Eagle Wealth Advisors LLC Acquires Shares of 14,145 Broadcom Inc. $AVGO

Key Points

• Eagle Wealth Advisors acquired a new stake of 14,145 shares of Broadcom in Q4, worth about $4.90 million, representing 4.2% of the firm's portfolio and its 5th largest holding.
• Insider selling has been notable: insiders sold 324,282 shares worth $106.4 million in the last 90 days (including Charlie B. Kawwas' 10,000-share sale and Gayla J. Delly's 1,000-share sale); insiders now own 1.90% while institutional investors hold 76.43% of AVGO.
• Analyst sentiment and fundamentals are generally positive—several firms raised targets (JPMorgan to $500, Truist to $545) and MarketBeat shows a "Moderate Buy" consensus with a $435.30 average target—backed by AI demand catalysts and Broadcom's recent quarter where revenue rose 29.5% and EPS beat estimates.

Eagle Wealth Advisors LLC acquired a new stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 14,145 shares of the semiconductor manufacturer's stock, valued at approximately $4,896,000. Broadcom accounts for 4.2% of Eagle Wealth Advisors LLC's portfolio, making the stock its 5th largest holding.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Index Fund Advisors Inc. lifted its stake in Broadcom by 28.0% during the 4th quarter. Index Fund Advisors Inc. now owns 2,190 shares of the semiconductor manufacturer's stock valued at $758,000 after acquiring an additional 479 shares during the period. Anchyra Partners LLC purchased a new position in shares of Broadcom during the 4th quarter valued at approximately $5,808,000. Nippon Life Global Investors Americas Inc. increased its holdings in shares of Broadcom by 9.1% during the 4th quarter. Nippon Life Global Investors Americas Inc. now owns 331,100 shares of the semiconductor manufacturer's stock valued at $114,594,000 after purchasing an additional 27,720 shares in the last quarter. Aprio Wealth Management LLC increased its holdings in shares of Broadcom by 124.3% during the 4th quarter. Aprio Wealth Management LLC now owns 26,912 shares of the semiconductor manufacturer's stock valued at $9,314,000 after purchasing an additional 14,916 shares in the last quarter. Finally, S.A. Mason LLC increased its holdings in shares of Broadcom by 49.3% during the 4th quarter. S.A. Mason LLC now owns 2,294 shares of the semiconductor manufacturer's stock valued at $794,000 after purchasing an additional 757 shares in the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Charlie B. Kawwas sold 10,000 shares of the business's stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $345.23, for a total value of $3,452,300.00. Following the completion of the sale, the insider owned 787,184 shares of the company's stock, valued at approximately $271,759,532.32. The trade was a 1.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Gayla J. Delly sold 1,000 shares of the business's stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $358.31, for a total transaction of $358,310.00. Following the completion of the sale, the director directly owned 32,352 shares of the company's stock, valued at approximately $11,592,045.12. The trade was a 3.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 324,282 shares of company stock worth $106,425,249 in the last 90 days. 1.90% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

AVGO has been the subject of several recent research reports. JPMorgan Chase & Co. lifted their target price on shares of Broadcom from $475.00 to $500.00 and gave the company an "overweight" rating in a report on Thursday, March 5th. Zacks Research raised shares of Broadcom from a "hold" rating to a "strong-buy" rating in a report on Thursday, April 2nd. Truist Financial lifted their target price on shares of Broadcom from $510.00 to $545.00 and gave the company a "buy" rating in a report on Thursday, March 5th. Morgan Stanley lifted their target price on shares of Broadcom from $462.00 to $470.00 and gave the company an "overweight" rating in a report on Friday, March 6th. Finally, Royal Bank Of Canada cut their target price on shares of Broadcom from $370.00 to $340.00 and set a "sector perform" rating for the company in a report on Monday, March 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $435.30.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom announced VMware Cloud Foundation 9.1, positioning AVGO to capture more spend tied to production AI infrastructure (software + hardware stack synergy could improve enterprise contract value). Broadcom Announces VMware Cloud Foundation 9.1
• Positive Sentiment: Bernstein commentary that AI agent demand is “off the charts” supports upside for leading chip suppliers, a bullish demand signal that benefits Broadcom’s data-center and AI infrastructure businesses. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts'
• Positive Sentiment: Multiple outlets highlight Broadcom as an AI beneficiary (Zacks, Yahoo, Seeking Alpha), reinforcing positive sentiment and analyst interest that can lift the stock on flows and upgrades. Broadcom Inc. (AVGO) is an Incredible Growth Stock: 3 Reasons Why
• Neutral Sentiment: Sector and ETF momentum (strong gains in semiconductor/AI ETFs) is amplifying flows into leading chip names, which can lift AVGO even without company-specific catalysts. Up 160% in One Month, This AI ETF Can Still 5X
• Neutral Sentiment: Broadcom set its Q2 FY2026 earnings release date (June 3); the scheduled report keeps attention on upcoming guidance and could sustain trading volume. Broadcom Inc. to Announce Second Quarter Fiscal Year 2026 Financial Results on Wednesday, June 3, 2026
• Negative Sentiment: Recent coverage noted a prior intraday dip where AVGO fell more than the broader market — a reminder of volatility and that shares can swing on short-term profit-taking. Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today

Broadcom Price Performance

Shares of NASDAQ AVGO opened at $427.38 on Wednesday. The firm has a market cap of $2.02 trillion, a PE ratio of 83.47, a PEG ratio of 0.86 and a beta of 1.43. The firm has a fifty day moving average of $349.25 and a 200 day moving average of $350.33. 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 Inc. has a one year low of $195.94 and a one year high of $433.39.

Broadcom (NASDAQ:AVGO - Get Free Report) last issued its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping the consensus estimate of $2.03 by $0.02. The company had revenue of $19.31 billion during the quarter, compared to analyst estimates of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The firm's revenue was up 29.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.60 EPS. As a group, research analysts predict that Broadcom Inc. will post 9.95 EPS for the current fiscal year.

Broadcom Dividend Announcement

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

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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