United Advisor Group LLC Boosts Position in Broadcom Inc. $AVGO

United Advisor Group LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 30.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,860 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,381 shares during the quarter. United Advisor Group LLC’s holdings in Broadcom were worth $2,028,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Baring Financial LLC lifted its stake in Broadcom by 2.2% during the fourth quarter. Baring Financial LLC now owns 1,359 shares of the semiconductor manufacturer’s stock worth $470,000 after purchasing an additional 29 shares during the last quarter. Five Oceans Advisors lifted its stake in Broadcom by 0.4% during the fourth quarter. Five Oceans Advisors now owns 8,191 shares of the semiconductor manufacturer’s stock worth $2,835,000 after purchasing an additional 29 shares during the last quarter. Arthur M. Cohen & Associates LLC lifted its stake in Broadcom by 0.6% during the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock worth $1,577,000 after purchasing an additional 30 shares during the last quarter. Jackson Hole Capital Partners LLC lifted its stake in Broadcom by 1.4% during the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock worth $716,000 after purchasing an additional 30 shares during the last quarter. Finally, Private Wealth Partners LLC lifted its stake in Broadcom by 0.7% during the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock worth $1,410,000 after purchasing an additional 30 shares during the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on AVGO shares. Erste Group Bank cut Broadcom from a “buy” rating to a “hold” rating in a research note on Thursday, April 2nd. Royal Bank Of Canada decreased their target price on Broadcom from $370.00 to $340.00 and set a “sector perform” rating for the company in a research note on Monday, March 2nd. Citigroup boosted their target price on Broadcom from $458.00 to $475.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Bank of America reduced their price objective on Broadcom from $500.00 to $450.00 and set a “buy” rating for the company in a research note on Thursday, March 5th. Finally, Truist Financial boosted their price objective on Broadcom from $510.00 to $545.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $435.30.

Broadcom Trading Up 5.1%

NASDAQ AVGO opened at $422.65 on Thursday. 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 cap of $2.00 trillion, a PE ratio of 82.55, a P/E/G ratio of 0.83 and a beta of 1.24. Broadcom Inc. has a one year low of $175.82 and a one year high of $423.20. The firm’s fifty day moving average is $337.32 and its two-hundred day moving average is $346.68.

Broadcom (NASDAQ:AVGO) 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 for the quarter, compared to analyst estimates of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. Broadcom’s quarterly revenue was up 29.5% on a year-over-year basis. During the same period in the previous year, the business posted $1.60 earnings per share. Analysts expect that Broadcom Inc. will post 9.95 earnings per share for the current year.

Broadcom Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd were paid 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 payout ratio is currently 50.78%.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom unveiled a secure runtime for Autonomous AI via the VMware Tanzu Platform, extending its AI software footprint into enterprise agent workloads — a move that broadens high‑margin software revenue potential. Broadcom Inc. (AVGO) Extends AI Reach with VMware Tanzu Platform for Enterprise AI
• Positive Sentiment: Broadcom expanded collaboration with Google Cloud on Cloud Network Insights (via AppNeta), strengthening its cloud observability offerings and ties with a hyperscaler — supportive for recurring software/services revenue. Broadcom Expands Collaboration with Google Cloud on Cloud Network Insights
• Positive Sentiment: Benchmark reiterated a Buy and $485 price target, citing the Meta AI partnership and scope for Broadcom to exceed its AI revenue targets — analyst support can drive buying momentum. Benchmark Bullish on Broadcom (AVGO), Here’s What the Firm Thinks About Meta Deal
• Positive Sentiment: Broadcom and Meta extended their AI pact into 2029, signaling multi‑year revenue visibility from hyperscaler partnerships and reinforcing investor confidence in sustained AI demand. Broadcom and Meta Extend AI Pact Into 2029 as Shares Climb to $400
• Positive Sentiment: Broadcom launched Arcot Smart Ruleset, an AI-driven payments fraud product, diversifying its AI exposure into fintech security — a potential new software revenue stream outside semiconductors. Broadcom Extends AI Story With Arcot Smart Ruleset In Payments
• Neutral Sentiment: Media pieces and lists (Zacks, Yahoo) continue to position Broadcom among top AI infrastructure names, keeping sentiment favorable but already priced into a rally. 5 Top-Ranked AI Infrastructure Bigwigs for Sparkling Returns in 2026
• Neutral Sentiment: Insider/congressional filings and notable trades (lawmakers, Pelosi disclosures) have shown purchases in AVGO, which can bolster retail/flow interest but are not fundamental proof of future performance. Lawmakers Bet Big on These 3 Stocks—Should You? (AVGO)
• Neutral Sentiment: Shareholders approved the board, auditor and executive pay at the annual meeting — reduces governance uncertainty but is unlikely to move fundamentals materially. Broadcom Shareholders Back Board, Auditor and Executive Pay
• Negative Sentiment: Valuation skepticism: analyses flag that Broadcom’s sharp run (one‑year surge) leaves it richly priced, which raises risk of multiple contraction if growth disappoints. Is Broadcom (AVGO) Pricing In Too Much After Its 139% One Year Surge?

Insider Buying and Selling

In other news, insider Charlie B. Kawwas sold 39,116 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total value of $12,580,096.76. Following the transaction, the insider owned 74,626 shares of the company’s stock, valued at approximately $24,000,467.86. The trade was a 34.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Kirsten M. Spears sold 36,292 shares of the business’s 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 $11,671,507.20. Following the completion of the transaction, the chief financial officer directly owned 327,760 shares in the company, valued at approximately $105,407,616. The trade was a 9.97% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 324,282 shares of company stock worth $106,425,249. 1.90% of the stock is currently owned by company 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.