Marest Capital LLC Buys Shares of 1,884 Broadcom Inc. $AVGO

Posted by Lindsey Winhoffer on Feb 13th, 2026

Marest Capital LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 1,884 shares of the semiconductor manufacturer’s stock, valued at approximately $622,000. Broadcom makes up approximately 0.4% of Marest Capital LLC’s investment portfolio, making the stock its 15th biggest holding.

A number of other large investors have also made changes to their positions in AVGO. Longfellow Investment Management Co. LLC purchased a new stake in shares of Broadcom during the 2nd quarter valued at about $27,000. Teachers Insurance & Annuity Association of America acquired a new position in Broadcom during the 2nd quarter valued at approximately $28,000. LGT Financial Advisors LLC bought a new position in shares of Broadcom during the second quarter worth about $31,000. New England Capital Financial Advisors LLC acquired a new stake in shares of Broadcom in the second quarter valued at approximately $31,000. Finally, JCIC Asset Management Inc. bought a new stake in shares of Broadcom during the third quarter valued at approximately $31,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Insider Activity

In other news, Director Harry L. You bought 1,000 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was bought at an average cost of $325.13 per share, for a total transaction of $325,130.00. Following the completion of the acquisition, the director directly owned 36,602 shares in the company, valued at $11,900,408.26. This represents a 2.81% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Charlie B. Kawwas sold 1,928 shares of Broadcom stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total transaction of $631,998.40. Following the completion of the transaction, the insider directly owned 23,582 shares in the company, valued at approximately $7,730,179.60. This trade represents a 7.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 779,101 shares of company stock worth $283,804,325. 2.00% of the stock is owned by company insiders.

Broadcom Trading Down 3.4%

Broadcom stock opened at $331.17 on Friday. The firm has a market cap of $1.57 trillion, a price-to-earnings ratio of 69.57, a price-to-earnings-growth ratio of 1.11 and a beta of 1.21. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The firm’s 50 day moving average price is $345.18 and its two-hundred day moving average price is $340.01. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71.

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

Broadcom Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a yield of 0.8%. The ex-dividend date was Monday, December 22nd. This is a boost from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is presently 54.62%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on AVGO. Raymond James Financial set a $420.00 price objective on Broadcom and gave the stock an “outperform” rating in a report on Thursday, November 20th. Piper Sandler restated an “overweight” rating and set a $430.00 price objective (up from $375.00) on shares of Broadcom in a research note on Friday, December 12th. JPMorgan Chase & Co. upped their price objective on shares of Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. KeyCorp reissued an “overweight” rating and set a $500.00 target price (up previously from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Finally, Citigroup reissued a “buy” rating on shares of Broadcom in a report on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $433.87.

Get Our Latest Stock Analysis on Broadcom

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Broadcom launched a Wi‑Fi 8 enterprise platform positioning the company to sell AI‑optimized networking into enterprises — a product roadmap win that supports longer‑term AI revenue growth. Broadcom Targets AI Edge With New Wi Fi 8 Enterprise Platform
Positive Sentiment: Analysts (including UBS coverage cited in recent pieces) remain bullish on Broadcom’s AI momentum and strong server demand, which underpins upside to networking and infrastructure‑software revenue. UBS Remains Bullish on Broadcom
Positive Sentiment: Features in outlets (Barron’s, industry write‑ups) highlight Broadcom as a credible competitor to Nvidia in certain AI‑chip and networking segments — a narrative that supports premium multiple expectations if Broadcom converts design wins. Nvidia and Broadcom’s AI Chips Will Go Head-to-Head
Neutral Sentiment: Broadcom is a top holding in dividend/quality ETFs (e.g., VIG), which provides steady institutional demand but also ties AVGO performance to broader ETF flows. VIG/SCHD ETF coverage mentioning AVGO
Neutral Sentiment: Multiple investor letters and fund commentary (Baron, SGA strategy pieces) note Broadcom as a core AI/infrastructure holding — supportive long‑term, but these are high‑level endorsements rather than immediate catalysts. SGA U.S. Large Cap Growth Strategy Bets on Broadcom
Negative Sentiment: Several institutional managers have trimmed Broadcom positions recently (Morningstar Investment Management, Intermede, SCS Capital), and at least one manager boosted exposure — the net of these trades can drive near‑term volatility and signal some profit‑taking. Morningstar Investment Management Cuts Broadcom Inc. Stake Sharply SCS Capital Cuts Broadcom Stake Suncoast Equity Boosts Broadcom Stake
Negative Sentiment: Technical/valuation caution: commentary flagged a “risky pattern” despite strong tailwinds, a storyline that can trigger short‑term selling from momentum/quant strategies. Broadcom stock: risky pattern emerges despite solid tailwinds
Negative Sentiment: Short‑interest reports in the feed show anomalous data (0 shares / NaN changes) but headlines about rising short interest — even if erroneous — can spook momentum traders; treat these data as unreliable until cleared. Short interest data notices (internal feed)

Broadcom Company Profile

(Free Report)

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.