Broadcom Inc. $AVGO Stock Holdings Decreased by Moody National Bank Trust Division

Key Points

• Moody National Bank Trust Division cut its Broadcom stake by 30.6% in Q4, selling 18,362 shares and leaving it with 41,608 shares valued at about $14.4 million, roughly 1.4% of the fund and the stock's 14th largest holding.
• Significant insider selling occurred—CFO Kirsten Spears and S. Ram Velaga sold large blocks on March 17th—and insiders sold a total of 403,049 shares (~$133.5 million) over the past three months, reducing insider ownership to 1.90%, which could pressure near‑term sentiment.
• Fundamentals and outlook remain strong: Broadcom slightly beat quarterly EPS and revenue (EPS $2.05 vs. $2.03; revenue $19.31B, +29.5% YoY), announced an OpenAI partnership$435.30 and a market cap near $1.42 trillion.

Moody National Bank Trust Division decreased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 30.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 41,608 shares of the semiconductor manufacturer's stock after selling 18,362 shares during the period. Broadcom comprises about 1.4% of Moody National Bank Trust Division's investment portfolio, making the stock its 14th biggest holding. Moody National Bank Trust Division's holdings in Broadcom were worth $14,401,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of the company. Teachers Insurance & Annuity Association of America acquired a new stake in Broadcom during the second quarter valued at approximately $28,000. JCIC Asset Management Inc. acquired a new position in shares of Broadcom in the 3rd quarter worth approximately $31,000. Miller Global Investments LLC bought a new stake in shares of Broadcom in the 4th quarter valued at approximately $31,000. Manning & Napier Advisors LLC bought a new stake in shares of Broadcom in the 3rd quarter valued at approximately $34,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of Broadcom during the 2nd quarter valued at approximately $36,000. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Broadcom Price Performance

Shares of NASDAQ AVGO opened at $300.68 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. The firm has a market capitalization of $1.42 trillion, a PE ratio of 58.73, a P/E/G ratio of 0.66 and a beta of 1.22. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. The business's fifty day moving average price is $327.00 and its two-hundred day moving average price is $344.86.

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. The company had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The company's revenue for the quarter was up 29.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.60 earnings per share. On average, research analysts expect that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be paid a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Monday, March 23rd. Broadcom's payout ratio is presently 50.78%.

Insider Activity

In other news, CFO Kirsten M. Spears sold 36,292 shares of Broadcom stock in a transaction that occurred on Tuesday, March 17th. The stock was 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 of the company's stock, valued at approximately $105,407,616. The trade was a 9.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider S. Ram Velaga sold 38,841 shares of the business's stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total value of $12,491,265.60. Following the transaction, the insider owned 96,147 shares of the company's stock, valued at approximately $30,920,875.20. This represents a 28.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 403,049 shares of company stock worth $133,459,315 over the last three months. Insiders own 1.90% of the company's stock.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: OpenAI partnership: Broadcom struck a multiyear deal to co-develop custom AI accelerators, positioning AVGO as a strategic supplier for OpenAI and signaling material addressable revenue from bespoke AI silicon and related infrastructure. OpenAI Just Became Broadcom's Newest Chip Customer
• Positive Sentiment: Analyst upgrades: Erste Group sharply raised estimates (FY2026 to ~$9.80 EPS and FY2027 to ~$16.55 EPS), implying much stronger earnings power than consensus and supporting a higher valuation if AI wins scale as expected.
• Positive Sentiment: Thesis reinforcement from market commentary: Multiple bullish write-ups highlight Broadcom’s expanding role across custom AI silicon, networking and software for hyperscalers — a structural growth story that investors view as durable despite recent volatility. Broadcom (AVGO) Powers the AI Boom — Bullish despite the Pullback
• Neutral Sentiment: Price-target / multi‑year outlook pieces: Analysts and retail sites are publishing 3‑year AVGO price predictions and scenario analyses reflecting both upside from AI exposure and risk from lofty multiples. Broadcom Stock Price Prediction: Where Will AVGO Be in 3 Years?
• Neutral Sentiment: Buy-the-dip narratives: Several outlets argue the ~24% pullback is a buying opportunity tied to the OpenAI deal and secular AI demand, but these are thesis-driven and hinge on execution. Is the 24% Dip a Golden Buying Opportunity?
• Neutral Sentiment: Macro/sector context: Coverage noting that tech earnings have grown but some ETFs (and segments) lag share-price recovery, which can keep trading volatile for large-cap semiconductors like AVGO. As Tech Earnings Grow, This ETF Still Hasn't Caught Up (AVGO)
• Negative Sentiment: Insider selling: Reports of insiders selling shares have raised near‑term sentiment concerns and may amplify downside during a broader pullback, even if strategic fundamentals remain intact. Broadcom Insiders Are Selling Stock. Is AVGO Finally at the End of the Road?

Analyst Ratings Changes

AVGO has been the topic of several research analyst reports. Royal Bank Of Canada reduced their price objective on Broadcom from $370.00 to $340.00 and set a "sector perform" rating on the stock in a research note on Monday, March 2nd. The Goldman Sachs Group reissued a "buy" rating and set a $450.00 target price on shares of Broadcom in a report on Monday, January 5th. Sanford C. Bernstein restated an "outperform" rating and issued a $475.00 price target (up from $400.00) on shares of Broadcom in a research report on Friday, December 12th. DA Davidson raised shares of Broadcom to a "hold" rating in a report on Friday, February 13th. Finally, Wells Fargo & Company raised shares of Broadcom from an "equal weight" rating to an "overweight" rating and boosted their price objective for the company from $410.00 to $430.00 in a research report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company's stock. According to MarketBeat, Broadcom 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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