Broadcom Inc. $AVGO is Handelsbanken Fonder AB’s 4th Largest Position

Posted by Latisha Jones on Feb 28th, 2026

Handelsbanken Fonder AB cut its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,825,949 shares of the semiconductor manufacturer’s stock after selling 99,182 shares during the period. Broadcom accounts for about 3.0% of Handelsbanken Fonder AB’s portfolio, making the stock its 4th largest position. Handelsbanken Fonder AB owned about 0.06% of Broadcom worth $932,309,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of AVGO. Andra AP fonden increased its stake in Broadcom by 26.5% during the 3rd quarter. Andra AP fonden now owns 163,257 shares of the semiconductor manufacturer’s stock valued at $53,860,000 after purchasing an additional 34,200 shares in the last quarter. Telligent Fund LP grew its holdings in shares of Broadcom by 20.0% during the third quarter. Telligent Fund LP now owns 24,000 shares of the semiconductor manufacturer’s stock valued at $7,918,000 after buying an additional 4,000 shares during the last quarter. IAG Wealth Partners LLC increased its position in shares of Broadcom by 38.7% in the 3rd quarter. IAG Wealth Partners LLC now owns 753 shares of the semiconductor manufacturer’s stock valued at $249,000 after acquiring an additional 210 shares during the period. Banco Santander S.A. raised its stake in Broadcom by 0.5% in the 3rd quarter. Banco Santander S.A. now owns 493,991 shares of the semiconductor manufacturer’s stock worth $162,973,000 after acquiring an additional 2,413 shares during the last quarter. Finally, R Squared Ltd purchased a new stake in Broadcom during the 3rd quarter valued at about $527,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Insiders Place Their Bets

In related news, insider Charlie B. Kawwas sold 1,928 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total value of $631,998.40. Following the completion of the sale, the insider owned 23,582 shares of the company’s stock, valued at approximately $7,730,179.60. The trade was a 7.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Harry L. You acquired 1,000 shares of Broadcom stock in a transaction on Thursday, December 18th. The shares were bought at an average price of $325.13 per share, with a total value of $325,130.00. Following the completion of the transaction, the director directly owned 36,602 shares of the company’s stock, valued at $11,900,408.26. This trade represents a 2.81% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders sold 779,101 shares of company stock valued at $283,804,325. 2.00% of the stock is owned by insiders.

Broadcom Stock Performance

Shares of NASDAQ AVGO opened at $319.55 on Friday. The company has a market capitalization of $1.52 trillion, a PE ratio of 67.13, a price-to-earnings-growth ratio of 1.03 and a beta of 1.21. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. The company’s fifty day moving average price is $336.34 and its 200 day moving average price is $342.31. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61.

Broadcom (NASDAQ:AVGO – Get Free Report) last issued its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The business had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter in the prior year, the firm posted $1.42 earnings per share. The company’s revenue was up 28.2% compared to the same quarter last year. On average, research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a $0.65 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This is an increase from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 annualized dividend and a yield of 0.8%. Broadcom’s dividend payout ratio is 54.62%.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Management says Broadcom expects to sell at least 1 million 3D‑stacked chips by 2027 — concrete volume target that supports future revenue growth tied to AI infrastructure. Exclusive: Broadcom expects to sell 1 million 3D stacked chips by 2027
Positive Sentiment: Broadcom unveiled a new 3D‑stacked/advanced chip and set a goal of 1M sales by 2027 — product roadmap and go‑to‑market cadence that can expand AI/5G TAM and justify premium margins. Broadcom Unveils New Chip, Aims for 1M Sales by 2027
Positive Sentiment: Company has begun shipping a 3.5D face‑to‑face compute SoC aimed at AI workloads — product commercialization progress reduces execution risk for the AI revenue narrative. Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution
Neutral Sentiment: Analyst comparisons with NVIDIA highlight relative strengths and tradeoffs (growth, debt, valuation); these pieces can influence positioning but don’t change Broadcom’s product momentum. NVIDIA vs. Broadcom: The Smarter AI Stock to Buy for March 2026
Neutral Sentiment: MarketBeat highlights Broadcom’s upcoming earnings as a near‑term catalyst — investors will watch revenue cadence and AI backlog details. MarketBeat Week in Review – 02/23 – 02/27
Negative Sentiment: Broadcom shares fell in the wake of NVIDIA’s blowout results as investors rotated into NVDA and took profits in other AI‑exposed chip names — short‑term selling pressure from sector re‑rating. Broadcom Falls After Nvidia Earnings, but Here’s Why Investors Should Still Buy
Negative Sentiment: Commentary and headlines point to “what’s driving weakness” in the stock — framing that can amplify selling during a tech‑to‑defensive rotation. What’s driving the weakness in Broadcom stock Thursday?
Negative Sentiment: Pre‑earnings caution: analysts warn a tech rotation or a mixed Q1 guide could trigger another short‑term selloff — risk to near‑term sentiment despite strong product news. Broadcom Q1 Preview: Tech Rotation Could Trigger Another Irrational Selloff
Negative Sentiment: Hedge fund MIG Capital trimmed its AVGO stake — a small institutional sell signal that can add to near‑term pressure. MIG Capital Trims Broadcom Inc. Stake by 18,461 Shares

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on AVGO shares. Robert W. Baird set a $420.00 price objective on 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. Oppenheimer lifted their price objective on shares of Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. KeyCorp reaffirmed an “overweight” rating and issued a $500.00 price objective (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. Finally, Mizuho set a $480.00 target price on shares of Broadcom and gave the company an “outperform” rating in a research report on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Broadcom presently has a consensus rating of “Buy” and an average price target of $433.13.

Read Our Latest Stock Analysis on Broadcom

About Broadcom

(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.