Slow Capital Inc. Sells 9,418 Shares of Broadcom Inc. $AVGO

Slow Capital Inc. lowered its stake in Broadcom Inc. (NASDAQ:AVGO) by 5.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 165,388 shares of the semiconductor manufacturer’s stock after selling 9,418 shares during the quarter. Broadcom comprises approximately 6.8% of Slow Capital Inc.’s investment portfolio, making the stock its biggest holding. Slow Capital Inc.’s holdings in Broadcom were worth $57,241,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in AVGO. JCIC Asset Management Inc. bought a new stake in Broadcom in the 3rd quarter valued at $31,000. Miller Global Investments LLC bought a new position in Broadcom during the 4th quarter worth about $31,000. Manning & Napier Advisors LLC acquired a new stake in shares of Broadcom in the 3rd quarter valued at about $34,000. Family CFO Inc acquired a new stake in shares of Broadcom in the 4th quarter valued at about $35,000. Finally, PayPay Securities Corp lifted its holdings in shares of Broadcom by 88.9% in the fourth quarter. PayPay Securities Corp now owns 119 shares of the semiconductor manufacturer’s stock valued at $41,000 after purchasing an additional 56 shares in the last quarter. 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 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 $16,236,940.80. Following the completion of the transaction, the insider directly owned 278,141 shares of the company’s stock, valued at approximately $89,450,145.60. This trade represents a 15.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Gayla J. Delly sold 1,000 shares of the company’s stock in a transaction on Thursday, April 9th. The stock was sold at an average price of $358.31, for a total transaction of $358,310.00. Following the sale, the director directly owned 32,352 shares in the company, valued at $11,592,045.12. This trade represents a 3.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 324,282 shares of company stock worth $106,425,249 in the last quarter. 1.90% of the stock is owned by company insiders.

Broadcom Price Performance

NASDAQ:AVGO opened at $419.94 on Friday. Broadcom Inc. has a 52-week low of $178.29 and a 52-week high of $429.31. The company has a market cap of $1.99 trillion, a P/E ratio of 82.02, a P/E/G ratio of 0.87 and a beta of 1.24. 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 stock’s 50-day simple moving average is $339.09 and its 200 day simple moving average is $347.19.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, beating the consensus estimate of $2.03 by $0.02. The firm had revenue of $19.31 billion during 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 business’s quarterly revenue was up 29.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.60 earnings per share. As a group, sell-side analysts forecast that Broadcom Inc. will post 9.95 EPS for the current fiscal 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 issued a $0.65 dividend. This represents a $2.60 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, March 23rd. Broadcom’s dividend payout ratio is presently 50.78%.

Wall Street Analysts Forecast Growth

AVGO has been the subject of several recent research reports. Zacks Research raised Broadcom from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Benchmark reissued a “buy” rating and issued a $485.00 target price on shares of Broadcom in a research report on Thursday, March 5th. DA Davidson upgraded Broadcom to a “hold” rating in a research note on Friday, February 13th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $450.00 price target on shares of Broadcom in a research report on Monday, January 5th. Finally, Wolfe Research raised shares of Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price target for the company in a research note on Friday, January 30th. 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 company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $435.30.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Expanded Google Cloud collaboration — Broadcom expanded its Cloud Network Insights/network observability work (built on AppNeta), strengthening product penetration into multi‑cloud and hybrid enterprise networks and supporting recurring software revenue. Article Title
• Positive Sentiment: Multi‑year AI infrastructure deal with Meta — Broadcom and Meta announced a multi‑year partnership to support Meta’s AI infrastructure, reinforcing Broadcom’s exposure to hyperscaler capex for switches, networking and related software. Article Title
• Positive Sentiment: Analyst backing — Benchmark reiterated a Buy and $485 price target, citing the Meta partnership and AI demand as upside to Broadcom’s revenue and margin targets. Analyst support can bolster investor confidence and limit downside. Article Title
• Positive Sentiment: Enterprise AI platform expansion — Broadcom is extending AI capabilities via the VMware Tanzu platform (secure runtime for Autonomous AI), highlighting software and platform monetization beyond chips. Article Title
• Positive Sentiment: Institutional & insider interest — Recent filings show significant purchases by lawmakers and large holders (and notable stakes like Citadel), which can signal confidence from informed investors. Article Title
• Neutral Sentiment: Macro/earnings momentum — Coverage pieces highlight AVGO as one of a small group driving 2026 earnings growth (with NVDA), underlining strong estimate revisions but not an immediate catalyst by itself. Article Title
• Negative Sentiment: Valuation and profit‑taking risk — Separately, analysts and commentators question whether Broadcom’s rapid run (large YTD/1‑year gains) already prices in most growth, raising short‑term downside risk as investors lock in gains. Article Title

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.