Seven Post Investment Office LP Invests $1.09 Million in Broadcom Inc. $AVGO

Key Points

• Seven Post Investment Office LP opened a new position in Broadcom (NASDAQ:AVGO), buying 3,147 shares valued at about $1.09 million, representing roughly 0.4% of its portfolio and its 21st-largest holding.
• Large institutional activity continues: firms like Vanguard, Arrowstreet and Nordea materially increased AVGO stakes, and institutional investors now own about 76.43% of the company’s shares.
• Company insiders have been net sellers recently — including CFO Kirsten M. Spears and S. Ram Velaga — with insiders selling 324,282 shares worth about $106.4 million over the last quarter.

Seven Post Investment Office LP acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,147 shares of the semiconductor manufacturer's stock, valued at approximately $1,089,000. Broadcom accounts for approximately 0.4% of Seven Post Investment Office LP's investment portfolio, making the stock its 21st biggest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in AVGO. Arrowstreet Capital Limited Partnership grew its stake in shares of Broadcom by 499.4% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 5,634,232 shares of the semiconductor manufacturer's stock worth $1,858,789,000 after purchasing an additional 4,694,313 shares during the period. Vanguard Group Inc. grew its stake in shares of Broadcom by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 482,707,302 shares of the semiconductor manufacturer's stock worth $167,064,997,000 after purchasing an additional 3,919,715 shares during the period. Nordea Investment Management AB grew its stake in shares of Broadcom by 47.5% during the 4th quarter. Nordea Investment Management AB now owns 9,814,757 shares of the semiconductor manufacturer's stock worth $3,406,211,000 after purchasing an additional 3,160,586 shares during the period. Danske Bank A S purchased a new position in shares of Broadcom during the 3rd quarter valued at approximately $987,488,000. Finally, Massachusetts Financial Services Co. MA lifted its position in shares of Broadcom by 41.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 8,520,644 shares of the semiconductor manufacturer's stock valued at $2,811,046,000 after buying an additional 2,503,304 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company's stock.

Insider Transactions at Broadcom

In other Broadcom news, CFO Kirsten M. Spears sold 36,292 shares of the firm's stock in a transaction 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 transaction, the chief financial officer owned 327,760 shares in the company, valued at approximately $105,407,616. This trade represents a 9.97% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider S. Ram Velaga sold 38,841 shares of the firm's stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $12,491,265.60. Following the completion of the transaction, the insider owned 96,147 shares in the company, valued at $30,920,875.20. The trade was a 28.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 324,282 shares of company stock worth $106,425,249. Company insiders own 1.90% of the company's stock.

Broadcom Trading Down 1.2%

Shares of AVGO stock opened at $416.41 on Tuesday. The stock's fifty day moving average is $347.36 and its two-hundred day moving average is $349.79. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. The firm has a market capitalization of $1.97 trillion, a P/E ratio of 81.33, a PEG ratio of 0.87 and a beta of 1.43. Broadcom Inc. has a fifty-two week low of $195.94 and a fifty-two week high of $429.31.

Broadcom (NASDAQ:AVGO - Get Free Report) last announced its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, beating analysts' consensus estimates of $2.03 by $0.02. The company 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%.The firm's revenue for the quarter was up 29.5% on a year-over-year basis. During the same quarter last year, the firm posted $1.60 EPS. Research analysts expect that Broadcom Inc. will post 9.95 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

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

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: AI demand thesis: Bernstein says AI agent-driven chip demand is “off the charts,” implying sustained revenue upside for Broadcom’s data‑center and AI product lines. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,' Supply Can't Keep Up
• Positive Sentiment: Company AI positioning: Analysis argues Broadcom’s AI engine and silicon roadmap could power the next decade, supporting higher-margin, recurring revenue potential. Broadcom's AI Engine Could Power The Next Decade
• Positive Sentiment: Macro/sector tailwind: Nasdaq strength and AI enthusiasm continue to spotlight AVGO alongside NVDA and MU as AI infrastructure winners, supporting multiple expansion potential. AI Enthusiasm Powers Nasdaq to All-Time High: 3 Stocks to Grab
• Positive Sentiment: Product catalyst: Broadcom launched a fourth wave of Wi‑Fi 8 chips and a 10G PON chip, broadening its broadband TAM and offering near-term revenue diversification outside pure AI silicon. Broadcom’s New Wi-Fi 8 Push Adds Another Leg To Growth Story
• Positive Sentiment: Institutional buying: Manning & Napier increased its AVGO stake, a signal of continued confidence from some asset managers. Manning & Napier Boosts Broadcom Stake by 22,013 Shares
• Neutral Sentiment: Upcoming catalyst: Broadcom set its Q2 FY2026 earnings release and conference call for June 3 — a formal moment for management to reset guidance and could spark volatility. Broadcom Inc. to Announce Second Quarter Fiscal Year 2026 Financial Results on Wednesday, June 3, 2026
• Neutral Sentiment: Analyst sentiment/coverage: Multiple outlets note bullish analyst recommendations on AVGO; useful for flows but may already be priced in and can produce headline-driven volatility. Wall Street Bulls Look Optimistic About Broadcom Inc. (AVGO): Should You Buy?
• Negative Sentiment: Near-term price pressure: A Zacks note flags that AVGO dipped more than the broader market today — consistent with profit taking and rotation despite the positive fundamentals. Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Weiss Ratings lowered Broadcom from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, April 24th. Mizuho reiterated an "outperform" rating and set a $480.00 target price on shares of Broadcom in a research report on Thursday, April 16th. Benchmark reiterated a "buy" rating and set a $485.00 target price on shares of Broadcom in a research report on Thursday, March 5th. The Goldman Sachs Group reiterated a "buy" rating and set a $450.00 target price on shares of Broadcom in a research report on Monday, January 5th. Finally, DA Davidson upgraded Broadcom to a "hold" rating in a research report on Friday, February 13th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $435.30.

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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