NEOS Investment Management LLC Has $471.11 Million Stock Position in Broadcom Inc. $AVGO

NEOS Investment Management LLC lifted its stake in Broadcom Inc. (NASDAQ:AVGO) by 55.2% during the third quarter, HoldingsChannel reports. The firm owned 1,427,991 shares of the semiconductor manufacturer’s stock after purchasing an additional 507,701 shares during the period. Broadcom accounts for about 3.5% of NEOS Investment Management LLC’s holdings, making the stock its 5th largest position. NEOS Investment Management LLC’s holdings in Broadcom were worth $471,109,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Arthur M. Cohen & Associates LLC raised its position in Broadcom by 0.6% during the 3rd quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock valued at $1,577,000 after purchasing an additional 30 shares in the last quarter. Jackson Hole Capital Partners LLC increased its stake in shares of Broadcom by 1.4% during the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after buying an additional 30 shares during the period. Private Wealth Partners LLC raised its holdings in shares of Broadcom by 0.7% in the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after acquiring an additional 30 shares in the last quarter. McHugh Group LLC lifted its stake in Broadcom by 0.4% in the third quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock worth $2,782,000 after acquiring an additional 31 shares during the period. Finally, Smith Thornton Advisors LLC grew its holdings in Broadcom by 1.4% during the 3rd quarter. Smith Thornton Advisors LLC now owns 2,313 shares of the semiconductor manufacturer’s stock worth $763,000 after acquiring an additional 31 shares in the last quarter. Institutional investors own 76.43% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Jim Cramer mentioned Broadcom among notable technology names and coverage interest (DA Davidson initiation) underscores continued investor attention and positive sentiment around Broadcom’s mix of chips and enterprise software. Jim Cramer Linked Broadcom (AVGO) & Computer Storage Stocks
• Positive Sentiment: Coverage notes Broadcom is outpacing broader market gains and benefiting from the AI infrastructure spending cycle, supporting near-term demand expectations. Broadcom Inc. (AVGO) outpaces stock market gains: What you should know
• Neutral Sentiment: Analyses point to a consolidation phase — shares have pulled back from highs but AI demand from large cloud buyers could underpin recovery; outlook is range-bound for now. Where Will Broadcom Stock Be in 1 Year?
• Neutral Sentiment: Several pieces reassess valuation after the pullback — investors are debating whether premium multiples (high P/E) already price in AI growth, leaving valuation as a key gating factor. Is It Too Late To Consider Broadcom (AVGO) After Its Strong Multi‑Year Share Price Run?
• Neutral Sentiment: Reported short-interest data appears anomalous/low in recent filings and is not currently creating meaningful days-to-cover pressure. (internal short-interest entry)
• Negative Sentiment: Barron’s reports Meta’s big commitment to Nvidia reduces an addressable opportunity for Broadcom in certain AI chips, increasing competitive risk from Nvidia. Nvidia Gets Big Commitment From Meta. What It Means for the Broadcom Threat.
• Negative Sentiment: At least one analyst warns Broadcom faces structural risks (“sitting on a sinking iceberg”) tied to margin pressure and execution, which could weigh on multiple expansion. Broadcom is ‘sitting on a sinking iceberg.’ Why 1 analyst is warning on AVGO stock here
• Negative Sentiment: Analysts flag a story shift: while AI hopes support revenue tailwinds, margin concerns and high expectations increase downside risk if growth or pricing softens. Why Analysts See Broadcom (AVGO) Story Shifting On AI Hopes And Margin Concerns

Insider Buying and Selling at Broadcom

In related news, insider Mark David Brazeal sold 30,000 shares of Broadcom stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total value of $10,413,600.00. Following the completion of the sale, the insider directly owned 210,573 shares in the company, valued at $73,094,099.76. This trade represents a 12.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Charlie B. Kawwas sold 1,928 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total transaction of $631,998.40. Following the sale, the insider directly owned 23,582 shares in the company, valued at approximately $7,730,179.60. This represents a 7.56% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 779,101 shares of company stock valued at $283,804,325. Insiders own 2.00% of the company’s stock.

Broadcom Price Performance

NASDAQ AVGO opened at $333.51 on Thursday. The firm’s fifty day simple moving average is $339.29 and its two-hundred day simple moving average is $341.27. The firm has a market capitalization of $1.58 trillion, a P/E ratio of 70.07, a P/E/G ratio of 1.07 and a beta of 1.21. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61.

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

Broadcom Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a $0.65 dividend. This is a boost from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s dividend payout ratio is 54.62%.

Wall Street Analyst Weigh In

AVGO has been the subject of several recent research reports. Zacks Research upgraded shares of Broadcom from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Benchmark lifted their price objective on shares of Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a report on Friday, December 12th. Wells Fargo & Company upgraded Broadcom from an “equal weight” rating to an “overweight” rating and upped their target price for the stock from $410.00 to $430.00 in a report on Thursday, January 15th. Susquehanna reiterated a “positive” rating and issued a $450.00 price target (up from $400.00) on shares of Broadcom in a report on Thursday, December 4th. Finally, Robert W. Baird set a $420.00 price target on Broadcom in a research report on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $433.13.

Broadcom 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.