Vinva Investment Management Ltd Acquires 69,256 Shares of Broadcom Inc. $AVGO

Vinva Investment Management Ltd increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 22.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 384,642 shares of the semiconductor manufacturer’s stock after acquiring an additional 69,256 shares during the quarter. Broadcom comprises about 2.5% of Vinva Investment Management Ltd’s investment portfolio, making the stock its 5th largest holding. Vinva Investment Management Ltd’s holdings in Broadcom were worth $126,124,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Longfellow Investment Management Co. LLC acquired a new position in shares of Broadcom during the 2nd quarter worth approximately $27,000. Teachers Insurance & Annuity Association of America acquired a new stake in shares of Broadcom in the second quarter valued at approximately $28,000. New England Capital Financial Advisors LLC bought a new stake in shares of Broadcom in the second quarter valued at approximately $31,000. JCIC Asset Management Inc. bought a new stake in shares of Broadcom in the third quarter valued at approximately $31,000. Finally, Manning & Napier Advisors LLC acquired a new stake in Broadcom during the third quarter worth approximately $34,000. Institutional investors and hedge funds own 76.43% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Q1 beat and blowout AI momentum — Broadcom reported $19.31B revenue and $2.05 adj. EPS, with AI semiconductor sales up ~106% to about $8.4B; management guided fiscal Q2 revenue well above consensus (~$22B) and provided aggressive AI revenue visibility. Broadcom Q1 earnings beat
• Positive Sentiment: Big-picture AI guidance — CEO Hock Tan said AI chip sales could be “significantly” above $100B in 2027, reinforcing the thesis that Broadcom is a major non‑GPU AI supplier and supporting upside expectations. Reuters: $100B AI sales guidance
• Positive Sentiment: Shareholder returns — Management unveiled a $10B buyback, which supports EPS and signals confidence in the business at current levels. Seeking Alpha: $10B buyback
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple firms raised price targets and reiterated buy/overweight calls (JPMorgan, Morgan Stanley, Truist, Citi, Rosenblatt), lifting sentiment and signaling institutional confidence. Benzinga: analyst revisions
• Neutral Sentiment: Positive media and analyst write-ups — Numerous bullish pieces (Seeking Alpha, MarketBeat, CNBC, Barron’s) highlight the AI thesis and long-term upside; these help narrative but are opinion-driven. MarketBeat: analysis
• Neutral Sentiment: Short‑interest data in feeds appears anomalous (reported as 0 shares / NaN change) and is not informative for current positioning.
• Negative Sentiment: Software segment soft spot — Infrastructure software (VMware exposure) showed only ~1% revenue growth; the software business is cited as a drag on overall results and valuation. WSJ: software drag
• Negative Sentiment: Regulatory/export risk — Coverage noted potential for tougher U.S. export controls on AI chips, a macro/regulatory headwind that could limit international sales upside. Investopedia: export rules
• Negative Sentiment: Analyst downgrade/valuation concerns — Zacks trimmed its rating to “hold” and some commentary flags that Broadcom’s premium multiple could cap near-term gains despite the earnings beat. Zacks: rating change

Analyst Ratings Changes

A number of equities analysts have commented on AVGO shares. Truist Financial raised their price objective on Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research note on Thursday. Robert W. Baird set a $420.00 target price on Broadcom in a report on Friday, December 12th. Mizuho set a $480.00 price target on Broadcom and gave the stock an “outperform” rating in a research report on Friday, January 9th. Rosenblatt Securities boosted their price target on Broadcom from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Susquehanna reaffirmed a “positive” rating and set a $450.00 price objective (up from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $435.30.

Insiders Place Their Bets

In other news, Director Henry Samueli sold 320,316 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $400.53, for a total value of $128,296,167.48. Following the sale, the director directly owned 37,326,540 shares in the company, valued at approximately $14,950,399,066.20. This trade represents a 0.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Hock E. Tan sold 130,000 shares of Broadcom stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the sale, the chief executive officer directly owned 595,638 shares in the company, valued at $194,189,900.76. This trade represents a 17.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 779,101 shares of company stock worth $283,804,325 in the last ninety days. Insiders own 2.00% of the company’s stock.

Broadcom Trading Down 0.5%

Shares of AVGO stock opened at $331.03 on Friday. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The stock’s fifty day moving average price is $333.75 and its two-hundred day moving average price is $343.12. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.58 and a current ratio of 1.90. The company has a market cap of $1.57 trillion, a PE ratio of 64.65, a P/E/G ratio of 1.06 and a beta of 1.22.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping analysts’ consensus estimates of $2.03 by $0.02. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The company had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter in the previous year, the firm earned $1.60 EPS. Broadcom’s revenue was up 29.5% on a year-over-year basis. Equities analysts predict that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be given a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Broadcom’s payout ratio is currently 50.78%.

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.