Flow Traders U.S. LLC Has $2.72 Million Stock Position in Broadcom Inc. $AVGO

Flow Traders U.S. LLC lifted its holdings in Broadcom Inc. (NASDAQ:AVGO) by 406.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,255 shares of the semiconductor manufacturer’s stock after purchasing an additional 6,624 shares during the period. Flow Traders U.S. LLC’s holdings in Broadcom were worth $2,723,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Norges Bank acquired a new position in shares of Broadcom during the 2nd quarter valued at about $18,579,549,000. Vanguard Group Inc. raised its stake in shares of Broadcom by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock valued at $133,261,046,000 after acquiring an additional 6,222,802 shares in the last quarter. Edgewood Management LLC acquired a new stake in Broadcom in the 2nd quarter worth approximately $1,571,438,000. Arrowstreet Capital Limited Partnership boosted its position in Broadcom by 499.4% during the third quarter. Arrowstreet Capital Limited Partnership now owns 5,634,232 shares of the semiconductor manufacturer’s stock worth $1,858,789,000 after purchasing an additional 4,694,313 shares during the period. Finally, Massachusetts Financial Services Co. MA boosted its position in Broadcom by 115.5% during the second quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer’s stock worth $1,658,680,000 after purchasing an additional 3,224,739 shares during the period. 76.43% of the stock is currently owned by institutional investors.

Broadcom Stock Performance

AVGO opened at $324.92 on Tuesday. The stock’s 50 day simple moving average is $332.36 and its 200-day simple moving average is $345.10. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. The stock has a market cap of $1.54 trillion, a PE ratio of 63.46, a P/E/G ratio of 0.69 and a beta of 1.22. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61.

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

Broadcom Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms have recently commented on AVGO. Mizuho set a $480.00 price target on shares of Broadcom and gave the company an “outperform” rating in a research report on Friday, January 9th. Piper Sandler reiterated an “overweight” rating and issued a $430.00 target price (up from $375.00) on shares of Broadcom in a research note on Friday, December 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadcom in a report on Monday, December 29th. Robert W. Baird set a $420.00 target price on shares of Broadcom in a research report on Friday, December 12th. Finally, Wall Street Zen upgraded shares of Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $435.30.

Insider Buying and Selling at Broadcom

In other news, CEO Hock E. Tan sold 70,000 shares of Broadcom stock in a transaction dated 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 sale, the chief executive officer directly owned 132,836 shares in the company, valued at approximately $46,133,942.80. The trade was a 34.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the completion of the transaction, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at $96,428,573.34. This trade represents a 9.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 429,844 shares of company stock worth $145,624,987 in the last 90 days. 1.90% of the stock is currently owned by insiders.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Wall Street remains highly bullish — nearly all covering analysts rate AVGO Buy and median price targets sit well above the current level, supporting upside expectations. Read More.
• Positive Sentiment: Company fundamentals and guidance are backing the AI story: recent quarterly results beat estimates, Broadcom reported large AI revenue (reported ~$12B FY25) and guided substantial AI revenue for the quarter — commentary that validates continued demand from hyperscalers and AI custom chip builds. Read More.
• Positive Sentiment: Capital return activity is notable — Broadcom is stepping up buybacks, which can support the share price by reducing float and signaling management confidence. Read More.
• Positive Sentiment: Product and roadmap news: Broadcom announced availability of the Taurus™ BCM83640, reinforcing its competitive position in networking and AI infrastructure components. Product cadence helps underwrite medium‑term revenue growth. Read More.
• Neutral Sentiment: Political/investor-interest signal: multiple members of Congress disclosed buys of AVGO — a datapoint that can attract retail attention but is informational rather than a direct catalyst. Read More.
• Negative Sentiment: Institutional trimming: Ameriprise disclosed a ~6.6% reduction in its AVGO position, a small headwind that could add selling pressure if other large holders follow suit. Read More.

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.