Broadcom Inc. $AVGO Position Boosted by Stanley Laman Group Ltd.

Stanley Laman Group Ltd. raised its holdings in Broadcom Inc. (NASDAQ:AVGO) by 132.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,385 shares of the semiconductor manufacturer’s stock after purchasing an additional 19,589 shares during the quarter. Broadcom accounts for 1.6% of Stanley Laman Group Ltd.’s investment portfolio, making the stock its 7th largest position. Stanley Laman Group Ltd.’s holdings in Broadcom were worth $11,344,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in AVGO. Sawyer & Company Inc raised its position in 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 acquiring an additional 36 shares during the period. Longfellow Investment Management Co. LLC purchased a new stake in shares of Broadcom during the 2nd quarter worth approximately $27,000. Legend Financial Advisors Inc. bought a new stake in shares of Broadcom in the 2nd quarter worth approximately $28,000. Teachers Insurance & Annuity Association of America purchased a new position in Broadcom in the second quarter valued at approximately $28,000. Finally, LGT Financial Advisors LLC bought a new position in Broadcom during the second quarter valued at $31,000. 76.43% of the stock is currently owned by institutional investors.

Broadcom Price Performance

AVGO stock opened at $332.48 on Friday. The firm has a 50 day simple moving average of $360.22 and a two-hundred day simple moving average of $329.83. The stock has a market cap of $1.58 trillion, a PE ratio of 69.85, a P/E/G ratio of 1.16 and a beta of 1.21. 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.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. The firm had revenue of $18.02 billion during the quarter, compared to analysts’ expectations of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The company’s revenue for the quarter was up 28.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.42 EPS. On average, analysts predict that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

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

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Quarterly results beat estimates and revenue growth provide a fundamental tailwind; strong margins and cash flow support the longer‑term story for AVGO. Record earnings and demand
• Positive Sentiment: Product/AI strategy: Broadcom launched a next‑gen Wi‑Fi 8 platform and APU aimed at AI-era connectivity, reinforcing its positioning in networking and AI infrastructure — a multi‑quarter revenue driver. Wi‑Fi 8 expands connectivity portfolio
• Neutral Sentiment: Analyst and editorial coverage remains mixed but constructive over a multi‑quarter view: several pieces highlight AVGO as an AI/infra compounder whose AI monetization may be more meaningful in H2 2026 — helpful for medium‑term estimates but not an immediate catalyst. Seeking Alpha valuation piece
• Negative Sentiment: Insider selling by senior management has spooked some investors: CEO Hock E. Tan sold 70,000 shares (~$24.3M) and director Mark Brazeal sold 30,000 shares (~$10.4M) on Jan. 6 — filings are public and the transactions have been cited in market coverage as a near‑term negative. CEO Form 4 Director Form 4
• Negative Sentiment: Near‑term guidance/margin concerns and valuation pressure after a large 2025 run have prompted selling in the short term; coverage and headlines are emphasizing the margin guidance softness as the primary driver of recent weakness. Why shares are falling

Wall Street Analyst Weigh In

AVGO has been the topic of a number of recent research reports. Mizuho upped their price target on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Macquarie began coverage on shares of Broadcom in a report on Monday, September 15th. They set an “outperform” rating and a $420.00 price objective on the stock. Morgan Stanley increased their target price on shares of Broadcom from $443.00 to $462.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Citigroup reissued a “buy” rating and issued a $480.00 price target (up previously from $415.00) on shares of Broadcom in a research report on Friday, December 12th. Finally, Wall Street Zen raised shares of Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Broadcom has a consensus rating of “Buy” and a consensus price target of $436.89.

Insider Activity at Broadcom

In other news, CEO Hock E. Tan sold 70,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the transaction, the chief executive officer directly owned 132,836 shares of the company’s stock, valued at approximately $46,133,942.80. The trade was a 34.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Kirsten M. Spears sold 30,000 shares of the business’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the transaction, the chief financial officer directly owned 277,237 shares in the company, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 780,701 shares of company stock worth $284,349,357 over the last ninety days. Insiders own 2.00% of the company’s stock.

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.