Brevan Howard Capital Management LP Makes New $16.83 Million Investment in Broadcom Inc. $AVGO

Brevan Howard Capital Management LP bought a new stake in Broadcom Inc. (NASDAQ:AVGO) in the 3rd quarter, Holdings Channel reports. The institutional investor bought 51,013 shares of the semiconductor manufacturer’s stock, valued at approximately $16,830,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC bought a new position in Broadcom in the second quarter valued at approximately $27,000. Teachers Insurance & Annuity Association of America bought a new stake in Broadcom during the second quarter worth $28,000. New England Capital Financial Advisors LLC acquired a new stake in shares of Broadcom in the 2nd quarter valued at $31,000. JCIC Asset Management Inc. acquired a new stake in shares of Broadcom in the 3rd quarter valued at $31,000. Finally, Manning & Napier Advisors LLC bought a new position in shares of Broadcom in the 3rd quarter valued at $34,000. Institutional investors own 76.43% of the company’s stock.

Broadcom Stock Down 4.1%

NASDAQ:AVGO opened at $322.16 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 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The company has a market cap of $1.53 trillion, a PE ratio of 62.92, a P/E/G ratio of 0.69 and a beta of 1.22. The firm’s 50 day simple moving average is $332.73 and its 200 day simple moving average is $344.98.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.03 by $0.02. The firm had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The company’s revenue for the quarter was up 29.5% on a year-over-year basis. During the same quarter last year, the firm earned $1.60 earnings per share. On average, research analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Announces Dividend

The business also recently announced 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. This represents a $2.60 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Broadcom’s dividend payout ratio (DPR) is currently 50.78%.

Insider Buying and Selling

In other Broadcom news, insider Mark David Brazeal sold 38,281 shares of Broadcom stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $327.65, for a total transaction of $12,542,769.65. Following the transaction, the insider directly owned 266,494 shares of the company’s stock, valued at approximately $87,316,759.10. The trade was a 12.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Hock E. Tan sold 130,000 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $326.02, for a total value of $42,382,600.00. Following the completion of the sale, the chief executive officer owned 595,638 shares in the company, valued at $194,189,900.76. This trade represents a 17.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 457,985 shares of company stock valued at $155,218,645 in the last three months. Insiders own 1.90% of the company’s stock.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom says it is now shipping the world’s first 102.4 Tbps switch in production volume, reinforcing its leadership in high‑performance networking for AI datacenters and supporting long‑term revenue potential from AI infrastructure. Broadcom Now Shipping World’s First 102.4 Tbps Switch in Production Volume
• Positive Sentiment: Wall Street remains constructive: Morgan Stanley raised its price target (keeps Overweight) and MarketBeat notes fresh analyst upside estimates after a strong quarter — supportive for medium‑term upside. Morgan Stanley Raises PT on Broadcom, Keeps Overweight Rating
• Positive Sentiment: Broadcom projects very large AI opportunity (>$100B target for AI chip revenue in 2027) and multiple bullish writeups argue AI momentum will drive strong cash flow and share gains versus peers. These projections fuel the bullish fundamental case. Broadcom (AVGO) Rises on AI Chip Sales Forecasts for 2027
• Positive Sentiment: Company is actively repurchasing stock (recent big quarterly buyback and a new $10B authorization), signaling management confidence and providing demand support for the share price. Berkshire, Broadcom & Nucor Are Reving Their Buyback Engines
• Neutral Sentiment: Broadcom showcased an end‑to‑end AI infrastructure portfolio at OFC 2026 (XPUs, optics, PCIe, etc.), a marketing/technical win that supports product breadth but has unclear short‑term revenue impact. Broadcom Showcases Industry-Leading Solutions for Scaling AI Infrastructure at OFC 2026
• Neutral Sentiment: Reported short‑interest data in filings appears anomalous/unstable (zero‑share entries), so it is not a reliable explanation for intraday moves. Market data / short interest
• Negative Sentiment: Critical analysis warns there’s a “catch” to the $100B AI vision — competition (Nvidia), execution risk, timing and margin assumptions could make that target hard to realize quickly; such skepticism can prompt selling by investors expecting immediate payoff. There’s A Catch To Broadcom’s $100B AI Vision
• Negative Sentiment: Macro/market factors (recent tech rotation, geopolitical and commodity‑driven volatility) and valuation concerns (high P/E versus peers after the run‑up) are increasing near‑term downside pressure as investors trim positions. Broadcom’s AI Momentum Could Be Far From Over

Wall Street Analysts Forecast Growth

AVGO has been the topic of several research analyst reports. Bank of America reduced their price objective on Broadcom from $500.00 to $450.00 and set a “buy” rating on the stock in a research note on Thursday, March 5th. UBS Group set a $475.00 target price on shares of Broadcom and gave the stock a “buy” rating in a report on Monday, December 15th. KeyCorp restated an “overweight” rating and issued a $500.00 price target (up from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Wall Street Zen raised shares of Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $450.00 price objective on shares of Broadcom in a research report on Monday, January 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 stock. Based on data from MarketBeat.com, Broadcom presently has a consensus rating of “Moderate Buy” and an average price target of $435.30.

Broadcom Company 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.