Broadcom Inc. $AVGO is Canada Post Corp Registered Pension Plan’s 10th Largest Position

Canada Post Corp Registered Pension Plan increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 59.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 126,645 shares of the semiconductor manufacturer’s stock after buying an additional 47,195 shares during the period. Broadcom accounts for approximately 1.8% of Canada Post Corp Registered Pension Plan’s portfolio, making the stock its 10th biggest holding. Canada Post Corp Registered Pension Plan’s holdings in Broadcom were worth $41,527,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the business. JCIC Asset Management Inc. purchased a new stake in shares of Broadcom in the third quarter worth $31,000. Longfellow Investment Management Co. LLC purchased a new position in shares of Broadcom in the 2nd quarter worth about $27,000. Teachers Insurance & Annuity Association of America bought a new position in Broadcom in the 2nd quarter worth about $28,000. Manning & Napier Advisors LLC purchased a new stake in Broadcom during the 3rd quarter valued at about $34,000. Finally, LGT Financial Advisors LLC bought a new stake in Broadcom during the 2nd quarter valued at about $31,000. Institutional investors own 76.43% of the company’s stock.

Insider Transactions at Broadcom

In related news, CFO Kirsten M. Spears sold 30,000 shares of Broadcom stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the completion of the transaction, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Mark David Brazeal sold 30,000 shares of the company’s stock in a transaction dated 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 in the company, valued at $73,094,099.76. The trade was a 12.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 779,901 shares of company stock worth $284,069,237. 2.00% of the stock is currently owned by insiders.

Broadcom Trading Down 1.0%

AVGO stock opened at $340.44 on Wednesday. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The company has a market capitalization of $1.61 trillion, a price-to-earnings ratio of 71.52, a PEG ratio of 1.11 and a beta of 1.21. The business has a 50 day simple moving average of $346.93 and a two-hundred day simple moving average of $340.06.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The company had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same period in the prior year, the company earned $1.42 earnings per share. The firm’s revenue was up 28.2% on a year-over-year basis. Research analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

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

Analyst Upgrades and Downgrades

Several research firms recently issued reports on AVGO. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research report on Monday, December 29th. Sanford C. Bernstein restated an “outperform” rating and issued a $475.00 price target (up previously from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Oppenheimer increased their price objective on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. UBS Group set a $475.00 target price on Broadcom and gave the stock a “buy” rating in a research report on Monday, December 15th. Finally, Evercore upped their target price on shares of Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a research note on Wednesday, October 15th. Two research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $437.28.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Strong AI spending from big tech supports Broadcom’s revenue outlook and demand for data‑center and networking chips, a bullish catalyst for AVGO. Broadcom Gains As Big Tech Boosts AI Spending For 2026
• Positive Sentiment: Planned tariff exemptions for certain advanced semiconductors could reduce costs / supply friction for leading chip suppliers, potentially benefiting Broadcom’s end markets and margins. 6 Chip Stocks Set to Benefit Most From Big Tech Tariff Exemption
• Positive Sentiment: Analysts and industry pieces highlight Broadcom as a semiconductor beneficiary of ongoing AI and cloud infrastructure investment, reinforcing a favorable secular growth narrative. 3 Stocks to Buy From the Prospering Semiconductor Industry
• Neutral Sentiment: Broadcom has been a frequently searched/trending stock in financial media; increased attention can boost volatility but doesn’t itself change fundamentals. Broadcom Inc. (AVGO) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Market commentary calls tech stocks “noisy” and momentum‑driven today — this can produce short‑term swings in AVGO unrelated to long‑term fundamentals. ORCL, AVGO and MU Forecast – Technology Stocks Noisy and Looking for Momentum
• Neutral Sentiment: Comparisons and buy/hold debates (e.g., Broadcom vs. Meta) are driving analyst attention but offer mixed conclusions for investors depending on risk/time horizon. Broadcom or Meta Platforms? Which Is the Better Buy
• Negative Sentiment: A Forbes piece contrasts Micron’s faster growth trajectory with Broadcom’s, highlighting competitive growth concerns that can weigh on valuations if investors rotate to higher‑growth names. How Micron’s Growth Engine Beats Out Broadcom
• Negative Sentiment: Reported short‑interest data today appears to contain errors (zeros/NaN) and should not be taken as genuine positioning evidence; nevertheless, lighter intraday volume and recent strong gains make AVGO susceptible to short‑term profit‑taking. (Background trading/volume data provided by market feeds.)

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.