Broadcom Inc. $AVGO Shares Acquired by TriaGen Wealth Management LLC

TriaGen Wealth Management LLC lifted its position in Broadcom Inc. (NASDAQ:AVGO) by 213.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 9,262 shares of the semiconductor manufacturer’s stock after acquiring an additional 6,303 shares during the period. Broadcom accounts for 0.8% of TriaGen Wealth Management LLC’s investment portfolio, making the stock its 26th biggest holding. TriaGen Wealth Management LLC’s holdings in Broadcom were worth $3,056,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in AVGO. Brighton Jones LLC boosted its position in Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after buying an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Broadcom by 10.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after acquiring an additional 756 shares during the period. United Bank boosted its holdings in shares of Broadcom by 76.5% in the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock valued at $392,000 after acquiring an additional 1,014 shares during the last quarter. WBI Investments LLC acquired a new stake in shares of Broadcom in the first quarter worth $416,000. Finally, Jacobi Capital Management LLC increased its stake in shares of Broadcom by 5.7% in the first quarter. Jacobi Capital Management LLC now owns 12,588 shares of the semiconductor manufacturer’s stock worth $2,108,000 after acquiring an additional 681 shares during the period. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Analysts Set New Price Targets

AVGO has been the subject of a number of research reports. Benchmark boosted their target price on shares of Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Macquarie began coverage on Broadcom in a research note on Monday, September 15th. They set an “outperform” rating and a $420.00 price objective for the company. Cowen restated a “buy” rating on shares of Broadcom in a research note on Friday, December 12th. Truist Financial raised their target price on Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Finally, UBS Group set a $475.00 price target on Broadcom and gave the company a “buy” rating in a research report on Monday, December 15th. Three analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $438.00.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: High‑profile endorsement: Jim Cramer said he’d rather own Broadcom, which can boost retail/inflow interest and support short‑term buying momentum. Jim Cramer says he’d rather own Broadcom (AVGO)
• Positive Sentiment: Bullish analyst action: Goldman Sachs added AVGO to its US Conviction List and kept a buy stance with a $450 price target, providing institutional endorsement that can support longer‑term demand. Goldman Sachs Conviction List
• Positive Sentiment: AI/infra second‑half catalyst: MarketBeat highlights Broadcom’s AI‑infrastructure exposure and argues monetization is likely to accelerate in H2 2026, supporting the case for continued medium‑term earnings growth. 3 Tech Stocks Positioned for the Next Leg of the Bull Market (AVGO)
• Neutral Sentiment: Valuation and historical volatility context: A Forbes piece reviews how far AVGO has fallen in past drawdowns, useful for risk sizing but not an immediate catalyst. Broadcom Stock Is Falling. How Low Has It Historically Dropped?
• Neutral Sentiment: Valuation/undervaluation debate: Commentary (Seeking Alpha) argues Broadcom can close an undervaluation gap in 2026 — constructive long term but not a trigger for immediate upside. Broadcom: Ready To Close Undervaluation Gap In 2026
• Negative Sentiment: Insider selling: CEO Hock E. Tan sold 70,000 shares and director Mark Brazeal sold 30,000 shares on Jan. 6; large insider sales are being cited in coverage and can spook short‑term traders. CEO Form 4 Director Form 4
• Negative Sentiment: Near‑term margin/guidance worries: Recent guidance flagged some gross‑margin pressure for 2026, which analysts and media say explains recent selling despite strong Q4 results — this is the primary near‑term negative. Why Broadcom (AVGO) shares are falling today

Insider Transactions at Broadcom

In other news, CFO Kirsten M. Spears sold 30,000 shares of the company’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the completion of the sale, the chief financial officer owned 277,237 shares of the company’s stock, valued at $96,428,573.34. This represents a 9.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Mark David Brazeal sold 38,281 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total transaction of $12,542,769.65. Following the completion of the sale, the insider owned 266,494 shares of the company’s stock, valued at $87,316,759.10. This trade represents a 12.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 780,701 shares of company stock worth $284,349,357. Company insiders own 2.00% of the company’s stock.

Broadcom Stock Up 3.8%

AVGO opened at $344.97 on Friday. The company has a market cap of $1.64 trillion, a PE ratio of 72.47, a price-to-earnings-growth ratio of 1.12 and a beta of 1.21. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61. The company has a 50-day moving average price of $359.72 and a 200 day moving average price of $330.46. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, topping the consensus estimate of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The company had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same period in the previous year, the business earned $1.42 EPS. Broadcom’s quarterly revenue was up 28.2% on a year-over-year basis. Sell-side analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Monday, December 22nd. This is an increase from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s payout ratio is 54.62%.

Broadcom Company 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.