Broadcom Inc. $AVGO Shares Purchased by Universal Beteiligungs und Servicegesellschaft mbH

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH boosted its stake in Broadcom by 4.7% in Q4 to 3,917,025 shares (an additional 176,603 shares), representing about 0.08% of Broadcom and worth roughly $1.362 billion, with Broadcom the firm's 6th largest holding (2.2% of its portfolio).
• Strong quarterly results and scale: Broadcom reported Q1 EPS of $2.05 (vs. $2.03 est.) and revenue of $19.31 billion (up 29.5% YoY), and the company has a market cap near $1.92 trillion with a 52-week range of $184.02–$429.31.
• Market sentiment and ownership: Institutional investors own ~76.4% of shares, analysts’ consensus is a "Moderate Buy" with an average target of $435.30 (majority Buy ratings), while insiders have sold about 324,282 shares (~$106.4M) over the past three months.

Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 4.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,917,025 shares of the semiconductor manufacturer's stock after purchasing an additional 176,603 shares during the period. Broadcom makes up 2.2% of Universal Beteiligungs und Servicegesellschaft mbH's holdings, making the stock its 6th largest position. Universal Beteiligungs und Servicegesellschaft mbH owned approximately 0.08% of Broadcom worth $1,361,973,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AVGO. Invesco Ltd. boosted its stake in shares of Broadcom by 1.8% during the 3rd quarter. Invesco Ltd. now owns 39,149,651 shares of the semiconductor manufacturer's stock worth $12,915,861,000 after buying an additional 700,021 shares during the last quarter. Legal & General Group Plc boosted its stake in shares of Broadcom by 2.3% during the 3rd quarter. Legal & General Group Plc now owns 33,450,786 shares of the semiconductor manufacturer's stock worth $11,035,749,000 after buying an additional 748,709 shares during the last quarter. Franklin Resources Inc. boosted its stake in shares of Broadcom by 4.0% during the 3rd quarter. Franklin Resources Inc. now owns 29,511,195 shares of the semiconductor manufacturer's stock worth $9,736,038,000 after buying an additional 1,124,590 shares during the last quarter. Amundi boosted its stake in shares of Broadcom by 3.3% during the 3rd quarter. Amundi now owns 22,216,816 shares of the semiconductor manufacturer's stock worth $7,453,320,000 after buying an additional 716,523 shares during the last quarter. Finally, Fisher Asset Management LLC boosted its stake in shares of Broadcom by 1.9% during the 3rd quarter. Fisher Asset Management LLC now owns 12,611,740 shares of the semiconductor manufacturer's stock worth $4,160,740,000 after buying an additional 237,295 shares during the last quarter. 76.43% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on AVGO shares. Benchmark restated a "buy" rating and set a $485.00 price objective on shares of Broadcom in a research note on Thursday, March 5th. Wells Fargo & Company upgraded shares of Broadcom from an "equal weight" rating to an "overweight" rating and increased their price objective for the stock from $410.00 to $430.00 in a research note on Thursday, January 15th. Weiss Ratings downgraded shares of Broadcom from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, April 24th. Mizuho restated an "outperform" rating and set a $480.00 price objective on shares of Broadcom in a research note on Thursday, April 16th. Finally, Zacks Research upgraded shares of Broadcom from a "hold" rating to a "strong-buy" rating in a research note on Thursday, April 2nd. 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 data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $435.30.

Broadcom Trading Up 1.4%

Shares of NASDAQ:AVGO opened at $405.45 on Thursday. Broadcom Inc. has a 52-week low of $184.02 and a 52-week high of $429.31. The company has a market capitalization of $1.92 trillion, a P/E ratio of 79.19, a price-to-earnings-growth ratio of 0.86 and a beta of 1.24. The company has a 50-day simple moving average of $345.69 and a 200 day simple moving average of $349.33. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90.

Broadcom (NASDAQ:AVGO - Get Free Report) last issued its 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 business had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period last year, the business posted $1.60 EPS. Broadcom's revenue was up 29.5% on a year-over-year basis. Sell-side analysts forecast that Broadcom Inc. will post 9.95 earnings per share for the current year.

Broadcom Announces Dividend

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

Insiders Place Their Bets

In related news, insider Mark David Brazeal sold 50,488 shares of the firm'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 $16,236,940.80. Following the completion of the sale, the insider directly owned 278,141 shares in the company, valued at approximately $89,450,145.60. This trade represents a 15.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider S. Ram Velaga sold 8,000 shares of the stock in a transaction dated Friday, April 10th. The shares were sold at an average price of $370.52, for a total transaction of $2,964,160.00. Following the completion of the transaction, the insider directly owned 57,932 shares in the company, valued at approximately $21,464,964.64. This represents a 12.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 324,282 shares of company stock worth $106,425,249 in the last three months. Insiders own 1.90% of the company's stock.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Q1 AI revenue reportedly rose ~106% YoY; Broadcom is shipping Tomahawk 6 at scale and has a Meta chip pact targeting multi‑GW capacity — underpins revenue/margin upside from AI datacenter builds. AVGO Rides AI Boom: Explosive Growth in Semiconductor Fuels Outlook
• Positive Sentiment: Broadcom’s deeper ties to Google Cloud and the market reaction to Google’s custom AI chips have supported a market‑cap rally and reinforce Broadcom’s role in hyperscaler AI infrastructure. As Broadcom Deepens Its Google Cloud Ties, Should You Buy AVGO Stock?
• Positive Sentiment: Wall Street momentum: many bullish analyst takes and inclusion in AI‑focused stock lists are helping sentiment and buyer interest. High analyst buy ratios and bullish writeups support further upside expectations. The Street is Bullish on Broadcom Inc. (AVGO), Here’s What the Analysts Think About the Stock
• Neutral Sentiment: Analyst model tweaks are modestly higher (Erste slightly raised FY2026/27 EPS), but ratings remain mixed (some Holds), so upgrades are incremental rather than structural. MarketBeat AVGO Coverage / Analyst Notes
• Negative Sentiment: Market angst from reports that OpenAI missed internal targets has triggered short‑term selling across AI infrastructure names, including Broadcom — heightening sensitivity to AI capex cycles. Semiconductor Stocks Tumble on OpenAI Warning. Google Says The Market Has It All Wrong
• Negative Sentiment: Valuation concerns: several pieces argue investors are “pricing in perfection,” pointing to rich multiples and the risk of any slowdown in hyperscaler spending weighing on the stock. Broadcom: Investors Are Pricing In Perfection

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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