Flossbach Von Storch SE Sells 64,484 Shares of Broadcom Inc. $AVGO

Key Points

• Flossbach Von Storch SE trimmed its Broadcom stake by 18.3% in Q4, selling 64,484 shares and leaving 288,529 shares valued at about $99.86 million, while institutional investors collectively own roughly 76.43% of the company.
• Broadcom beat quarterly expectations with EPS of $2.05 (vs. $2.03 est.) and revenue of $19.31 billion (up 29.5% YoY); the company has a ~$2.02 trillion market cap, a consensus "Moderate Buy" rating (avg. target $435.30), and pays a $0.65 quarterly dividend (0.6% yield).

Flossbach Von Storch SE trimmed its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 18.3% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 288,529 shares of the semiconductor manufacturer's stock after selling 64,484 shares during the quarter. Flossbach Von Storch SE's holdings in Broadcom were worth $99,860,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of AVGO. Brighton Jones LLC grew its stake in shares of Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer's stock worth $6,882,000 after acquiring an additional 5,322 shares during the period. Revolve Wealth Partners LLC lifted its position in Broadcom by 10.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer's stock valued at $1,854,000 after purchasing an additional 756 shares during the period. United Bank lifted its position in Broadcom by 76.5% during the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer's stock valued at $392,000 after purchasing an additional 1,014 shares during the period. Sivia Capital Partners LLC boosted its holdings in Broadcom by 10.1% in the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer's stock worth $3,499,000 after purchasing an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC boosted its holdings in Broadcom by 10.5% in the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer's stock worth $1,098,000 after purchasing an additional 378 shares during the last quarter. Hedge funds and other institutional investors own 76.43% of the company's stock.

Broadcom Trading Up 2.6%

Shares of AVGO stock opened at $427.38 on Wednesday. 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 company has a market cap of $2.02 trillion, a price-to-earnings ratio of 83.47, a PEG ratio of 0.86 and a beta of 1.43. Broadcom Inc. has a 1 year low of $195.94 and a 1 year high of $433.39. The firm has a fifty day moving average price of $349.25 and a 200-day moving average price of $350.33.

Broadcom (NASDAQ:AVGO - Get Free Report) last released 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. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the previous year, the company posted $1.60 earnings per share. Broadcom's revenue for the quarter was up 29.5% on a year-over-year basis. As a group, equities analysts predict that Broadcom Inc. will post 9.95 earnings per share for the current year.

Broadcom Dividend Announcement

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

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Erste Group Bank lowered shares of Broadcom from a "buy" rating to a "hold" rating in a research note on Thursday, April 2nd. Weiss Ratings lowered Broadcom from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, April 24th. Seaport Research Partners reiterated a "neutral" rating on shares of Broadcom in a research report on Wednesday, April 8th. Zacks Research raised Broadcom from a "hold" rating to a "strong-buy" rating in a report on Thursday, April 2nd. Finally, JPMorgan Chase & Co. raised their target price on Broadcom from $475.00 to $500.00 and gave the stock an "overweight" rating in a research report on Thursday, March 5th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat, Broadcom has a consensus rating of "Moderate Buy" and an average target price of $435.30.

Trending Headlines about Broadcom

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

Insider Buying and Selling at Broadcom

In related news, insider Charlie B. Kawwas sold 10,000 shares of Broadcom stock in a transaction that occurred 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 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 completion of the transaction, the director owned 32,352 shares of the company's stock, valued at $11,592,045.12. The trade was a 3.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 324,282 shares of company stock valued at $106,425,249. 1.90% of the stock is currently owned by corporate insiders.

Broadcom 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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