth thesis supporting AVGO’s rally. Broadcom Shares Trade Near 52-Week High: Can the Rally Continue?
• Positive Sentiment: Large customer deals — Reports say Broadcom reached a multi‑year AI chip agreement with Meta, boosting near‑term revenue visibility from a top hyperscaler. Broadcom just reached a 3-year AI chip deal with Meta. Does that make AVGO stock a buy?
• Positive Sentiment: Hyperscaler capex tailwinds — Strong Google and Meta earnings and guidance point to continued AI capex (TPUs, custom networking), directly supporting Broadcom’s product demand outlook. Big-Tech Earnings: Google and Meta's Results Support Broadcom's Outlook
• Positive Sentiment: Product and market‑cap milestones — Broadcom unveiled Wi‑Fi 8 and optimized 10G PON chips for broadband and recently crossed roughly a $2 trillion valuation, reinforcing market confidence in both product roadmap and scale. Broadcom Accelerates Multi‑Gig Broadband with Optimized 10G PON and Wi‑Fi 8 Solutions for Mass Market
• Neutral Sentiment: Institutional buying — Notable investors and funds have increased stakes in AVGO, signaling confidence but not guaranteeing further upside. Alecta Pensionsforsakring Boosts Broadcom Stake by 398,900 Shares
• Neutral Sentiment: Sector rotation and comparisons — Commentary comparing AVGO to peers (AMD, NVDA) highlights relative strength but also shows investors weighing which chip names will best capture the AI build‑out. Why AMD, AVGO are outperforming Nvidia after Big Tech earnings
• Negative Sentiment: Overbought / supply risk — A Schwab analyst warns chip stocks have experienced a sharp rally and face “overhead supply” risk, suggesting potential pullbacks or increased volatility if buyers pause. Schwab Analyst: Chip Stocks Face ‘Overhead Supply' Risk After 50% Rally Off March Lows

Insider Buying and Selling

In related news, insider Mark David Brazeal sold 50,488 shares of the business's 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 completion of the transaction, the insider directly owned 278,141 shares of the company's stock, valued at $89,450,145.60. The trade was a 15.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Charlie B. Kawwas sold 39,116 shares of the business's stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total value of $12,580,096.76. Following the transaction, the insider directly owned 74,626 shares of the company's stock, valued at $24,000,467.86. The trade was a 34.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 324,282 shares of company stock valued at $106,425,249. Company insiders own 1.90% of the company's stock.

Broadcom 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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