MSH Capital Advisors LLC Grows Position in Broadcom Inc. $AVGO

MSH Capital Advisors LLC boosted its holdings in Broadcom Inc. (NASDAQ:AVGO) by 236.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,061 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,961 shares during the quarter. MSH Capital Advisors LLC’s holdings in Broadcom were worth $2,444,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of AVGO. Miller Global Investments LLC purchased a new position in shares of Broadcom in the fourth quarter valued at $31,000. Nvest Wealth Strategies Inc. purchased a new position in shares of Broadcom in the fourth quarter valued at $33,000. Family CFO Inc purchased a new position in shares of Broadcom in the fourth quarter valued at $35,000. PayPay Securities Corp increased its position in shares of Broadcom by 88.9% in the fourth quarter. PayPay Securities Corp now owns 119 shares of the semiconductor manufacturer’s stock valued at $41,000 after buying an additional 56 shares in the last quarter. Finally, Camelot Portfolios LLC purchased a new position in shares of Broadcom in the fourth quarter valued at $45,000. Hedge funds and other 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 continues to be highlighted as a key behind-the-scenes AI winner, with articles arguing its revenue and earnings could more than double between FY25 and FY27 as demand for AI infrastructure remains strong. Best AI Stocks to Buy in June and Hold Forever: AVGO
• Positive Sentiment: Broadcom was also named one of Claude AI’s top stock picks for 2026, reinforcing the market’s view that the company is a leading AI infrastructure play. Broadcom (AVGO) is Among Claude AI’s Top Stock Picks for 2026
• Positive Sentiment: Investor sentiment remains constructive after Broadcom unveiled new edge-AI networking silicon and a Samsung partnership for fixed wireless access, which could expand its footprint in next-gen connectivity. Broadcom’s BCM68850 Boosts AVGO’s Edge AI Push: More Upside Ahead?
• Positive Sentiment: Broadcom was featured in commentary from Jim Cramer and other market-watch articles emphasizing its custom chips for major hyperscalers and its strong long-term positioning in AI infrastructure. Jim Cramer Explains “Why We’ve Stuck With Broadcom”
• Neutral Sentiment: Several pieces noted that AVGO is one of the market’s most watched semiconductor names, with traders focusing on whether the recent rally can continue near resistance and ahead of upcoming earnings. Broadcom Inc. (AVGO) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: There was also some caution around the broader chip sector, with articles warning that the AI/silicon rally may be getting extended and could be vulnerable if growth expectations cool. What If Chip Stocks Aren’t in a Supercycle After All?
• Negative Sentiment: Discovery Capital Management disclosed a sale of 83,200 Broadcom shares, a modest headwind that could signal some profit-taking by a large holder. Discovery Capital Management pares Broadcom stake, sells 83,200 shares

Broadcom Stock Up 4.7%

AVGO opened at $446.77 on Friday. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80. The firm has a market cap of $2.12 trillion, a P/E ratio of 87.26, a PEG ratio of 0.88 and a beta of 1.43. Broadcom Inc. has a 52 week low of $234.90 and a 52 week high of $448.90. The business’s fifty day simple moving average is $383.52 and its 200 day simple moving average is $358.56.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, beating analysts’ consensus estimates of $2.03 by $0.02. The business had revenue of $19.31 billion for 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 business’s revenue for the quarter was up 29.5% compared to the same quarter last year. During the same quarter last year, the company earned $1.60 earnings per share. As a group, equities research analysts anticipate that Broadcom Inc. will post 9.91 EPS for the current fiscal year.

Broadcom Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Monday, March 23rd were paid a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.6%. Broadcom’s dividend payout ratio (DPR) is presently 50.78%.

Insider Buying and Selling at Broadcom

In related news, Director Justine Page sold 2,018 shares of the stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $353.00, for a total transaction of $712,354.00. Following the sale, the director owned 18,164 shares of the company’s stock, valued at $6,411,892. This trade represents a 10.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Gayla J. Delly sold 1,000 shares of the stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $358.31, for a total value of $358,310.00. Following the sale, the director directly owned 32,352 shares in the company, valued at approximately $11,592,045.12. The trade was a 3.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 324,282 shares of company stock valued at $106,425,249. 1.90% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on AVGO. Royal Bank Of Canada dropped their price target on Broadcom from $370.00 to $340.00 and set a “sector perform” rating for the company in a research report on Monday, March 2nd. Zacks Research cut Broadcom from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 21st. UBS Group restated a “buy” rating and issued a $490.00 price target (up from $475.00) on shares of Broadcom in a research report on Monday, May 18th. Seaport Research Partners restated a “neutral” rating on shares of Broadcom in a research report on Wednesday, April 8th. Finally, Wall Street Zen cut Broadcom from a “buy” rating to a “hold” rating in a research report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $454.55.

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.