Wealth Science Advisors LLC Takes Position in Broadcom Inc. $AVGO

Key Points

• Wealth Science Advisors LLC opened a new position in Broadcom, buying 12,523 shares worth about $4.33 million, which represents 2.5% of the firm's holdings and is its 7th-largest position.
• Company insiders have been net sellers recently — including Mark David Brazeal (50,488 shares, ~$16.24M) and Charlie B. Kawwas (39,116 shares, ~$12.58M) — with insiders offloading 324,282 shares (~$106.4M) over the last three months; insiders now own ~1.9% of the stock.
• Broadcom carries a ~$1.99 trillion market cap and reported a slight EPS beat ($2.05 vs. $2.03) and 29.5% revenue growth for the quarter, while strong AI demand, large hyperscaler deals (including with Meta) and product wins underpin a bullish outlook and a MarketBeat consensus of Moderate Buy (average target ~$435.30).

Wealth Science Advisors LLC purchased a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) 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 purchased 12,523 shares of the semiconductor manufacturer's stock, valued at approximately $4,334,000. Broadcom makes up 2.5% of Wealth Science Advisors LLC's holdings, making the stock its 7th biggest holding.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. JCIC Asset Management Inc. acquired a new position in Broadcom in the third quarter valued at about $31,000. Miller Global Investments LLC acquired a new stake in Broadcom during the fourth quarter worth about $31,000. Nvest Wealth Strategies Inc. acquired a new stake in Broadcom during the fourth quarter worth about $33,000. Manning & Napier Advisors LLC bought a new position in Broadcom in the 3rd quarter valued at about $34,000. Finally, Family CFO Inc bought a new position in Broadcom in the 4th quarter valued at about $35,000. Institutional investors own 76.43% of the company's stock.

Insider Buying and Selling

In related news, insider Mark David Brazeal sold 50,488 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 $16,236,940.80. Following the transaction, the insider directly owned 278,141 shares of the company's stock, valued at $89,450,145.60. The trade was a 15.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Charlie B. Kawwas sold 39,116 shares of the stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the sale, the insider directly owned 74,626 shares of the company's stock, valued at $24,000,467.86. This represents a 34.39% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 324,282 shares of company stock valued at $106,425,249 over the last three months. 1.90% of the stock is owned by insiders.

Broadcom Stock Performance

Shares of Broadcom stock opened at $421.28 on Friday. The stock has a market cap of $1.99 trillion, a price-to-earnings ratio of 82.28, a P/E/G ratio of 0.86 and a beta of 1.43. Broadcom Inc. has a twelve month low of $195.94 and a twelve month high of $429.31. The company's fifty day moving average is $347.36 and its 200 day moving average is $349.80. 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 announced its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.03 by $0.02. The business had revenue of $19.31 billion during 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% compared to the same quarter last year. During the same period last year, the company earned $1.60 EPS. Sell-side analysts forecast that Broadcom Inc. will post 9.95 EPS for the current year.

Broadcom Announces Dividend

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

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: AI demand and bullish fiscal outlook — Analysts point to surging AI revenues, new XPU and networking products and a bullish fiscal‑2026 outlook as the core growth thesis supporting AVGO’s rally. Broadcom Shares Trade Near 52-Week High: Can the Rally Continue?
• Positive Sentiment: Large customer deals — Reports say Broadcom reached a multi‑year AI chip agreement with Meta, boosting near‑term revenue visibility from a top hyperscaler. Broadcom just reached a 3-year AI chip deal with Meta. Does that make AVGO stock a buy?
• Positive Sentiment: Hyperscaler capex tailwinds — Strong Google and Meta earnings and guidance point to continued AI capex (TPUs, custom networking), directly supporting Broadcom’s product demand outlook. Big-Tech Earnings: Google and Meta's Results Support Broadcom's Outlook
• Positive Sentiment: Product and market‑cap milestones — Broadcom unveiled Wi‑Fi 8 and optimized 10G PON chips for broadband and recently crossed roughly a $2 trillion valuation, reinforcing market confidence in both product roadmap and scale. Broadcom Accelerates Multi‑Gig Broadband with Optimized 10G PON and Wi‑Fi 8 Solutions for Mass Market
• Neutral Sentiment: Institutional buying — Notable investors and funds have increased stakes in AVGO, signaling confidence but not guaranteeing further upside. Alecta Pensionsforsakring Boosts Broadcom Stake by 398,900 Shares
• Neutral Sentiment: Sector rotation and comparisons — Commentary comparing AVGO to peers (AMD, NVDA) highlights relative strength but also shows investors weighing which chip names will best capture the AI build‑out. Why AMD, AVGO are outperforming Nvidia after Big Tech earnings
• Negative Sentiment: Overbought / supply risk — A Schwab analyst warns chip stocks have experienced a sharp rally and face “overhead supply” risk, suggesting potential pullbacks or increased volatility if buyers pause. Schwab Analyst: Chip Stocks Face ‘Overhead Supply' Risk After 50% Rally Off March Lows

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Truist Financial upped their price target on shares of Broadcom from $510.00 to $545.00 and gave the stock a "buy" rating in a report on Thursday, March 5th. DA Davidson upgraded shares of Broadcom to a "hold" rating in a research report on Friday, February 13th. Weiss Ratings cut Broadcom from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, April 24th. Seaport Research Partners reaffirmed a "neutral" rating on shares of Broadcom in a report on Wednesday, April 8th. Finally, Morgan Stanley lifted their price target on Broadcom from $462.00 to $470.00 and gave the company an "overweight" rating in a research note on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Broadcom presently 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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