Roundview Capital LLC Raises Stake in Broadcom Inc. $AVGO

Posted by Trevor Kearing on Jun 1st, 2026

Roundview Capital LLC raised its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 17.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 17,609 shares of the semiconductor manufacturer’s stock after purchasing an additional 2,615 shares during the period. Roundview Capital LLC’s holdings in Broadcom were worth $6,094,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. M3 Wealth Management LLC purchased a new position in Broadcom during the fourth quarter valued at approximately $1,290,000. Malaga Cove Capital LLC lifted its holdings in Broadcom by 5.1% during the fourth quarter. Malaga Cove Capital LLC now owns 9,391 shares of the semiconductor manufacturer’s stock valued at $3,250,000 after purchasing an additional 459 shares in the last quarter. Integrity Advisory Solutions LLC lifted its holdings in Broadcom by 2.1% during the fourth quarter. Integrity Advisory Solutions LLC now owns 4,726 shares of the semiconductor manufacturer’s stock valued at $1,636,000 after purchasing an additional 99 shares in the last quarter. Collaborative Wealth Managment Inc. purchased a new position in Broadcom during the fourth quarter valued at approximately $653,000. Finally, Goepper Burkhardt LLC lifted its holdings in Broadcom by 42.1% during the fourth quarter. Goepper Burkhardt LLC now owns 2,342 shares of the semiconductor manufacturer’s stock valued at $811,000 after purchasing an additional 694 shares in the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Broadcom Price Performance

Broadcom stock opened at $446.77 on Monday. The company has a market cap of $2.12 trillion, a price-to-earnings ratio of 87.26, a PEG ratio of 0.92 and a beta of 1.41. The firm’s fifty day moving average is $383.52 and its 200 day moving average is $358.56. 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 Inc. has a 52-week low of $234.90 and a 52-week high of $448.90.

Broadcom (NASDAQ:AVGO – Get Free Report) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.03 by $0.02. The company had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. Broadcom’s revenue was up 29.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.60 earnings per share. Sell-side analysts forecast that Broadcom Inc. will post 9.91 EPS for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently declared 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 yield of 0.6%. Broadcom’s dividend payout ratio is presently 50.78%.

Insider Activity at Broadcom

In other Broadcom news, Director Gayla J. Delly sold 1,000 shares of the business’s stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $358.31, for a total transaction of $358,310.00. Following the transaction, the director owned 32,352 shares in the company, valued at $11,592,045.12. The trade was a 3.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Charlie B. Kawwas sold 10,000 shares of the business’s stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $345.23, for a total transaction of $3,452,300.00. Following the transaction, the insider owned 787,184 shares in the company, valued at $271,759,532.32. This trade represents a 1.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 324,282 shares of company stock valued at $106,425,249 over the last quarter. 1.90% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several brokerages have weighed in on AVGO. JPMorgan Chase & Co. lifted their price target on shares of Broadcom from $475.00 to $500.00 and gave the company an “overweight” rating in a report on Thursday, March 5th. UBS Group reaffirmed a “buy” rating and set a $490.00 price target (up from $475.00) on shares of Broadcom in a report on Monday, May 18th. Erste Group Bank downgraded shares of Broadcom from a “buy” rating to a “hold” rating in a report on Thursday, April 2nd. Susquehanna reissued a “positive” rating and issued a $490.00 target price (up from $450.00) on shares of Broadcom in a report on Thursday. Finally, Mizuho reissued an “outperform” rating and issued a $480.00 target price on shares of Broadcom in a report on Thursday, April 16th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, Broadcom has a consensus rating of “Moderate Buy” and an average target price of $454.55.

View Our Latest Stock Analysis on Broadcom

Key Stories Impacting Broadcom

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 Company Profile

(Free Report)

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.