Quadrant Capital Group LLC Has $41.54 Million Stake in Broadcom Inc. $AVGO

Quadrant Capital Group LLC lifted its stake in Broadcom Inc. (NASDAQ:AVGO) by 3.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 125,900 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,177 shares during the period. Broadcom accounts for 1.4% of Quadrant Capital Group LLC’s portfolio, making the stock its 11th largest position. Quadrant Capital Group LLC’s holdings in Broadcom were worth $41,536,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

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

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom said its visibility for 2027 “dramatically improved” and CEO Hock Tan guided to AI chip revenue north of $100 billion in 2027; Q1 beat and above-consensus Q2 revenue guidance reinforced that outlook. Analysts have lifted price targets and MarketBeat highlights upside from the updated forecasts. Broadcom’s Bullish Outlook: AVGO Eyes $100 Billion in AI Revenue
• Positive Sentiment: Seeking Alpha argues Broadcom is a “once-in-a-generation” AI infrastructure opportunity, reinforcing bullish investor narratives around durable competitive advantage in custom silicon. Broadcom: A Once In A Generation Opportunity That Won’t Last
• Positive Sentiment: Several analysts have raised price targets (one noted raise to $470), and MarketBeat’s consensus targets moved higher after the earnings, signaling sustained buy-side conviction. Broadcom Price Target Raised to $470.00
• Neutral Sentiment: Marvell’s strong earnings and upgraded guidance reinforce demand for custom AI silicon across hyperscalers — a sector tailwind that validates Broadcom’s TAM but also draws investor capital to faster-rising peers. This helps explain rotation into smaller, higher-momentum chip names. Marvell’s Big Earnings Win Could Be the Start of Something Bigger
• Neutral Sentiment: Banking/analyst screens (Zacks, Citi roundups) continue to list Broadcom among top AI/semiconductor picks — supportive longer-term but less likely to move the stock intraday. Broadcom Inc. (AVGO) is a Top-Ranked Growth Stock
• Neutral Sentiment: Reported spikes in short-interest data appear to be reporting anomalies (zeros/NaN); no clear short-squeeze dynamics are evident from the filings cited — so minimal direct impact. (data entries)
• Negative Sentiment: Macro/headline risk — commentary that very high oil prices could still dent market sentiment has been flagged as a potential drag on cyclical tech stocks, creating near-term downside risk even if Broadcom’s fundamentals remain intact. $150 Oil Won’t Hurt Broadcom’s Business, But It Could Still Hurt the Stock
• Negative Sentiment: Margin risk remains a watch item: memory/storage price inflation could pressure system-level gross margins even as Broadcom attempts to offset dilution via pricing power with large AI customers — the margin story bears monitoring for 2H/2026. Memory Price Hikes Could Pressure Margins

Broadcom Price Performance

Shares of AVGO opened at $342.58 on Wednesday. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The stock has a market cap of $1.62 trillion, a P/E ratio of 66.91, a price-to-earnings-growth ratio of 0.79 and a beta of 1.22. The stock’s 50-day moving average price is $333.53 and its two-hundred day moving average price is $344.23.

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

Broadcom Dividend Announcement

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

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Sanford C. Bernstein reissued an “outperform” rating and set a $475.00 price objective (up from $400.00) on shares of Broadcom in a report on Friday, December 12th. Benchmark reaffirmed a “buy” rating and issued a $485.00 target price on shares of Broadcom in a research note on Thursday, March 5th. Bank of America lowered their price target on shares of Broadcom from $500.00 to $450.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. Piper Sandler reissued an “overweight” rating and set a $430.00 price target (up from $375.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Royal Bank Of Canada cut their price objective on shares of Broadcom from $370.00 to $340.00 and set a “sector perform” rating on the stock in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Broadcom currently has an average rating of “Moderate Buy” and a consensus target price of $435.30.

Insider Transactions at Broadcom

In other news, insider Mark David Brazeal sold 30,000 shares of Broadcom stock in a transaction on 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 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Hock E. Tan sold 70,000 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the completion of the transaction, the chief executive officer directly owned 132,836 shares of the company’s stock, valued at $46,133,942.80. This trade represents a 34.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 458,785 shares of company stock valued at $155,508,157. Corporate insiders own 1.90% of the company’s stock.

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.