Vision Capital Management Inc. Invests $1.50 Million in Broadcom Inc. $AVGO

Vision Capital Management Inc. acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 4,533 shares of the semiconductor manufacturer’s stock, valued at approximately $1,495,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Sawyer & Company Inc boosted its stake in Broadcom by 62.1% in 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 period. Longfellow Investment Management Co. LLC acquired a new stake in shares of Broadcom in the second quarter worth $27,000. Legend Financial Advisors Inc. acquired a new position in Broadcom during the second quarter valued at $28,000. Teachers Insurance & Annuity Association of America purchased a new stake in Broadcom in the 2nd quarter worth about $28,000. Finally, LGT Financial Advisors LLC purchased a new stake in Broadcom in the 2nd quarter worth about $31,000. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Bernstein reiterated an Outperform on AVGO and says competition fears around Broadcom in AI are overblown, citing leadership in AI ASICs and execution — a bullish analyst view that supports upside. Bernstein Says AI Competition Fears Around Broadcom (AVGO) Are Overblown
• Positive Sentiment: Major banks (Mizuho, Goldman, BofA) named Broadcom a top chip pick for 2026 and raised price targets (range roughly $450–$500), highlighting very strong gross margins and the potential for a >$2T market cap — heavy institutional endorsement that attracts buying. Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks
• Positive Sentiment: Analysts flag an AI-driven supply/demand imbalance and custom silicon upside as hyperscaler capex and memory tightness accelerate — a setup that benefits Broadcom’s ASIC/custom-chip franchises and pricing power. Broadcom, Marvell In Focus As Semiconductor Analyst Flags AI-Driven Supply Crunch
• Positive Sentiment: Product news from CES — new Wi‑Fi 8 chipsets and an accelerated processing unit — refreshes the networking/wireless roadmap and supports non-GPU revenue diversification. Broadcom Inc. (AVGO) Launches new Wi-Fi Products at CES 2026
• Neutral Sentiment: Coverage pieces and buy-the-dip commentary (Seeking Alpha, 24/7 Wall St., The Motley Fool-style lists) reiterate bullish narratives for growth/AI exposure but are opinion-driven — supportive but not new fundamental data. Broadcom: Buy The Dip Or Regret It Forever Best Growth Stocks to Buy in 2026
• Neutral Sentiment: Zacks and other market summaries note recent intraday/near-term gains — confirms the price move but adds little incremental fundamental information. Broadcom Inc. (AVGO) Rises Higher Than Market: Key Facts
• Negative Sentiment: Lingering investor concern about a margin warning from the Dec. 11 earnings release remains a potential downside catalyst — analysts and investors will watch upcoming margin commentary and software mix closely. Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks

Wall Street Analyst Weigh In

Several research firms have weighed in on AVGO. Oppenheimer lifted their target price on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. KeyCorp reiterated an “overweight” rating and issued a $500.00 price objective (up previously from $460.00) on shares of Broadcom in a research note on Friday, December 12th. UBS Group set a $475.00 target price on shares of Broadcom and gave the company a “buy” rating in a research note on Monday, December 15th. Citigroup reaffirmed a “buy” rating and issued a $480.00 price target (up from $415.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Susquehanna reissued a “positive” rating and set a $450.00 price objective (up previously from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. Three equities research 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’s stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average price target of $438.00.

Broadcom Stock Performance

Shares of NASDAQ AVGO opened at $354.61 on Wednesday. The business’s 50-day simple moving average is $359.57 and its 200-day simple moving average is $332.57. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. The firm has a market cap of $1.68 trillion, a price-to-earnings ratio of 74.50, a P/E/G ratio of 1.19 and a beta of 1.21.

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 company had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter last year, the company posted $1.42 earnings per share. The company’s revenue for the quarter was up 28.2% compared to the same quarter last year. As a group, equities research analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Insider Activity at Broadcom

In other news, insider Mark David Brazeal sold 30,000 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $347.12, for a total value of $10,413,600.00. Following the sale, the insider directly owned 210,573 shares of the company’s stock, valued at approximately $73,094,099.76. This trade represents a 12.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Charlie B. Kawwas sold 1,928 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total value of $631,998.40. Following the sale, the insider owned 23,582 shares of the company’s stock, valued at approximately $7,730,179.60. The trade was a 7.56% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is owned by corporate insiders.

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.