Broadcom Inc. $AVGO Holdings Lifted by Invesco Ltd.

Invesco Ltd. boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 1.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,149,651 shares of the semiconductor manufacturer’s stock after buying an additional 700,021 shares during the period. Broadcom makes up about 2.0% of Invesco Ltd.’s holdings, making the stock its 4th biggest position. Invesco Ltd. owned approximately 0.83% of Broadcom worth $12,915,861,000 at the end of the most recent quarter.

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

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom rolled out a 3nm 400G/lane optical PAM‑4 DSP (Taurus BCM83640), positioned for 1.6T transceivers and next‑gen AI networks — this strengthens Broadcom’s addressable market in datacenter optics and bandwidth-critical AI infrastructure. Broadcom Delivers Industry’s First 400G/lane Optical DSP for Next‑Generation AI Networks
• Positive Sentiment: Broadcom announced it is shipping the world’s first 102.4 Tbps switch (Tomahawk 6 family), a product aimed at scale‑out/scale‑up AI clusters — enhances competitive positioning vs. peers in hyperscale networking. Broadcom Now Shipping World’s First 102.4 Tbps Switch in Production Volume
• Positive Sentiment: Coverage highlights liquid‑cooled AI XPUs and 400G optics as drivers of a renewed bull case; media reports note these product wins helped lift sentiment and earlier intraday gains. Broadcom (AVGO) Is Up 7.6% After Liquid‑Cooled AI XPUs And 400G Optics Push Has The Bull Case Changed?
• Positive Sentiment: Analysts and commentators are bullish: Reuters/InsiderMonkey coverage of Broadcom forecasting >$100B in AI chip sales by 2027 has fueled upside expectations; RBC and other outlets have raised targets/ratings recently. Broadcom (AVGO) Rises on AI Chip Sales Forecasts for 2027
• Neutral Sentiment: Broadcom recognized channel/partner success (11:11 Systems named Broadcom VMware Cloud Service Provider Partner of the Year) — supportive for execution but not market-moving on its own. 11:11 Systems Named Broadcom VMware Cloud Service Provider Partner of the Year 2025
• Neutral Sentiment: Short‑interest reports in the feed show anomalous/zero values (NaN/0 shares) — the data appears unreliable and is not a meaningful driver of today’s trade. (No actionable link)
• Negative Sentiment: After a multi‑day rally on AI optimism, today’s pullback likely reflects short‑term profit‑taking and technical resistance — combined with a high forward valuation that may make traders quicker to trim positions.

Broadcom Stock Performance

AVGO stock opened at $335.97 on Friday. The firm has a 50 day moving average of $333.24 and a two-hundred day moving average of $344.15. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The company has a market capitalization of $1.59 trillion, a price-to-earnings ratio of 65.62, a P/E/G ratio of 0.78 and a beta of 1.22. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, beating analysts’ consensus estimates of $2.03 by $0.02. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The business had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same quarter last year, the firm earned $1.60 EPS. Broadcom’s revenue for the quarter was up 29.5% on a year-over-year basis. As a group, equities analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be issued a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Broadcom’s dividend payout ratio (DPR) is 50.78%.

Insider Buying and Selling

In related news, CFO Kirsten M. Spears sold 30,000 shares of the firm’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 value of $10,434,600.00. Following the transaction, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. This trade represents a 9.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Hock E. Tan sold 70,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total value of $24,311,000.00. Following the completion of the transaction, the chief executive officer directly owned 132,836 shares in the company, valued at $46,133,942.80. The trade was a 34.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 458,785 shares of company stock valued at $155,508,157. 1.90% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Mizuho set a $480.00 price objective on shares of Broadcom and gave the company an “outperform” rating in a research note on Friday, January 9th. Robert W. Baird set a $420.00 price target on shares of Broadcom in a report on Friday, December 12th. Bank of America dropped their price target on shares of Broadcom from $500.00 to $450.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. TD Cowen reiterated a “buy” rating on shares of Broadcom in a report on Friday, December 12th. Finally, Raymond James Financial set a $420.00 price objective on Broadcom and gave the company an “outperform” rating in a research report on Thursday, November 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $435.30.

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.