Broadcom Inc. $AVGO Stock Holdings Lifted by Huntleigh Advisors Inc.

Key Points

• Huntleigh Advisors Inc. boosted its Broadcom stake by 3.3% in Q4 to 62,677 shares (about 3.7% of its portfolio), a position valued at roughly $21.69 million that makes AVGO its third-largest holding.
• Broadcom reported a Q1 beat — $2.05 EPS vs. $2.03 expected and $19.31B revenue (+29.5% YoY) — and is benefiting from strong AI-driven chip demand, product launches, and largely bullish analyst coverage (consensus "Moderate Buy," avg target ~$435).
• Notable insider selling occurred last quarter (324,282 shares, about $106.4M, including sales by Mark D. Brazeal and Charlie B. Kawwas) even as institutions hold ~76.4% of the stock; Broadcom’s Q2 FY2026 results on June 3 are an upcoming catalyst that could drive volatility.

Huntleigh Advisors Inc. grew its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,677 shares of the semiconductor manufacturer's stock after purchasing an additional 1,995 shares during the quarter. Broadcom comprises approximately 3.7% of Huntleigh Advisors Inc.'s portfolio, making the stock its 3rd largest holding. Huntleigh Advisors Inc.'s holdings in Broadcom were worth $21,692,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of AVGO. JCIC Asset Management Inc. purchased a new position in Broadcom in the 3rd quarter worth approximately $31,000. Miller Global Investments LLC purchased a new position in Broadcom in the 4th quarter worth approximately $31,000. Nvest Wealth Strategies Inc. purchased a new position in Broadcom in the 4th quarter worth approximately $33,000. Manning & Napier Advisors LLC purchased a new position in Broadcom in the 3rd quarter worth approximately $34,000. Finally, Family CFO Inc purchased a new position in Broadcom in the 4th quarter worth approximately $35,000. 76.43% of the stock is owned by hedge funds and other institutional investors.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: AI demand thesis: Bernstein says AI agent-driven chip demand is “off the charts,” implying sustained revenue upside for Broadcom’s data‑center and AI product lines. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,' Supply Can't Keep Up
• Positive Sentiment: Company AI positioning: Analysis argues Broadcom’s AI engine and silicon roadmap could power the next decade, supporting higher-margin, recurring revenue potential. Broadcom's AI Engine Could Power The Next Decade
• Positive Sentiment: Macro/sector tailwind: Nasdaq strength and AI enthusiasm continue to spotlight AVGO alongside NVDA and MU as AI infrastructure winners, supporting multiple expansion potential. AI Enthusiasm Powers Nasdaq to All-Time High: 3 Stocks to Grab
• Positive Sentiment: Product catalyst: Broadcom launched a fourth wave of Wi‑Fi 8 chips and a 10G PON chip, broadening its broadband TAM and offering near-term revenue diversification outside pure AI silicon. Broadcom’s New Wi-Fi 8 Push Adds Another Leg To Growth Story
• Positive Sentiment: Institutional buying: Manning & Napier increased its AVGO stake, a signal of continued confidence from some asset managers. Manning & Napier Boosts Broadcom Stake by 22,013 Shares
• Neutral Sentiment: Upcoming catalyst: Broadcom set its Q2 FY2026 earnings release and conference call for June 3 — a formal moment for management to reset guidance and could spark volatility. Broadcom Inc. to Announce Second Quarter Fiscal Year 2026 Financial Results on Wednesday, June 3, 2026
• Neutral Sentiment: Analyst sentiment/coverage: Multiple outlets note bullish analyst recommendations on AVGO; useful for flows but may already be priced in and can produce headline-driven volatility. Wall Street Bulls Look Optimistic About Broadcom Inc. (AVGO): Should You Buy?
• Negative Sentiment: Near-term price pressure: A Zacks note flags that AVGO dipped more than the broader market today — consistent with profit taking and rotation despite the positive fundamentals. Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today

Insider Buying and Selling at Broadcom

In other news, insider Mark David Brazeal sold 50,488 shares of Broadcom stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $16,236,940.80. Following the completion of the sale, the insider directly owned 278,141 shares of the company's stock, valued at approximately $89,450,145.60. The trade was a 15.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Charlie B. Kawwas sold 10,000 shares of Broadcom stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $345.23, for a total transaction of $3,452,300.00. Following the sale, the insider directly owned 787,184 shares of the company's stock, valued at approximately $271,759,532.32. This trade represents a 1.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 324,282 shares of company stock worth $106,425,249. 1.90% of the stock is currently owned by company insiders.

Broadcom Stock Performance

NASDAQ:AVGO opened at $416.41 on Tuesday. The company has a fifty day simple moving average of $347.36 and a two-hundred day simple moving average of $349.79. The company has a market cap of $1.97 trillion, a price-to-earnings ratio of 81.33, a price-to-earnings-growth ratio of 0.87 and a beta of 1.43. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80. Broadcom Inc. has a 52 week low of $195.94 and a 52 week high of $429.31.

Broadcom (NASDAQ:AVGO - Get Free Report) last released its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.03 by $0.02. The business had revenue of $19.31 billion during the quarter, compared to analysts' expectations 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% on a year-over-year basis. During the same period in the previous year, the company earned $1.60 EPS. As a group, equities analysts anticipate that Broadcom Inc. will post 9.95 earnings per share for the current fiscal year.

Broadcom Announces Dividend

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

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Truist Financial lifted their price target on shares of Broadcom from $510.00 to $545.00 and gave the company a "buy" rating in a research report on Thursday, March 5th. Wells Fargo & Company raised shares of Broadcom from an "equal weight" rating to an "overweight" rating and lifted their price target for the company from $410.00 to $430.00 in a research report on Thursday, January 15th. Seaport Research Partners reaffirmed a "neutral" rating on shares of Broadcom in a research report on Wednesday, April 8th. DA Davidson raised shares of Broadcom to a "hold" rating in a research report on Friday, February 13th. Finally, Royal Bank Of Canada reduced their price target on shares of Broadcom from $370.00 to $340.00 and set a "sector perform" rating on the stock in a research report on Monday, March 2nd. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $435.30.

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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