Mn Services Vermogensbeheer B.V. Acquires 34,677 Shares of Broadcom Inc. $AVGO

Key Points

• Mn Services Vermogensbeheer B.V. raised its stake in Broadcom (NASDAQ:AVGO) by 2.0% in Q4, buying 34,677 shares to hold 1,727,777 shares worth $597,984,000, about 3.7% of the fund’s assets and its sixth‑largest position.
• Broadcom’s fundamentals and catalysts remain strong — the company beat quarterly EPS estimates ($2.05 vs. $2.03) with revenue of $19.31B (up 29.5% YoY), and investors cite large AI revenue gains, a ~$970M five‑year U.S. defense software deal, a new CFO from Alphabet, and broadly bullish analyst targets (average $435.30).
• Offsetting factors include heavy recent insider selling (373,049 shares worth about $123M over 90 days, including a notable sale by co‑founder Henry Samueli) even as institutional ownership is high at ~76.43%, which may influence near‑term sentiment.

Mn Services Vermogensbeheer B.V. increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 2.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,727,777 shares of the semiconductor manufacturer's stock after purchasing an additional 34,677 shares during the period. Broadcom accounts for about 3.7% of Mn Services Vermogensbeheer B.V.'s holdings, making the stock its 6th biggest position. Mn Services Vermogensbeheer B.V.'s holdings in Broadcom were worth $597,984,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Columbus Macro LLC grew its holdings in Broadcom by 1.0% during the 4th quarter. Columbus Macro LLC now owns 31,137 shares of the semiconductor manufacturer's stock valued at $10,777,000 after buying an additional 306 shares during the last quarter. Private Advisory Group LLC raised its holdings in shares of Broadcom by 7.5% in the fourth quarter. Private Advisory Group LLC now owns 78,300 shares of the semiconductor manufacturer's stock worth $27,100,000 after acquiring an additional 5,433 shares during the last quarter. Barlow Wealth Partners LLC raised its holdings in shares of Broadcom by 25.4% in the fourth quarter. Barlow Wealth Partners LLC now owns 1,448 shares of the semiconductor manufacturer's stock worth $500,000 after acquiring an additional 293 shares during the last quarter. Adams Asset Advisors LLC purchased a new stake in shares of Broadcom in the fourth quarter valued at $2,320,000. Finally, Meriwether Wealth & Planning LLC lifted its position in shares of Broadcom by 5.9% in the fourth quarter. Meriwether Wealth & Planning LLC now owns 734 shares of the semiconductor manufacturer's stock valued at $254,000 after acquiring an additional 41 shares in the last quarter. Hedge funds and other institutional investors own 76.43% of the company's stock.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Large AI revenue gains and a five‑year, ~$970M U.S. defense software deal reinforce the company’s AI and software revenue runway, a key near‑term driver for investor optimism. What Broadcom (AVGO)'s AI Surge and US$970 Million DISA Deal Means For Shareholders
• Positive Sentiment: Broadcom named Alphabet executive Amie Thuener as its next CFO (effective June 12), a leadership move that markets typically view as stabilizing during a transition. Broadcom taps Alphabet executive Amie Thuener as next CFO (Reuters)
• Positive Sentiment: Prominent investors and many sell‑side analysts remain bullish (some price targets imply large upside), supporting demand for the stock despite recent volatility. Analysts See 61% Upside to Broadcom Inc. (AVGO)
• Neutral Sentiment: Broadcom continues to roll out new enterprise products (Symantec CBX) and is regularly featured in AI‑infrastructure comparisons vs. peers — positive for long‑term positioning but less likely to move the stock immediately. Broadcom Inc. (AVGO) Unveils Symantec CBX for Enterprise-Grade Network Security
• Neutral Sentiment: Media pieces and buy‑lists (e.g., Zacks, Motley Fool comparisons with NVDA/MRVL) keep AVGO in the spotlight; useful for flow but not an immediate catalyst on its own. 3 Must-Buy Profitable Stocks for April 2026 (MU, AVGO, NVDA)
• Negative Sentiment: Large insider selling by co‑founder Henry Samueli drew attention; sizable insider exits can spook investors even if they’re for personal liquidity. What Henry Samueli’s Record Broadcom Sale Signals For AVGO Shareholders
• Negative Sentiment: Erste Group downgraded AVGO from Buy to Hold, a rating move that can pressure sentiment among some institutional investors. Finviz: Quote / Analyst Actions
• Negative Sentiment: Geopolitical tensions (e.g., Iran conflict) have pressured chip stocks broadly by raising supply‑chain and demand risk, creating short‑term headwinds for AVGO alongside peers. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard.

Analyst Ratings Changes

A number of analysts recently commented on the company. Truist Financial lifted their price objective on Broadcom from $510.00 to $545.00 and gave the stock a "buy" rating in a research report on Thursday, March 5th. Bank of America decreased their price target on shares of Broadcom from $500.00 to $450.00 and set a "buy" rating on the stock in a research note on Thursday, March 5th. Morgan Stanley lifted their price target on shares of Broadcom from $462.00 to $470.00 and gave the stock an "overweight" rating in a report on Friday, March 6th. JPMorgan Chase & Co. boosted their price objective on shares of Broadcom from $475.00 to $500.00 and gave the company an "overweight" rating in a research report on Thursday, March 5th. Finally, UBS Group set a $475.00 price objective on shares of Broadcom and gave the company a "buy" rating in a research note on Monday, December 15th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat, Broadcom presently has an average rating of "Moderate Buy" and an average target price of $435.30.

Broadcom Stock Up 0.3%

Shares of NASDAQ:AVGO opened at $314.55 on Friday. The stock's 50-day moving average price is $324.84 and its two-hundred day moving average price is $343.50. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The firm has a market cap of $1.49 trillion, a price-to-earnings ratio of 61.44, a PEG ratio of 0.67 and a beta of 1.24.

Broadcom (NASDAQ:AVGO - Get Free Report) last posted its quarterly earnings data 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 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 quarterly revenue was up 29.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.60 EPS. On average, research analysts forecast that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Monday, March 23rd were given a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.60 annualized dividend and a yield of 0.8%. Broadcom's dividend payout ratio is 50.78%.

Insider Activity at Broadcom

In other Broadcom 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 value of $16,236,940.80. Following the transaction, the insider owned 278,141 shares in the company, valued at $89,450,145.60. This trade represents a 15.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Kirsten M. Spears sold 36,292 shares of the business's stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the sale, the chief financial officer directly owned 327,760 shares of the company's stock, valued at $105,407,616. This represents a 9.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 373,049 shares of company stock valued at $123,024,715 over the last 90 days. 1.90% of the stock is currently owned by 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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