Broadcom Inc. $AVGO Stock: Maia Wealth LLC Increases Holdings

Maia Wealth LLC boosted its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 20.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,205 shares of the semiconductor manufacturer’s stock after buying an additional 3,101 shares during the period. Broadcom makes up approximately 0.9% of Maia Wealth LLC’s investment portfolio, making the stock its 27th largest position. Maia Wealth LLC’s holdings in Broadcom were worth $6,393,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Tanager Wealth Management LLP lifted its position in shares of Broadcom by 44.1% during the 3rd quarter. Tanager Wealth Management LLP now owns 6,434 shares of the semiconductor manufacturer’s stock worth $2,260,000 after buying an additional 1,969 shares during the last quarter. Novem Group boosted its stake in Broadcom by 5.1% in the third quarter. Novem Group now owns 25,210 shares of the semiconductor manufacturer’s stock valued at $8,854,000 after buying an additional 1,232 shares in the last quarter. Sterling Investment Counsel LLC boosted its stake in Broadcom by 29.0% in the third quarter. Sterling Investment Counsel LLC now owns 8,792 shares of the semiconductor manufacturer’s stock valued at $3,088,000 after buying an additional 1,977 shares in the last quarter. Value Partners Investments Inc. grew its position in Broadcom by 7.6% in the third quarter. Value Partners Investments Inc. now owns 7,545 shares of the semiconductor manufacturer’s stock valued at $2,658,000 after acquiring an additional 534 shares during the last quarter. Finally, Clark Financial Services Group Inc. BD grew its position in Broadcom by 3.8% in the third quarter. Clark Financial Services Group Inc. BD now owns 4,544 shares of the semiconductor manufacturer’s stock valued at $1,596,000 after acquiring an additional 165 shares during the last quarter. 76.43% of the stock is owned by institutional investors.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched Arcot Scam Defense, a feature designed to help financial institutions block AI-enhanced social-engineering fraud in card-not-present transactions. The product could strengthen Broadcom’s infrastructure-software portfolio and create additional enterprise demand. Broadcom Launches Arcot Scam Defense to Block Social Engineering Fraud
• Positive Sentiment: Broadcom’s 10-year agreement with NTT DOCOMO to advance the telecommunications company’s private cloud using VMware Cloud Foundation reinforces the durability of its recurring software revenue and enterprise-cloud strategy. Broadcom to Advance NTT DOCOMO’s Private Cloud with VMware Cloud Foundation
• Positive Sentiment: Several analyses continue to highlight Broadcom as a leading beneficiary of custom AI-chip and networking demand. One report cited a 236% increase in AI-chip sales, while investors view its combination of custom silicon, AI networking and infrastructure software as a potential alternative to Nvidia. Broadcom Sees AI Chip Sales Up 236%
• Neutral Sentiment: Commentary comparing Broadcom with Apple and other semiconductor stocks presents AVGO as a long-term AI and infrastructure-software opportunity, but emphasizes that the investment case depends on sustained customer spending and execution. Apple vs. Broadcom: Which Tech Stock Is a Better Buy in 2026?
• Negative Sentiment: Semiconductor shares have pulled back amid interest-rate concerns, worries that AI infrastructure spending may be excessive, and broader warnings of a possible AI-stock bubble. Broadcom CEO Hock Tan’s comments comparing AI spending with a “casino” and warning about capital constraints have also unsettled some investors. Chip Stocks Have Pulled Back

Broadcom Trading Up 1.0%

NASDAQ AVGO opened at $337.80 on Thursday. The company has a quick ratio of 2.29, a current ratio of 2.50 and a debt-to-equity ratio of 0.57. Broadcom Inc. has a twelve month low of $289.96 and a twelve month high of $495.00. The company has a market cap of $1.61 trillion, a price-to-earnings ratio of 43.14 and a beta of 1.46. The business’s fifty day moving average is $359.37 and its 200 day moving average is $384.63.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data on Wednesday, September 2nd. The semiconductor manufacturer reported $3.32 earnings per share for the quarter, topping analysts’ consensus estimates of $3.22 by $0.10. Broadcom had a return on equity of 48.33% and a net margin of 42.94%. The business had revenue of $29.59 billion for the quarter, compared to analyst estimates of $29.24 billion. During the same quarter in the previous year, the company posted $1.69 EPS. Broadcom’s quarterly revenue was up 85.5% compared to the same quarter last year. As a group, sell-side analysts expect that Broadcom Inc. will post 10.37 EPS for the current fiscal year.

Broadcom Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st were paid a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, September 21st. Broadcom’s dividend payout ratio (DPR) is presently 33.21%.

Wall Street Analysts Forecast Growth

Several research analysts have commented on AVGO shares. Arete Research boosted their target price on Broadcom from $488.00 to $530.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Lake Street Capital raised shares of Broadcom to a “buy” rating in a report on Thursday, September 3rd. Sanford C. Bernstein restated a “buy” rating on shares of Broadcom in a research note on Monday, September 21st. Bank of America reduced their price target on shares of Broadcom from $530.00 to $460.00 and set a “buy” rating on the stock in a research note on Thursday, September 3rd. Finally, Wall Street Zen lowered shares of Broadcom from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 18th. One research analyst has rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $527.20.

Broadcom Profile

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software products. Its semiconductor solutions support data center, networking, broadband, wireless communications, storage, industrial and other electronic applications.

The company’s semiconductor portfolio includes networking and switching components, custom accelerators, connectivity and wireless devices, broadband equipment, optical products, storage controllers and related infrastructure technologies.