Realta Investment Advisors Sells 1,760 Shares of Broadcom Inc. $AVGO

Key Points

• Realta Investment Advisors cut its Broadcom stake by 9.5%, selling 1,760 shares and ending the quarter with 16,825 shares worth $5.823 million, making AVGO about 1.9% of its portfolio and its 10th largest holding.
• Insider selling has been heavy recently: CFO Kirsten Spears sold 36,292 shares and Mark Brazeal sold 50,488 shares on March 17, and insiders have sold 315,282 shares worth $103.1 million over the past 90 days (insiders still own 1.90% of the stock).
• AI deal catalyst and analyst momentum: Broadcom locked multi‑year AI chip deals with Google and Anthropic, spurring analyst upgrades and a consensus price target near $435.30 while attracting increased institutional buying.

Realta Investment Advisors cut its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 9.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,825 shares of the semiconductor manufacturer's stock after selling 1,760 shares during the period. Broadcom comprises about 1.9% of Realta Investment Advisors' holdings, making the stock its 10th largest position. Realta Investment Advisors' holdings in Broadcom were worth $5,823,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Providence First Trust Co increased its position in shares of Broadcom by 1,099.3% during the third quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer's stock worth $2,944,000 after purchasing an additional 8,179 shares in the last quarter. Whittier Trust Co. of Nevada Inc. increased its position in shares of Broadcom by 3.4% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 323,587 shares of the semiconductor manufacturer's stock worth $109,492,000 after purchasing an additional 10,786 shares in the last quarter. Lmcg Investments LLC increased its position in shares of Broadcom by 9.4% during the third quarter. Lmcg Investments LLC now owns 38,961 shares of the semiconductor manufacturer's stock worth $12,854,000 after purchasing an additional 3,357 shares in the last quarter. AQR Capital Management LLC increased its position in shares of Broadcom by 13.3% during the second quarter. AQR Capital Management LLC now owns 3,877,709 shares of the semiconductor manufacturer's stock worth $1,063,501,000 after purchasing an additional 455,851 shares in the last quarter. Finally, Wright Investors Service Inc. increased its position in shares of Broadcom by 5.4% during the third quarter. Wright Investors Service Inc. now owns 42,159 shares of the semiconductor manufacturer's stock worth $13,909,000 after purchasing an additional 2,178 shares in the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Broadcom news, CFO Kirsten M. Spears sold 36,292 shares of Broadcom 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 $11,671,507.20. Following the sale, the chief financial officer owned 327,760 shares of the company's stock, valued at approximately $105,407,616. The trade was a 9.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Mark David Brazeal sold 50,488 shares of Broadcom stock in a transaction that occurred 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 completion of the sale, the insider directly owned 278,141 shares in the company, valued at $89,450,145.60. This represents a 15.36% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 315,282 shares of company stock worth $103,102,779. Insiders own 1.90% of the company's stock.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom locked multi‑year AI chip deals with hyperscalers (Google, Anthropic), underpinning expectations for durable, high‑margin AI revenue growth and licensing/accelerator demand. Article Title
• Positive Sentiment: Market writeups credit the Google/Anthropic deals for today’s rally and re‑rate Broadcom as a major AI infrastructure beneficiary vs. peers — coverage notes that Broadcom’s business model (custom accelerators + networking) captures hyperscaler capex. Article Title
• Positive Sentiment: Large investors and well‑known managers appear to be increasing exposure (reports on Israel Englander, Ken Fisher adding AVGO), which supports institutional momentum and can amplify price moves. Article Title
• Neutral Sentiment: Short‑interest data in the April snapshot is effectively meaningless (shows zero/NaN), so it provides no actionable signal about bearish positioning or squeeze risk at present.
• Negative Sentiment: Analyst/framing pushback: Seaport Global downgraded Broadcom and Seaport Research gave a "Neutral" rating, while at least one major bank reset its forecast — these notes reflect concern about industry limits, margins sustainability, or valuation and may cap upside until clarity on deal economics arrives. Article Title Article Title

Analysts Set New Price Targets

A number of analysts have recently commented on AVGO shares. Barclays reiterated an "overweight" rating and set a $500.00 target price (up from $450.00) on shares of Broadcom in a research report on Friday, December 12th. Mizuho set a $480.00 target price on Broadcom and gave the stock an "outperform" rating in a research report on Friday, January 9th. TD Cowen reiterated a "buy" rating on shares of Broadcom in a research report on Friday, December 12th. Piper Sandler reiterated an "overweight" rating and set a $430.00 target price (up from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Finally, Zacks Research upgraded Broadcom from a "hold" rating to a "strong-buy" rating in a research report on Thursday, April 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $435.30.

Broadcom Stock Performance

Shares of AVGO stock opened at $371.46 on Friday. The stock has a market capitalization of $1.76 trillion, a PE ratio of 72.55, a price-to-earnings-growth ratio of 0.74 and a beta of 1.24. Broadcom Inc. has a 52-week low of $161.61 and a 52-week high of $414.61. The stock's 50-day moving average price is $326.18 and its 200 day moving average price is $343.09. 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 (NASDAQ:AVGO - Get Free Report) last issued 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. The firm had revenue of $19.31 billion for the quarter, compared to analysts' expectations of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The firm's revenue for the quarter was up 29.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.60 EPS. As a group, equities 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 $0.65 dividend. This represents a $2.60 annualized dividend and a yield of 0.7%. The ex-dividend date was Monday, March 23rd. Broadcom's payout ratio is 50.78%.

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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