Broadcom Inc. $AVGO Shares Sold by Solidarity Wealth LLC

Solidarity Wealth LLC cut its stake in Broadcom Inc. (NASDAQ:AVGO) by 78.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,527 shares of the semiconductor manufacturer’s stock after selling 5,494 shares during the quarter. Solidarity Wealth LLC’s holdings in Broadcom were worth $504,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Sawyer & Company Inc boosted its holdings in Broadcom by 62.1% during the second quarter. Sawyer & Company Inc now owns 94 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 36 shares in the last quarter. Longfellow Investment Management Co. LLC acquired a new position in shares of Broadcom in the second quarter worth about $27,000. Legend Financial Advisors Inc. purchased a new stake in shares of Broadcom during the 2nd quarter worth about $28,000. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Broadcom during the 2nd quarter valued at about $28,000. Finally, LGT Financial Advisors LLC purchased a new position in shares of Broadcom in the 2nd quarter valued at about $31,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Broadcom Trading Up 0.9%

Shares of AVGO stock opened at $343.02 on Friday. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two 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 stock’s fifty day moving average is $358.94 and its two-hundred day moving average is $332.69. The firm has a market capitalization of $1.63 trillion, a P/E ratio of 72.06, a PEG ratio of 1.14 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last released its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. The business had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The company’s revenue for the quarter was up 28.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.42 earnings per share. Research analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were paid a $0.65 dividend. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. 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 0.8%. Broadcom’s dividend payout ratio is 54.62%.

Insider Buying and Selling

In other news, CFO Kirsten M. Spears sold 30,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the transaction, the chief financial officer directly owned 277,237 shares in the company, valued at $96,428,573.34. The trade was a 9.76% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Mark David Brazeal sold 38,281 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total value of $12,542,769.65. Following the completion of the sale, the insider directly owned 266,494 shares of the company’s stock, valued at approximately $87,316,759.10. This represents a 12.56% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is currently owned by company insiders.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Chip‑sector tailwind — TSMC’s strong quarterly results lifted confidence across semiconductor suppliers and equipment makers, boosting demand expectations that benefit Broadcom as an AI and infrastructure supplier. Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand
• Positive Sentiment: Institutional buying — Cathie Wood’s Ark funds added to Broadcom, signaling conviction from large active investors that Broadcom is a compelling AI play. That buying can support the stock near short‑term dips. Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
• Positive Sentiment: Analyst bullishness — Multiple broker notes lifted targets and labeled AVGO a top pick (KeyCorp’s overweight/$500 view and Mizuho’s higher PT). Positive research increases buy‑side interest and provides price support. Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks Mizuho Raises Firm’s PT on Broadcom (AVGO) Stock
• Positive Sentiment: Competitive fears eased — Bernstein and other analysts downplayed AI‑competition risks, supporting investor confidence in Broadcom’s growth position in AI infrastructure. Bernstein Dismisses AI Competition Fears Surrounding Broadcom (AVGO)
• Neutral Sentiment: Debt offering announced — Broadcom filed for a $4.5B senior notes offering; impact depends on use of proceeds (refinancing, buybacks, M&A). Markets typically view Broadcom’s debt moves through the lens of capital return strategy and leverage. Broadcom Announces $4.5 Billion Senior Notes Offering
• Neutral Sentiment: New coverage and products — RBC initiated coverage at sector‑perform (mixed signal) and Broadcom showcased new Wi‑Fi products at CES — incremental positives but not game‑changing alone. RBC Capital initiates coverage of Broadcom (AVGO) with sector perform recommendation Broadcom Inc. (AVGO) Launches new Wi-Fi Products at CES 2026
• Negative Sentiment: Insider selling — Reports show insiders sold roughly US$490M collectively (including a $24M sale by the CEO). Large insider sales can spook investors even when company fundamentals are solid. Broadcom Insiders Sold US$490m Of Shares Suggesting Hesitancy Broadcom CEO Hock Tan just sold $24 million worth of AVGO stock. Should you dump shares too?
• Negative Sentiment: Regulatory/headwind in China — Reports that China banned Broadcom’s cybersecurity solutions create potential revenue headwinds in that market and add geopolitical risk to the story. China Just Banned Broadcom’s Cybersecurity Solutions. What Does That Mean for AVGO Stock?

Analysts Set New Price Targets

A number of brokerages have issued reports on AVGO. The Goldman Sachs Group reiterated a “buy” rating and set a $450.00 price target on shares of Broadcom in a research report on Monday, January 5th. Bank of America increased their target price on Broadcom from $460.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Truist Financial lifted their price target on shares of Broadcom from $500.00 to $510.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Oppenheimer upped their price objective on shares of Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, December 12th. Finally, TD Cowen lifted their target price on shares of Broadcom from $405.00 to $450.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Three research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $438.61.

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.