Broadcom Inc. $AVGO Shares Purchased by Savvy Advisors Inc.

Key Points

• Savvy Advisors Inc. boosted its stake in Broadcom by 41.2% in Q4, acquiring 18,156 shares to hold 62,259 shares worth about $21.55 million.
• Broadcom has locked multi‑year AI deals with Google and expanded commitments with Anthropic, increasing revenue visibility and supporting bullish analyst targets (consensus target ~$435.30, ~33% implied upside).
• The company beat Q results (EPS $2.05 vs. $2.03; revenue $19.31B, +29.5% YoY), but significant insider selling occurred recently (273,049 shares, ~$88.3M in the last 90 days), creating mixed signals for investors.

Savvy Advisors Inc. increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 41.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 62,259 shares of the semiconductor manufacturer's stock after acquiring an additional 18,156 shares during the quarter. Savvy Advisors Inc.'s holdings in Broadcom were worth $21,548,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Cornell Pochily Investment Advisors Inc. boosted its position in Broadcom by 4.2% during the fourth quarter. Cornell Pochily Investment Advisors Inc. now owns 2,674 shares of the semiconductor manufacturer's stock worth $926,000 after acquiring an additional 107 shares during the last quarter. Arta Finance Wealth Management LLC acquired a new position in Broadcom during the fourth quarter worth about $902,000. Whalen Wealth Management Inc. boosted its position in Broadcom by 14.5% during the fourth quarter. Whalen Wealth Management Inc. now owns 8,632 shares of the semiconductor manufacturer's stock worth $2,987,000 after acquiring an additional 1,092 shares during the last quarter. Stratos Wealth Partners LTD. boosted its position in Broadcom by 3.2% during the fourth quarter. Stratos Wealth Partners LTD. now owns 228,844 shares of the semiconductor manufacturer's stock worth $79,203,000 after acquiring an additional 7,056 shares during the last quarter. Finally, Stratos Wealth Advisors LLC boosted its position in Broadcom by 10.1% during the fourth quarter. Stratos Wealth Advisors LLC now owns 8,968 shares of the semiconductor manufacturer's stock worth $3,104,000 after acquiring an additional 822 shares during the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Broadcom Stock Performance

Shares of Broadcom stock opened at $354.91 on Friday. The business has a 50-day moving average of $325.37 and a 200 day moving average of $342.86. Broadcom Inc. has a 12 month low of $161.61 and a 12 month high of $414.61. The stock has a market capitalization of $1.68 trillion, a price-to-earnings ratio of 69.32, a price-to-earnings-growth ratio of 0.73 and a beta of 1.24. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73.

Broadcom (NASDAQ:AVGO - Get Free Report) last announced its 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. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The company had revenue of $19.31 billion during the quarter, compared to analysts' expectations of $19.10 billion. During the same period last year, the business posted $1.60 EPS. Broadcom's revenue for the quarter was up 29.5% on a year-over-year basis. As a group, sell-side analysts forecast that Broadcom Inc. will post 5.38 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. Shareholders of record on Monday, March 23rd were given a $0.65 dividend. This represents a $2.60 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Monday, March 23rd. Broadcom's dividend payout ratio (DPR) is currently 50.78%.

Insider Buying and Selling 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 completion of the transaction, the chief financial officer owned 327,760 shares of the company's stock, valued at $105,407,616. This trade represents a 9.97% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Charlie B. Kawwas sold 39,116 shares of the firm's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the completion of the transaction, the insider directly owned 74,626 shares of the company's stock, valued at $24,000,467.86. This represents a 34.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 273,049 shares of company stock worth $88,300,115. 1.90% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. TD Cowen restated a "buy" rating on shares of Broadcom in a research report on Friday, December 12th. Wolfe Research upgraded shares of Broadcom from a "peer perform" rating to an "outperform" rating and set a $400.00 price target on the stock in a research report on Friday, January 30th. Morgan Stanley boosted their price target on shares of Broadcom from $462.00 to $470.00 and gave the stock an "overweight" rating in a research report on Friday, March 6th. Oppenheimer boosted their target price on shares of Broadcom from $435.00 to $450.00 and gave the company an "outperform" rating in a report on Friday, December 12th. Finally, The Goldman Sachs Group reiterated a "buy" rating and issued a $450.00 target price on shares of Broadcom in a report on Monday, January 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $435.30.

Key Broadcom News

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

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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