Broadcom Inc. $AVGO is Haven Capital Group Inc.’s Largest Position

Haven Capital Group Inc. reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 5.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 74,781 shares of the semiconductor manufacturer’s stock after selling 4,592 shares during the quarter. Broadcom comprises 24.3% of Haven Capital Group Inc.’s investment portfolio, making the stock its biggest holding. Haven Capital Group Inc.’s holdings in Broadcom were worth $25,882,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Arrowstreet Capital Limited Partnership lifted its holdings in Broadcom by 499.4% in the third quarter. Arrowstreet Capital Limited Partnership now owns 5,634,232 shares of the semiconductor manufacturer’s stock valued at $1,858,789,000 after acquiring an additional 4,694,313 shares during the period. Nordea Investment Management AB grew its stake in shares of Broadcom by 47.5% during the 4th quarter. Nordea Investment Management AB now owns 9,814,757 shares of the semiconductor manufacturer’s stock worth $3,406,211,000 after purchasing an additional 3,160,586 shares during the period. Danske Bank A S acquired a new position in shares of Broadcom during the 3rd quarter worth $987,488,000. Massachusetts Financial Services Co. MA increased its holdings in shares of Broadcom by 41.6% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 8,520,644 shares of the semiconductor manufacturer’s stock valued at $2,811,046,000 after purchasing an additional 2,503,304 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV lifted its stake in shares of Broadcom by 212.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 1,016,048 shares of the semiconductor manufacturer’s stock valued at $332,714,000 after purchasing an additional 1,919,017 shares during the period. 76.43% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently commented on AVGO shares. Erste Group Bank downgraded shares of Broadcom from a “buy” rating to a “hold” rating in a report on Thursday. Piper Sandler reiterated an “overweight” rating and set a $430.00 price target (up from $375.00) on shares of Broadcom in a research report on Friday, December 12th. Sanford C. Bernstein reissued an “outperform” rating and set a $475.00 price target (up from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Royal Bank Of Canada lowered their price target on Broadcom from $370.00 to $340.00 and set a “sector perform” rating on the stock in a report on Monday, March 2nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Broadcom in a research note on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Broadcom has a consensus rating of “Moderate Buy” and a consensus price target of $435.30.

Insider Activity

In other news, insider Charlie B. Kawwas sold 39,116 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total value of $12,580,096.76. Following the sale, the insider directly owned 74,626 shares in the company, valued at $24,000,467.86. This represents a 34.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Kirsten M. Spears sold 36,292 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $11,671,507.20. Following the sale, the chief financial officer directly owned 327,760 shares in the company, valued at approximately $105,407,616. The trade was a 9.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 373,049 shares of company stock worth $123,024,715 in the last quarter. 1.90% of the stock is currently owned by corporate insiders.

Broadcom Stock Performance

NASDAQ:AVGO opened at $314.55 on Friday. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80. The company has a market capitalization of $1.49 trillion, a P/E ratio of 61.44, a price-to-earnings-growth ratio of 0.67 and a beta of 1.24. The firm has a 50-day moving average price of $324.84 and a two-hundred day moving average price of $343.50. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61.

Broadcom (NASDAQ:AVGO) last announced 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 company had revenue of $19.31 billion for 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% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.60 earnings per share. As a group, research analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Monday, March 23rd were paid a $0.65 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. Broadcom’s dividend payout ratio is presently 50.78%.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Large AI revenue gains and a five‑year, ~$970M U.S. defense software deal reinforce the company’s AI and software revenue runway, a key near‑term driver for investor optimism. What Broadcom (AVGO)’s AI Surge and US$970 Million DISA Deal Means For Shareholders
• Positive Sentiment: Broadcom named Alphabet executive Amie Thuener as its next CFO (effective June 12), a leadership move that markets typically view as stabilizing during a transition. Broadcom taps Alphabet executive Amie Thuener as next CFO (Reuters)
• Positive Sentiment: Prominent investors and many sell‑side analysts remain bullish (some price targets imply large upside), supporting demand for the stock despite recent volatility. Analysts See 61% Upside to Broadcom Inc. (AVGO)
• Neutral Sentiment: Broadcom continues to roll out new enterprise products (Symantec CBX) and is regularly featured in AI‑infrastructure comparisons vs. peers — positive for long‑term positioning but less likely to move the stock immediately. Broadcom Inc. (AVGO) Unveils Symantec CBX for Enterprise-Grade Network Security
• Neutral Sentiment: Media pieces and buy‑lists (e.g., Zacks, Motley Fool comparisons with NVDA/MRVL) keep AVGO in the spotlight; useful for flow but not an immediate catalyst on its own. 3 Must-Buy Profitable Stocks for April 2026 (MU, AVGO, NVDA)
• Negative Sentiment: Large insider selling by co‑founder Henry Samueli drew attention; sizable insider exits can spook investors even if they’re for personal liquidity. What Henry Samueli’s Record Broadcom Sale Signals For AVGO Shareholders
• Negative Sentiment: Erste Group downgraded AVGO from Buy to Hold, a rating move that can pressure sentiment among some institutional investors. Finviz: Quote / Analyst Actions
• Negative Sentiment: Geopolitical tensions (e.g., Iran conflict) have pressured chip stocks broadly by raising supply‑chain and demand risk, creating short‑term headwinds for AVGO alongside peers. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard.

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.