Montis Financial LLC Invests $1.05 Million in Broadcom Inc. $AVGO

Montis Financial LLC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO) during the 3rd quarter, Holdings Channel.com reports. The fund purchased 3,175 shares of the semiconductor manufacturer’s stock, valued at approximately $1,047,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AVGO. Longfellow Investment Management Co. LLC acquired a new position in shares of Broadcom during the 2nd quarter valued at $27,000. Legend Financial Advisors Inc. purchased a new position in Broadcom in the second quarter valued at about $28,000. Teachers Insurance & Annuity Association of America acquired a new position in shares of Broadcom during the second quarter worth about $28,000. LGT Financial Advisors LLC purchased a new stake in shares of Broadcom in the second quarter worth about $31,000. Finally, New England Capital Financial Advisors LLC acquired a new stake in shares of Broadcom in the second quarter valued at about $31,000. 76.43% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Susquehanna reissued 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. The Goldman Sachs Group restated a “buy” rating and issued a $450.00 target price on shares of Broadcom in a research note on Monday, January 5th. Mizuho set a $480.00 price target on shares of Broadcom and gave the company an “outperform” rating in a report on Friday, January 9th. Benchmark boosted their price objective on shares of Broadcom from $385.00 to $485.00 and gave the stock a “buy” rating in a report on Friday, December 12th. Finally, Oppenheimer raised 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. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $438.61.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: JPMorgan named Broadcom among its favorite chip stocks heading into earnings, reinforcing confidence in AVGO’s AI exposure and earnings upside. Nvidia, Broadcom, Micron among JPMorgan’s favorite chip stocks going into earnings
• Positive Sentiment: Citi also lists Broadcom as a top pick into earnings, and multiple sell-side firms (Wells Fargo, Mizuho and others) have recently issued bullish notes and raised targets — supporting medium-term upside tied to AI and data-center demand. Nvidia, Broadcom, NXP, Analog Devices are Citi’s top picks going into earnings
• Positive Sentiment: MarketBeat highlights TSMC’s strong AI-accelerator guidance and Meta’s “Meta Compute” initiative as potential structural tailwinds for Broadcom’s custom AI chips and networking products — a fundamental support for longer-term revenue growth. Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom
• Neutral Sentiment: Several write-ups discuss valuation and whether AVGO remains reasonably priced after a multi-year rally; these notes provide context but don’t change the upside catalysts. Is Broadcom (AVGO) Still Reasonably Priced After A 7x Run In Five Years
• Neutral Sentiment: Opinion and strategy pieces (Zacks, Forbes, 247WallSt) reiterate Broadcom’s AI exposure and growth profile; these can support investor conviction but highlight differing views on timing and valuation. Here is Why Growth Investors Should Buy Broadcom Inc. (AVGO) Now
• Negative Sentiment: Broadcom underperformed peers in today’s session and lagged as the broader market gained, a sign of short-term profit-taking and relative weakness versus some AI leaders. Broadcom Inc. stock underperforms Wednesday when compared to competitors
• Negative Sentiment: RBC initiated coverage at Sector Perform and flagged margin and valuation risks despite AI upside — a reminder that cost structure and pricing in AI infrastructure could pressure near-term margins. RBC initiates Broadcom (AVGO) at sector perform, flags margin and valuation risks despite AI upside
• Negative Sentiment: Social/aggregate coverage (Quiver/AI chatter) highlights heavy insider selling over the last 6 months and mentions geopolitical and margin concerns — these narratives can amplify short-term volatility. Broadcom Inc. Stock (AVGO) Opinions on AI Deals and Geopolitical Risks

Insider Buying and Selling at Broadcom

In other news, insider Charlie B. Kawwas sold 1,928 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total value of $631,998.40. Following the transaction, the insider directly owned 23,582 shares in the company, valued at approximately $7,730,179.60. This trade represents a 7.56% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Mark David Brazeal sold 30,000 shares of Broadcom stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total transaction of $10,413,600.00. Following the completion of the transaction, the insider directly owned 210,573 shares of the company’s stock, valued at $73,094,099.76. This trade represents a 12.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 779,901 shares of company stock worth $284,069,237. 2.00% of the stock is owned by insiders.

Broadcom Price Performance

AVGO opened at $328.80 on Thursday. The company has a 50-day moving average of $357.93 and a 200-day moving average of $335.05. The company has a market capitalization of $1.56 trillion, a P/E ratio of 69.08, a PEG ratio of 1.10 and a beta of 1.21. Broadcom Inc. has a 1-year low of $138.10 and a 1-year 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.

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

Broadcom Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were issued a $0.65 dividend. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

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.