53,470 Shares in Broadcom Inc. $AVGO Acquired by Kepler Cheuvreux Suisse SA

Kepler Cheuvreux Suisse SA purchased a new position in Broadcom Inc. (NASDAQ:AVGO) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 53,470 shares of the semiconductor manufacturer’s stock, valued at approximately $17,638,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC grew its holdings in Broadcom by 21.8% in the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after acquiring an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC increased its position in shares of Broadcom by 10.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after acquiring an additional 756 shares during the period. United Bank raised its stake in shares of Broadcom by 76.5% during the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock valued at $392,000 after acquiring an additional 1,014 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Broadcom by 10.1% during the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock valued at $3,499,000 after acquiring an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC boosted its holdings in shares of Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock worth $1,098,000 after purchasing an additional 378 shares during the period. Institutional investors own 76.43% of the company’s stock.

Insider Buying and Selling

In other Broadcom news, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total value of $10,434,600.00. Following the completion of the transaction, the chief financial officer owned 277,237 shares in the company, valued at approximately $96,428,573.34. This represents a 9.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Charlie B. Kawwas sold 1,928 shares of the firm’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 transaction, the insider directly owned 23,582 shares of the company’s stock, valued at $7,730,179.60. This represents a 7.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 458,785 shares of company stock valued at $155,508,157 over the last 90 days. 1.90% of the stock is currently owned by company insiders.

Broadcom Stock Performance

Shares of AVGO opened at $342.58 on Wednesday. The company has a 50-day simple moving average of $333.53 and a two-hundred day simple moving average of $344.23. 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 firm has a market capitalization of $1.62 trillion, a PE ratio of 66.91, a price-to-earnings-growth ratio of 0.79 and a beta of 1.22. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61.

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

Broadcom Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors 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 payout ratio is currently 50.78%.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom said its visibility for 2027 “dramatically improved” and CEO Hock Tan guided to AI chip revenue north of $100 billion in 2027; Q1 beat and above-consensus Q2 revenue guidance reinforced that outlook. Analysts have lifted price targets and MarketBeat highlights upside from the updated forecasts. Broadcom’s Bullish Outlook: AVGO Eyes $100 Billion in AI Revenue
• Positive Sentiment: Seeking Alpha argues Broadcom is a “once-in-a-generation” AI infrastructure opportunity, reinforcing bullish investor narratives around durable competitive advantage in custom silicon. Broadcom: A Once In A Generation Opportunity That Won’t Last
• Positive Sentiment: Several analysts have raised price targets (one noted raise to $470), and MarketBeat’s consensus targets moved higher after the earnings, signaling sustained buy-side conviction. Broadcom Price Target Raised to $470.00
• Neutral Sentiment: Marvell’s strong earnings and upgraded guidance reinforce demand for custom AI silicon across hyperscalers — a sector tailwind that validates Broadcom’s TAM but also draws investor capital to faster-rising peers. This helps explain rotation into smaller, higher-momentum chip names. Marvell’s Big Earnings Win Could Be the Start of Something Bigger
• Neutral Sentiment: Banking/analyst screens (Zacks, Citi roundups) continue to list Broadcom among top AI/semiconductor picks — supportive longer-term but less likely to move the stock intraday. Broadcom Inc. (AVGO) is a Top-Ranked Growth Stock
• Neutral Sentiment: Reported spikes in short-interest data appear to be reporting anomalies (zeros/NaN); no clear short-squeeze dynamics are evident from the filings cited — so minimal direct impact. (data entries)
• Negative Sentiment: Macro/headline risk — commentary that very high oil prices could still dent market sentiment has been flagged as a potential drag on cyclical tech stocks, creating near-term downside risk even if Broadcom’s fundamentals remain intact. $150 Oil Won’t Hurt Broadcom’s Business, But It Could Still Hurt the Stock
• Negative Sentiment: Margin risk remains a watch item: memory/storage price inflation could pressure system-level gross margins even as Broadcom attempts to offset dilution via pricing power with large AI customers — the margin story bears monitoring for 2H/2026. Memory Price Hikes Could Pressure Margins

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Susquehanna reissued a “positive” rating and issued a $450.00 target price (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Deutsche Bank Aktiengesellschaft set a $430.00 price objective on Broadcom and gave the stock a “buy” rating in a report on Friday, December 12th. Rosenblatt Securities lifted their price objective on Broadcom from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. Truist Financial boosted their target price on Broadcom from $510.00 to $545.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Finally, Zacks Research downgraded Broadcom from a “strong-buy” rating to a “hold” rating in a report on Wednesday, March 4th. 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. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $435.30.

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.