LVW Advisors LLC Trims Stock Holdings in Broadcom Inc. $AVGO

LVW Advisors LLC reduced its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 13.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 27,003 shares of the semiconductor manufacturer’s stock after selling 4,273 shares during the period. Broadcom comprises 0.9% of LVW Advisors LLC’s portfolio, making the stock its 23rd biggest position. LVW Advisors LLC’s holdings in Broadcom were worth $9,346,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Teachers Insurance & Annuity Association of America bought a new stake in shares of Broadcom during the second quarter worth $28,000. JCIC Asset Management Inc. bought a new position in shares of Broadcom in the third quarter worth about $31,000. Miller Global Investments LLC bought a new position in shares of Broadcom in the fourth quarter worth about $31,000. Manning & Napier Advisors LLC bought a new position in shares of Broadcom in the third quarter worth about $34,000. Finally, Evolution Wealth Management Inc. purchased a new position in Broadcom in the 2nd quarter worth about $36,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on the stock. Piper Sandler reissued an “overweight” rating and issued a $430.00 price objective (up from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Mizuho set a $480.00 target price on shares of Broadcom and gave the stock an “outperform” rating in a research report on Friday, January 9th. Citigroup lifted their price target on shares of Broadcom from $458.00 to $475.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $475.00 price target (up from $400.00) on shares of Broadcom in a report on Friday, December 12th. Finally, Bank of America dropped their price objective on Broadcom from $500.00 to $450.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $435.30.

Broadcom Stock Up 5.4%

Shares of Broadcom stock opened at $309.32 on Wednesday. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The stock has a market cap of $1.46 trillion, a price-to-earnings ratio of 60.41, a PEG ratio of 0.63 and a beta of 1.22. The firm’s 50-day moving average is $325.36 and its two-hundred day moving average is $343.92. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the previous year, the business posted $1.60 EPS. The company’s quarterly revenue was up 29.5% compared to the same quarter last year. As a group, research analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Announces Dividend

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

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Analysts See Large Upside — Several sell‑side calls and a consolidated “Strong Buy” view imply sizable upside (InsiderMonkey summarizes a consensus ~61% average price-target upside and notes individual Buy ratings such as BofA’s Vivek Arya). Analysts See 61% Upside to Broadcom Inc. (AVGO)
• Positive Sentiment: NVIDIA NVLink Ecosystem Benefit — Coverage of NVIDIA’s NVLink Fusion expansion highlights Broadcom as a potential beneficiary of expanded AI interconnect demand and ecosystem spending. That reinforces the AI revenue growth narrative. 5 Stocks That Win Big From NVIDIA’s NVLink Fusion AI Ecosystem Expansion
• Positive Sentiment: Outlook/Buy‑the‑Dip Coverage — Recent Motley Fool pieces profile Broadcom as a top AI growth play and favorable vs. peers, supporting demand from growth‑oriented investors. 2 Beaten-Down AI Stocks to Buy Before the Next Bull Market
• Neutral Sentiment: Investor Attention / Screeners — Zacks notes AVGO is showing up frequently in user searches and screeners (high ROE/defensive lists), which can increase trading volume but is not a directional driver by itself. Broadcom Inc. (AVGO) is Attracting Investor Attention
• Neutral Sentiment: High ROE / Defensive Mention — Zacks includes AVGO on a short list of high‑ROE names framed as defensive amid geopolitical risk; useful context for portfolio positioning. 5 Stocks With High ROE to Buy as Iran War Crisis Refuses to Abate
• Negative Sentiment: Gross‑Margin Compression — Zacks flags sequential gross‑margin declines as Broadcom’s revenue mix shifts toward AI‑driven products; margin deterioration could pressure near‑term profitability expectations. AVGO’s Gross Margin Contracts Sequentially
• Negative Sentiment: Large Insider Sale Filed — A recent SEC filing revealed what media called the largest Broadcom insider sale on record, which can spook investors even if not reflective of company fundamentals. Monster insider alert for Broadcom stock as AVGO crashes 5% in a week

Insider Activity at Broadcom

In other news, insider Charlie B. Kawwas sold 39,116 shares of Broadcom stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total value of $12,580,096.76. Following the transaction, the insider directly owned 74,626 shares in the company, valued at approximately $24,000,467.86. This trade represents a 34.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Kirsten M. Spears sold 36,292 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total value of $11,671,507.20. Following the completion of the transaction, the chief financial officer directly owned 327,760 shares of the company’s stock, valued at approximately $105,407,616. The trade was a 9.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 373,049 shares of company stock valued at $123,024,715 over the last 90 days. 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.