Broadcom (NASDAQ:AVGO) Insider Mark David Brazeal Sells 25,921 Shares of Stock

Broadcom Inc. (NASDAQ:AVGO) insider Mark David Brazeal sold 25,921 shares of the stock in a transaction dated Friday, December 26th. The stock was sold at an average price of $352.07, for a total transaction of $9,126,006.47. Following the completion of the transaction, the insider directly owned 240,573 shares of the company’s stock, valued at $84,698,536.11. This trade represents a 9.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

Mark David Brazeal also recently made the following trade(s):

• On Wednesday, December 17th, Mark David Brazeal sold 38,281 shares of Broadcom stock. The shares were sold at an average price of $327.65, for a total value of $12,542,769.65.
• On Tuesday, December 16th, Mark David Brazeal sold 24,527 shares of Broadcom stock. The shares were sold at an average price of $340.91, for a total value of $8,361,499.57.

Broadcom Trading Up 0.1%

Shares of AVGO opened at $349.85 on Wednesday. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The stock has a market cap of $1.66 trillion, a PE ratio of 73.50, a PEG ratio of 1.19 and a beta of 1.19. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The stock has a 50 day simple moving average of $362.88 and a 200-day simple moving average of $326.38.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating 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 business had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the previous year, the firm earned $1.42 EPS. Broadcom’s quarterly revenue was up 28.2% on a year-over-year basis. On average, sell-side analysts predict that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Investors of record on Monday, December 22nd will be given a dividend of $0.65 per share. This is an increase from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date is Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. Broadcom’s dividend payout ratio is 54.62%.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Strong analyst conviction — multiple firms have reiterated Buy/Overweight ratings and raised price targets, supporting upside expectations and institutional demand. Broadcom Inc. (AVGO) up 51% YTD, Wall Street Still Sees 31% Upside
• Positive Sentiment: Sector tailwind from AI infrastructure — commentary on NVIDIA’s Groq deal highlights that as AI shifts from training to inference, networking and data‑center suppliers like Broadcom stand to benefit. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Positive Sentiment: Dividend increase and strong fundamentals — Broadcom recently raised its quarterly payout and continues to report outsized margins and revenue growth, which supports the long‑term income/quality case. MarketBeat: AVGO profile & dividend details
• Neutral Sentiment: Insider selling is heavy but partly explained — several late‑Dec Form 4s reflect RSU tax‑withholding or diversification through exchange funds, which reduces the outright negative signal for most sales. Broadcom’s Insider Selling: A Big Red Flag, or Business as Usual?
• Neutral Sentiment: Technical/market‑momentum questions — chart studies note the rally may be losing directional momentum, which can increase short‑term volatility despite the longer‑term bull case. Broadcom Stock: Is The Rally Losing Directional Momentum?
• Negative Sentiment: Large discretionary insider sales (CEO Hock Tan and other officers) — material reductions by executives draw investor scrutiny and can weigh on sentiment even when there are stated diversification/tax reasons. SEC Form 4: Hock Tan sale
• Negative Sentiment: Post‑earnings margin/guidance concerns — the Dec. earnings beat was followed by a sharp pullback as investors parsed flat non‑AI guidance and gross‑margin questions, which can cap near‑term upside. Post‑earnings selloff analysis

Institutional Investors Weigh In On Broadcom

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Sawyer & Company Inc raised its holdings in Broadcom by 62.1% during the 2nd quarter. Sawyer & Company Inc now owns 94 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 36 shares during the last quarter. Longfellow Investment Management Co. LLC acquired a new stake in shares of Broadcom during the 2nd quarter worth approximately $27,000. Legend Financial Advisors Inc. bought a new stake in shares of Broadcom during the second quarter worth approximately $28,000. Teachers Insurance & Annuity Association of America acquired a new position in Broadcom in the second quarter valued at approximately $28,000. Finally, LGT Financial Advisors LLC bought a new position in Broadcom in the second quarter valued at approximately $31,000. 76.43% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on AVGO. Macquarie assumed coverage on shares of Broadcom in a report on Monday, September 15th. They set an “outperform” rating and a $420.00 price objective for the company. Susquehanna restated a “positive” rating and set a $450.00 price target (up from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. Mizuho raised their price target on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a report on Friday, December 12th. TD Cowen boosted their price objective on Broadcom from $405.00 to $450.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Finally, Rosenblatt Securities raised their target price on Broadcom from $400.00 to $440.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $436.33.

About Broadcom

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.