Lombard Odier Asset Management Europe Ltd Has $21.50 Million Stock Holdings in Broadcom Inc. $AVGO

Lombard Odier Asset Management Europe Ltd raised its stake in Broadcom Inc. (NASDAQ:AVGO) by 93.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 56,914 shares of the semiconductor manufacturer’s stock after purchasing an additional 27,482 shares during the period. Lombard Odier Asset Management Europe Ltd’s holdings in Broadcom were worth $21,499,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. ROSS JOHNSON & Associates LLC increased its position in Broadcom by 1,320.0% in the 4th quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after buying an additional 66 shares in the last quarter. SWAN Capital LLC boosted its holdings in Broadcom by 261.9% in the fourth quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 55 shares in the last quarter. Networth Advisors LLC boosted its holdings in Broadcom by 546.2% in the first quarter. Networth Advisors LLC now owns 84 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 71 shares in the last quarter. Harborfront Financial Group LLC acquired a new stake in Broadcom in the second quarter valued at approximately $38,000. Finally, Cherry Tree Wealth Management LLC increased its holdings in shares of Broadcom by 44.9% during the fourth quarter. Cherry Tree Wealth Management LLC now owns 129 shares of the semiconductor manufacturer’s stock valued at $45,000 after acquiring an additional 40 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Analysts Set New Price Targets

AVGO has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $515.00 target price (up from $430.00) on shares of Broadcom in a report on Thursday, June 4th. Benchmark upped their price objective on shares of Broadcom from $485.00 to $545.00 and gave the stock a “buy” rating in a report on Thursday, June 4th. JPMorgan Chase & Co. raised their price objective on shares of Broadcom from $500.00 to $580.00 and gave the company an “overweight” rating in a research note on Thursday, June 4th. DA Davidson set a $350.00 price objective on shares of Broadcom and gave the company a “neutral” rating in a report on Friday. Finally, Citigroup reissued a “buy” rating and set a $515.00 target price (up from $500.00) on shares of Broadcom in a research report on Friday. Thirty research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Broadcom has a consensus rating of “Moderate Buy” and a consensus price target of $504.93.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom’s latest results showed powerful AI momentum: AI semiconductor revenue increased 221% to $16.7 billion, while management raised its fiscal 2027 AI revenue outlook to approximately $115 billion, up from more than $100 billion previously. Some projections cited in the coverage point to $230 billion in AI revenue by fiscal 2028. Broadcom’s AI Forecast Suggests Hyperscalers Want More Than Nvidia GPUs
• Positive Sentiment: Analysts continue to raise their expectations, with Cantor reportedly assigning a $600 price target. Bullish analysts argue that hyperscalers increasingly want custom accelerators, AI networking and complete data-center architectures—not only Nvidia GPUs—giving Broadcom a larger role in inference and other workloads. Top Analyst Sets $600 Broadcom Stock Target
• Positive Sentiment: A multi-generation Amazon AI-silicon agreement with Qualcomm also highlights the growing data-center market for custom chips. Although Qualcomm is the direct beneficiary, the deal reinforces the strategic importance of custom silicon and supports the broader investment case for Broadcom’s design and networking business. Qualcomm Amazon AI Silicon Deal
• Neutral Sentiment: The post-earnings reaction has been mixed because investors are scrutinizing near-term guidance, Broadcom’s share of customers’ tensor processing unit programs, and whether constrained chip supply can keep pace with demand. Wall Street remains broadly optimistic, but expectations are exceptionally high. Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock
• Negative Sentiment: Bearish coverage points to margin pressure, customer concentration, supply constraints and a premium valuation—Broadcom trades at roughly 47 times earnings—leaving limited room for execution mistakes. These concerns help explain why strong earnings did not produce a uniformly positive market response. Broadcom Buy, Sell or Hold Analysis

Broadcom Stock Performance

Shares of AVGO stock opened at $368.56 on Wednesday. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.50 and a quick ratio of 2.29. The firm has a 50-day moving average of $383.09 and a 200-day moving average of $378.02. Broadcom Inc. has a one year low of $289.96 and a one year high of $495.00. The company has a market cap of $1.75 trillion, a P/E ratio of 47.07 and a beta of 1.44.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings results on Wednesday, September 2nd. The semiconductor manufacturer reported $3.32 earnings per share for the quarter, topping the consensus estimate of $3.22 by $0.10. The business had revenue of $29.59 billion for the quarter, compared to analysts’ expectations of $29.24 billion. Broadcom had a net margin of 42.94% and a return on equity of 48.33%. The firm’s revenue for the quarter was up 85.5% compared to the same quarter last year. During the same period in the previous year, the company earned $1.69 earnings per share. Equities research analysts forecast that Broadcom Inc. will post 10.25 EPS for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st will be issued a $0.65 dividend. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. Broadcom’s dividend payout ratio is currently 33.21%.

Insiders Place Their Bets

In other Broadcom news, Director Justine Page sold 1,602 shares of the business’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $373.86, for a total value of $598,923.72. Following the transaction, the director owned 17,426 shares of the company’s stock, valued at approximately $6,514,884.36. The trade was a 8.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Gayla J. Delly sold 1,890 shares of the company’s stock in a transaction on Wednesday, July 8th. The shares were sold at an average price of $385.38, for a total value of $728,368.20. Following the completion of the transaction, the director owned 31,326 shares of the company’s stock, valued at $12,072,413.88. This trade represents a 5.69% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 61,644 shares of company stock valued at $24,016,214. Insiders own 1.90% of the company’s stock.

Broadcom Company Profile

Broadcom Inc (NASDAQ:AVGO) designs, develops and supplies semiconductor and infrastructure software products for businesses, telecommunications providers and other organizations worldwide. Its semiconductor portfolio includes networking and connectivity components, custom application-specific integrated circuits, broadband and wireless communications products, storage adapters, optical components, and industrial solutions.

The company also provides enterprise infrastructure software through businesses including VMware, which offers virtualization and private- and hybrid-cloud solutions; mainframe and enterprise software; and cybersecurity products.