Emissary Wealth LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,590 shares of the semiconductor manufacturer's stock, valued at approximately $2,281,000. Broadcom makes up approximately 1.9% of Emissary Wealth LLC's portfolio, making the stock its 21st biggest position.
Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Baring Financial LLC raised its holdings in shares of Broadcom by 2.2% in the fourth quarter. Baring Financial LLC now owns 1,359 shares of the semiconductor manufacturer's stock valued at $470,000 after acquiring an additional 29 shares in the last quarter. Five Oceans Advisors raised its holdings in shares of Broadcom by 0.4% in the fourth quarter. Five Oceans Advisors now owns 8,191 shares of the semiconductor manufacturer's stock valued at $2,835,000 after acquiring an additional 29 shares in the last quarter. Jackson Hole Capital Partners LLC raised its holdings in shares of Broadcom by 1.4% in the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer's stock valued at $716,000 after acquiring an additional 30 shares in the last quarter. Private Wealth Partners LLC raised its holdings in shares of Broadcom by 0.7% in the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer's stock valued at $1,410,000 after acquiring an additional 30 shares in the last quarter. Finally, Planning Alternatives Ltd. ADV raised its holdings in shares of Broadcom by 1.4% in the third quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer's stock valued at $715,000 after acquiring an additional 30 shares in the last quarter. 76.43% of the stock is currently owned by institutional investors.
Broadcom Stock Performance
AVGO opened at $418.20 on Tuesday. Broadcom Inc. has a 52-week low of $184.02 and a 52-week high of $429.31. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80. The company has a market cap of $1.98 trillion, a P/E ratio of 81.68, a price-to-earnings-growth ratio of 0.87 and a beta of 1.24. The firm's 50-day moving average price is $342.90 and its 200-day moving average price is $348.41.
Broadcom (NASDAQ:AVGO - Get Free Report) last issued 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. The firm had revenue of $19.31 billion for the quarter, compared to analyst estimates of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.Broadcom's revenue for the quarter was up 29.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.60 earnings per share. As a group, equities analysts anticipate that Broadcom Inc. will post 9.95 EPS for the current fiscal year.
Broadcom Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd were given 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 is currently 50.78%.
Wall Street Analysts Forecast Growth
Several analysts recently weighed in on the company. Erste Group Bank downgraded Broadcom from a "buy" rating to a "hold" rating in a report on Thursday, April 2nd. Royal Bank Of Canada reduced 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. Zacks Research upgraded shares of Broadcom from a "hold" rating to a "strong-buy" rating in a report on Thursday, April 2nd. Morgan Stanley boosted their target price on shares of Broadcom from $462.00 to $470.00 and gave the stock an "overweight" rating in a report on Friday, March 6th. Finally, DA Davidson upgraded shares of Broadcom to a "hold" rating in a report on Friday, February 13th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $435.30.
Check Out Our Latest Stock Analysis on AVGO
Key Headlines Impacting Broadcom
Here are the key news stories impacting Broadcom this week:
- Positive Sentiment: Broadcom deepened multi‑year, multi‑generation partnerships with Meta and expanded work with Google Cloud (custom AI silicon + cloud networking), strengthening revenue visibility from hyperscalers and bolstering AVGO’s AI growth narrative. Read More.
- Positive Sentiment: Coverage and price‑target upside: bullish research and bullish price‑target narratives (e.g., 247WallStreet’s $475/$558 bull case) feed investor expectations for continued upside and justify momentum buying. Read More.
- Positive Sentiment: Analyst / trade coverage and retail interest: pieces highlighting Broadcom as an AI “growth superstar” and mentions in “AI chip” leader lists keep the stock on buy lists and in thematic ETFs, supporting demand. Read More.
- Positive Sentiment: IBD technical framing: Broadcom is cited as “near buy zone” by IBD-style coverage — technical narratives can trigger momentum-driven inflows from traders. Read More.
- Neutral Sentiment: Sector tailwinds: multiple industry roundup pieces list AVGO among top AI semiconductor plays (alongside NVDA, MU), highlighting structural demand but not changing fundamentals immediately. Such coverage keeps AVGO in thematic funds. Read More.
- Neutral Sentiment: ETF / momentum context: mentions in ETF strategy stories (JPMorgan active bench, momentum ETFs) indicate flows into tech/momentum buckets could benefit AVGO, but effects depend on index/ETF rebalancings. Read More. and Read More.
- Negative Sentiment: Short‑term pull vs. market: a Zacks note flagged AVGO’s decline amid a broader market uptick — suggesting profit‑taking or sector rotation pressured the stock despite positive company news. Read More.
- Negative Sentiment: Valuation caution: coverage noting a stretched valuation and rich multiples vs. near‑term fundamentals raises the risk of sharper pullbacks if AI demand or margins disappoint. Read More.
Insiders Place Their Bets
In other Broadcom news, Director Gayla J. Delly sold 1,000 shares of the company's stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $358.31, for a total value of $358,310.00. Following the sale, the director owned 32,352 shares in the company, valued at approximately $11,592,045.12. This represents a 3.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Mark David Brazeal sold 50,488 shares of the company'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 $16,236,940.80. Following the transaction, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 324,282 shares of company stock worth $106,425,249. Corporate insiders own 1.90% of the company's stock.
About Broadcom
(
Free Report)
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.
See Also
Want to see what other hedge funds are holding AVGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO - Free Report).
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