Silvant Capital Management LLC Increases Holdings in Broadcom Inc. $AVGO

Silvant Capital Management LLC lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 5.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 286,821 shares of the semiconductor manufacturer’s stock after acquiring an additional 13,787 shares during the period. Broadcom comprises about 3.3% of Silvant Capital Management LLC’s holdings, making the stock its 7th biggest position. Silvant Capital Management LLC’s holdings in Broadcom were worth $94,625,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Arthur M. Cohen & Associates LLC lifted its stake in shares of Broadcom by 0.6% in the 3rd quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock valued at $1,577,000 after acquiring an additional 30 shares during the last quarter. Jackson Hole Capital Partners LLC grew its position in shares of Broadcom by 1.4% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after buying an additional 30 shares during the last quarter. Private Wealth Partners LLC increased its stake in shares of Broadcom by 0.7% in the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after buying an additional 30 shares during the period. Planning Alternatives Ltd. ADV raised its position in shares of Broadcom by 1.4% during the third quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock worth $715,000 after acquiring an additional 30 shares during the last quarter. Finally, McHugh Group LLC raised its holdings in Broadcom by 0.4% during the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock worth $2,782,000 after purchasing an additional 31 shares during the last quarter. Institutional investors own 76.43% of the company’s stock.

Insider Activity

In other news, Director Harry L. You purchased 1,000 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was purchased at an average cost of $325.13 per share, with a total value of $325,130.00. Following the acquisition, the director directly owned 36,602 shares in the company, valued at approximately $11,900,408.26. This trade represents a 2.81% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Mark David Brazeal sold 30,000 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total transaction of $10,413,600.00. Following the transaction, the insider owned 210,573 shares of the company’s stock, valued at $73,094,099.76. This trade represents a 12.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 385,921 shares of company stock valued at $131,232,806. Corporate insiders own 1.90% of the company’s stock.

Broadcom Stock Down 1.1%

Broadcom stock opened at $321.31 on Wednesday. The firm has a 50 day simple moving average of $331.91 and a 200 day simple moving average of $345.27. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. The firm has a market capitalization of $1.52 trillion, a price-to-earnings ratio of 62.76, a P/E/G ratio of 0.70 and a beta of 1.22.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $19.10 billion. During the same period last year, the company earned $1.60 earnings per share. The business’s revenue for the quarter was up 29.5% on a year-over-year basis. On average, analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd will be given a dividend of $0.65 per share. The ex-dividend date is Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom’s dividend payout ratio is currently 50.78%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on AVGO. Truist Financial increased their price objective on shares of Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Benchmark reiterated a “buy” rating and set a $485.00 price objective on shares of Broadcom in a report on Thursday, March 5th. Morgan Stanley raised their price objective on Broadcom from $462.00 to $470.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. The Goldman Sachs Group reiterated a “buy” rating and set a $450.00 price target on shares of Broadcom in a report on Monday, January 5th. Finally, Citigroup boosted their price target on shares of Broadcom from $458.00 to $475.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. One investment 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 has a consensus rating of “Moderate Buy” and a consensus target price of $435.30.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Meta publicly confirms the MTIA partnership with Broadcom, validating Broadcom’s role as a supplier for Meta’s custom inference chips and supporting recurring design wins and long‑term inference demand. This reinforces Broadcom’s AI revenue narrative. META MTIA blog
• Positive Sentiment: Product roadmap and standards progress: Broadcom unveiled new 400G optical DSP, 102.4T switches and 3.5D XPU at OFC and is active in forming the 400G Optical MSA and the Optical Compute Interconnect consortium — moves that cement its position in AI datacenter networking and could support higher ASPs and share gains. Zacks: AVGO boosts AI growth Yahoo: Broadcom AI alliances
• Positive Sentiment: Analyst momentum and targets: multiple price‑target hikes and buy reiterations (including Rosenblatt raising its target and retaining Buy) are boosting the bullish case on AVGO’s AI growth potential. Analyst optimism can support near‑term demand from institutional buyers. InsiderMonkey: Rosenblatt lifts PT Blockonomi: five PT hikes
• Positive Sentiment: Buyback and capital return commentary: coverage notes Broadcom is stepping up buybacks — a supportive corporate action for EPS and shareholder returns that can underpin valuation during choppy trading. MarketBeat: buyback report
• Neutral Sentiment: Congressional purchases: multiple members disclosed buys of AVGO over the past 90 days — a signal that can attract attention but is lagged (45‑day disclosures) and not a definitive trading signal.
• Neutral Sentiment: Sector ripple effects: Broadcom’s earnings commentary helped lift specialty networking names (Credo, Astera), underscoring demand for datacenter connectivity, though these moves reflect ecosystem dynamics rather than direct AVGO revenue this quarter. MarketBeat: Credo/Astera
• Neutral Sentiment: Short interest data reported for March is inconsistent/garbled in the release and does not provide a clear signal on bearish positioning today.
• Negative Sentiment: Meta’s announcement omitted a GenAI training (Olympus) chip — reinforcing reports that Meta has slowed its training‑chip roadmap. That could delay a potential training‑chip revenue stream for Broadcom and push monetization further out. META MTIA blog
• Negative Sentiment: Contrarian views and downgrades: some commentary (e.g., a Seeking Alpha rethink/downgrade piece) highlights valuation, execution risk and investor sentiment as reasons to be cautious — such coverage can pressure the stock amid choppy trading. Seeking Alpha: rethink/downgrade

About Broadcom

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.