Broadcom Inc. $AVGO is United Asset Strategies Inc.’s 8th Largest Position

United Asset Strategies Inc. trimmed its position in Broadcom Inc. (NASDAQ:AVGO) by 33.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 75,758 shares of the semiconductor manufacturer’s stock after selling 37,746 shares during the quarter. Broadcom makes up approximately 2.0% of United Asset Strategies Inc.’s portfolio, making the stock its 8th biggest holding. United Asset Strategies Inc.’s holdings in Broadcom were worth $24,993,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of AVGO. Sawyer & Company Inc increased its holdings in shares of Broadcom by 62.1% in the second quarter. Sawyer & Company Inc now owns 94 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 36 shares during the period. Longfellow Investment Management Co. LLC purchased a new stake in shares of Broadcom in the 2nd quarter valued at about $27,000. Legend Financial Advisors Inc. bought a new stake in shares of Broadcom during the 2nd quarter valued at about $28,000. Teachers Insurance & Annuity Association of America purchased a new position in shares of Broadcom during the second quarter worth about $28,000. Finally, LGT Financial Advisors LLC bought a new position in shares of Broadcom in the second quarter worth approximately $31,000. 76.43% of the stock is currently owned by institutional investors.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Bernstein reiterated an Outperform on AVGO and says competition fears around Broadcom in AI are overblown, citing leadership in AI ASICs and execution — a bullish analyst view that supports upside. Bernstein Says AI Competition Fears Around Broadcom (AVGO) Are Overblown
• Positive Sentiment: Major banks (Mizuho, Goldman, BofA) named Broadcom a top chip pick for 2026 and raised price targets (range roughly $450–$500), highlighting very strong gross margins and the potential for a >$2T market cap — heavy institutional endorsement that attracts buying. Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks
• Positive Sentiment: Analysts flag an AI-driven supply/demand imbalance and custom silicon upside as hyperscaler capex and memory tightness accelerate — a setup that benefits Broadcom’s ASIC/custom-chip franchises and pricing power. Broadcom, Marvell In Focus As Semiconductor Analyst Flags AI-Driven Supply Crunch
• Positive Sentiment: Product news from CES — new Wi‑Fi 8 chipsets and an accelerated processing unit — refreshes the networking/wireless roadmap and supports non-GPU revenue diversification. Broadcom Inc. (AVGO) Launches new Wi-Fi Products at CES 2026
• Neutral Sentiment: Coverage pieces and buy-the-dip commentary (Seeking Alpha, 24/7 Wall St., The Motley Fool-style lists) reiterate bullish narratives for growth/AI exposure but are opinion-driven — supportive but not new fundamental data. Broadcom: Buy The Dip Or Regret It Forever Best Growth Stocks to Buy in 2026
• Neutral Sentiment: Zacks and other market summaries note recent intraday/near-term gains — confirms the price move but adds little incremental fundamental information. Broadcom Inc. (AVGO) Rises Higher Than Market: Key Facts
• Negative Sentiment: Lingering investor concern about a margin warning from the Dec. 11 earnings release remains a potential downside catalyst — analysts and investors will watch upcoming margin commentary and software mix closely. Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks

Insider Activity at Broadcom

In other news, insider Charlie B. Kawwas sold 1,928 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total transaction of $631,998.40. Following the completion of the sale, the insider directly owned 23,582 shares in the company, valued at approximately $7,730,179.60. This represents a 7.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Mark David Brazeal sold 30,000 shares of the business’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total value of $10,413,600.00. Following the transaction, the insider owned 210,573 shares in the company, valued at approximately $73,094,099.76. This represents a 12.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 779,901 shares of company stock valued at $284,069,237 in the last quarter. 2.00% of the stock is currently owned by company insiders.

Broadcom Price Performance

AVGO opened at $354.61 on Wednesday. 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 stock’s 50 day simple moving average is $359.57 and its 200 day simple moving average is $332.57. The firm has a market cap of $1.68 trillion, a price-to-earnings ratio of 74.50, a PEG ratio of 1.19 and a beta of 1.21. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share 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 firm had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the prior year, the firm posted $1.42 earnings per share. The business’s quarterly revenue was up 28.2% compared to the same quarter last year. As a group, analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s payout ratio is currently 54.62%.

Analysts Set New Price Targets

AVGO has been the subject of a number of research reports. Robert W. Baird set a $420.00 price target on shares of Broadcom in a research note on Friday, December 12th. Citigroup reiterated a “buy” rating and issued a $480.00 target price (up from $415.00) on shares of Broadcom in a research report on Friday, December 12th. UBS Group set a $475.00 price target on Broadcom and gave the stock a “buy” rating in a research note on Monday, December 15th. Mizuho set a $480.00 price objective on Broadcom and gave the company an “outperform” rating in a research report on Friday. Finally, Barclays reissued an “overweight” rating and set a $500.00 price objective (up from $450.00) on shares of Broadcom in a report on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $438.00.

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.