LSV Asset Management Buys 15,453 Shares of Broadcom Inc. $AVGO

Posted by Mark Dietrich on Feb 16th, 2026

LSV Asset Management raised its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7,575.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,657 shares of the semiconductor manufacturer’s stock after acquiring an additional 15,453 shares during the quarter. LSV Asset Management’s holdings in Broadcom were worth $5,165,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of AVGO. Assetmark Inc. boosted its stake in Broadcom by 2.4% in the second quarter. Assetmark Inc. now owns 1,703,487 shares of the semiconductor manufacturer’s stock worth $469,566,000 after buying an additional 39,466 shares in the last quarter. Capital Counsel LLC NY bought a new stake in shares of Broadcom in the 2nd quarter worth approximately $221,000. Waterloo Capital L.P. boosted its stake in shares of Broadcom by 7.0% in the 2nd quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock valued at $13,331,000 after purchasing an additional 3,180 shares in the last quarter. Providence First Trust Co boosted its stake in shares of Broadcom by 1,099.3% in the 3rd quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock valued at $2,944,000 after purchasing an additional 8,179 shares in the last quarter. Finally, RiverFront Investment Group LLC grew its holdings in shares of Broadcom by 107.6% during the 2nd quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock valued at $4,555,000 after purchasing an additional 8,566 shares during the last quarter. 76.43% of the stock is owned by institutional investors.

Broadcom Trading Down 1.8%

AVGO opened at $325.17 on Monday. Broadcom Inc. has a one year low of $138.10 and a one 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 business has a 50 day simple moving average of $343.88 and a two-hundred day simple moving average of $340.79. The firm has a market capitalization of $1.54 trillion, a price-to-earnings ratio of 68.31, a PEG ratio of 1.05 and a beta of 1.21.

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. The firm had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The business’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same period last year, the company earned $1.42 EPS. Analysts predict that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

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

Wall Street Analysts Forecast Growth

AVGO has been the subject of several recent research reports. Raymond James Financial set a $420.00 price target on shares of Broadcom and gave the stock an “outperform” rating in a research note on Thursday, November 20th. Mizuho set a $480.00 target price on Broadcom and gave the company an “outperform” rating in a research note on Friday, January 9th. Zacks Research upgraded Broadcom from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Oppenheimer lifted their price target on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research note on Friday, December 12th. Finally, Barclays reiterated an “overweight” rating and issued a $500.00 price objective (up previously from $450.00) on shares of Broadcom in a research report on Friday, December 12th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $433.87.

Get Our Latest Research Report on Broadcom

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Cathie Wood’s ARK filed a meaningful purchase (~87,148 shares), signaling institutional conviction in Broadcom’s exposure to AI infrastructure. Broadcom Inc. (AVGO) Draws ARK Investment Amid Positive AI Growth Outlook
Positive Sentiment: Mirova US LLC materially increased its Broadcom stake, adding another institutional buyer to demand-side flows. Mirova US LLC Boosts Broadcom Stake by 589,713 Shares
Positive Sentiment: Broadcom unveiled a Wi‑Fi 8 enterprise platform positioned for AI edge and enterprise networking — a product catalyst that could expand TAM for its networking chips. Broadcom Wi Fi 8 Launch Highlights AI Network Demand And Valuation Questions
Positive Sentiment: Analysts and commentary are bullish on upside linked to hyperscaler CapEx (Google, Meta) and the AI infrastructure cycle — Forbes lays out a bull case toward ~$450 if demand trajectory holds. Here’s How AVGO Stock Could Rise To $450
Neutral Sentiment: DA Davidson initiated coverage with a Neutral rating — a reminder that some sell-side views see limited near-term upside despite the AI backdrop. DA Davidson initiates coverage of Broadcom (AVGO) with neutral recommendation
Negative Sentiment: Coverage and market commentary around the Wi‑Fi 8 launch also flagged valuation concerns — investors are debating whether Broadcom’s premium multiple already prices in the AI upside. Broadcom Wi Fi 8 Launch Highlights AI Network Demand And Valuation Questions
Negative Sentiment: Some institutional managers trimmed positions (PRIMECAP, Randolph, SCS Capital reported cuts), creating localized selling pressure even as others added shares. PRIMECAP Management Co Cuts Broadcom Stake by 27,980 Shares

Insider Transactions at Broadcom

In other news, Director Harry L. You bought 1,000 shares of Broadcom stock in a transaction on Thursday, December 18th. The shares were purchased at an average price of $325.13 per share, for a total transaction of $325,130.00. Following the acquisition, the director owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. The trade was a 2.81% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction that occurred 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 directly owned 277,237 shares of the company’s stock, valued at $96,428,573.34. This represents a 9.76% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 779,101 shares of company stock worth $283,804,325. 2.00% of the stock is owned by corporate insiders.

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.