Broadcom Inc. $AVGO Stake Trimmed by Kiley Juergens Wealth Management LLC

Key Points

• Kiley Juergens Wealth Management trimmed its Broadcom stake by 3.8% in Q4 to 53,139 shares (~$18.39M), representing about 4.0% of its portfolio and the firm's 9th-largest holding.
• Broadcom beat the quarter (EPS $2.05 vs. $2.03) and reported revenue of $19.31B (+29.5% YoY), while trading with a market cap near $1.99T and a PE ratio of 82.02.
• Analysts remain broadly positive — consensus is a Moderate Buy with an average price target of $435.30 and several firms raising targets (JPMorgan to $500), supported by multi-year AI/cloud deals, even as insiders have sold roughly 324,282 shares (~$106M) over the past 90 days.

Kiley Juergens Wealth Management LLC lowered its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,139 shares of the semiconductor manufacturer's stock after selling 2,078 shares during the period. Broadcom makes up approximately 4.0% of Kiley Juergens Wealth Management LLC's investment portfolio, making the stock its 9th biggest holding. Kiley Juergens Wealth Management LLC's holdings in Broadcom were worth $18,391,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Miller Global Investments LLC bought a new stake in shares of Broadcom during the 4th quarter worth approximately $31,000. JCIC Asset Management Inc. bought a new stake in shares of Broadcom during the third quarter worth $31,000. Family CFO Inc purchased a new stake in shares of Broadcom during the fourth quarter valued at $35,000. Manning & Napier Advisors LLC purchased a new stake in shares of Broadcom during the third quarter valued at $34,000. Finally, PayPay Securities Corp grew its holdings in shares of Broadcom by 88.9% in the fourth quarter. PayPay Securities Corp now owns 119 shares of the semiconductor manufacturer's stock worth $41,000 after purchasing an additional 56 shares during the last quarter. Hedge funds and other institutional investors own 76.43% of the company's stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $450.00 price target on shares of Broadcom in a research note on Monday, January 5th. DA Davidson upgraded shares of Broadcom to a "hold" rating in a research note on Friday, February 13th. Bank of America reduced their target price on shares of Broadcom from $500.00 to $450.00 and set a "buy" rating on the stock in a research report on Thursday, March 5th. Wolfe Research raised shares of Broadcom from a "peer perform" rating to an "outperform" rating and set a $400.00 price target for the company in a research note on Friday, January 30th. Finally, JPMorgan Chase & Co. boosted their price target on Broadcom from $475.00 to $500.00 and gave the company an "overweight" rating in a report on Thursday, March 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $435.30.

Broadcom Stock Down 0.6%

NASDAQ:AVGO opened at $419.94 on Friday. 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 Inc. has a 1-year low of $178.29 and a 1-year high of $429.31. The company has a 50-day moving average of $339.09 and a 200 day moving average of $347.19. The firm has a market cap of $1.99 trillion, a PE ratio of 82.02, a price-to-earnings-growth ratio of 0.87 and a beta of 1.24.

Broadcom (NASDAQ:AVGO - Get Free Report) last posted 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 net margin of 36.57% and a return on equity of 38.61%. The business had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter last year, the firm posted $1.60 EPS. The company's revenue for the quarter was up 29.5% on a year-over-year basis. As a group, research analysts anticipate that Broadcom Inc. will post 9.95 EPS for the current fiscal year.

Broadcom Dividend Announcement

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

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Expanded Google Cloud collaboration — Broadcom expanded its Cloud Network Insights/network observability work (built on AppNeta), strengthening product penetration into multi‑cloud and hybrid enterprise networks and supporting recurring software revenue. Article Title
• Positive Sentiment: Multi‑year AI infrastructure deal with Meta — Broadcom and Meta announced a multi‑year partnership to support Meta’s AI infrastructure, reinforcing Broadcom’s exposure to hyperscaler capex for switches, networking and related software. Article Title
• Positive Sentiment: Analyst backing — Benchmark reiterated a Buy and $485 price target, citing the Meta partnership and AI demand as upside to Broadcom’s revenue and margin targets. Analyst support can bolster investor confidence and limit downside. Article Title
• Positive Sentiment: Enterprise AI platform expansion — Broadcom is extending AI capabilities via the VMware Tanzu platform (secure runtime for Autonomous AI), highlighting software and platform monetization beyond chips. Article Title
• Positive Sentiment: Institutional & insider interest — Recent filings show significant purchases by lawmakers and large holders (and notable stakes like Citadel), which can signal confidence from informed investors. Article Title
• Neutral Sentiment: Macro/earnings momentum — Coverage pieces highlight AVGO as one of a small group driving 2026 earnings growth (with NVDA), underlining strong estimate revisions but not an immediate catalyst by itself. Article Title
• Negative Sentiment: Valuation and profit‑taking risk — Separately, analysts and commentators question whether Broadcom’s rapid run (large YTD/1‑year gains) already prices in most growth, raising short‑term downside risk as investors lock in gains. Article Title

Insider Activity at Broadcom

In other news, Director Justine Page sold 2,018 shares of the business's stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $353.00, for a total value of $712,354.00. Following the completion of the transaction, the director directly owned 18,164 shares of the company's stock, valued at approximately $6,411,892. The trade was a 10.00% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Charlie B. Kawwas sold 10,000 shares of the company's stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $345.23, for a total value of $3,452,300.00. Following the sale, the insider owned 787,184 shares of the company's stock, valued at $271,759,532.32. This trade represents a 1.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 324,282 shares of company stock valued at $106,425,249 over the last 90 days. Insiders own 1.90% of the company's stock.

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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