Xponance Inc. Has $380.79 Million Stake in Broadcom Inc. $AVGO

Xponance Inc. cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 4.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,154,220 shares of the semiconductor manufacturer’s stock after selling 50,579 shares during the period. Broadcom comprises approximately 3.0% of Xponance Inc.’s investment portfolio, making the stock its 5th biggest position. Xponance Inc.’s holdings in Broadcom were worth $380,789,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Arthur M. Cohen & Associates LLC lifted its holdings in Broadcom by 0.6% during the 3rd quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock worth $1,577,000 after buying an additional 30 shares during the period. Jackson Hole Capital Partners LLC boosted its position in shares of Broadcom by 1.4% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after purchasing an additional 30 shares in the last quarter. Private Wealth Partners LLC boosted its position in shares of Broadcom by 0.7% during the 3rd quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after purchasing an additional 30 shares in the last quarter. McHugh Group LLC lifted its stake in Broadcom by 0.4% in the third quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock valued at $2,782,000 after buying an additional 31 shares during the period. Finally, Smith Thornton Advisors LLC increased its stake in shares of Broadcom by 1.4% in the 3rd quarter. Smith Thornton Advisors LLC now owns 2,313 shares of the semiconductor manufacturer’s stock valued at $763,000 after acquiring an additional 31 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom says it expects to sell at least 1 million 3D‑stacked AI chips by 2027 — management highlights stacked-design scale as a meaningful growth lever for its AI accelerator business, signaling material unit volume and revenue upside if adoption by datacenter customers ramps. Exclusive: Broadcom expects to sell 1 million 3D stacked chips by 2027
• Positive Sentiment: Product rollout: Broadcom has launched/started shipping advanced 3.5D face‑to‑face compute SoCs and the BroadPeak family (5G/AI-focused), which strengthens its competitive position in high‑performance AI silicon and telecom infrastructure markets. These product wins support upside to AI-related revenue forecasts. Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution
• Positive Sentiment: Analyst backing: TD Cowen adjusted Broadcom’s valuation while noting long‑term AI tailwinds — a signal that some sell‑side coverage is supportive of a higher long‑term multiple as AI revenue scales. TD Cowen Adjusts Broadcom (AVGO) Valuation, Highlights Long-Term AI Tailwinds
• Neutral Sentiment: Near‑term catalyst: Broadcom reports fiscal Q1 results on March 4 — expectations are elevated (Wall Street models EPS growth), so the print and guidance will likely drive the next directional move. Positioning ahead of the report explains some pre‑earnings volatility. Broadcom Inc. (AVGO) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Sector rotation after Nvidia: Nvidia’s blockbuster quarter drew capital into NVDA and related names, prompting profit‑taking in other AI/semiconductor stocks including Broadcom — a main reason for today’s weakness. Broadcom Falls After Nvidia Earnings, but Here’s Why Investors Should Still Buy
• Negative Sentiment: Rotation / sell‑off risk flagged by analysts: Commentaries warn a tech rotation or “irrational” sector selloff ahead of Broadcom’s quarter could pressure the stock even if fundamentals remain intact. Broadcom Q1 Preview: Tech Rotation Could Trigger Another Irrational Selloff
• Negative Sentiment: Minor fund selling: MIG Capital trimmed its Broadcom stake — a small institutional trim that can contribute to intraday pressure in a highly traded name. MIG Capital Trims Broadcom Inc. Stake by 18,461 Shares
• Negative Sentiment: Risk reminders: Coverage highlighting execution, valuation and competitive risks for AVGO (e.g., dependency on AI cycle timing and large customer dynamics) may be tempering investor enthusiasm despite product progress. What Are The Risks Threatening AVGO Stock’s Run?

Broadcom Price Performance

Shares of NASDAQ:AVGO opened at $321.70 on Friday. The company’s fifty day moving average price is $336.76 and its 200-day moving average price is $342.20. 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 firm has a market capitalization of $1.53 trillion, a price-to-earnings ratio of 67.58, a PEG ratio of 1.06 and a beta of 1.21. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings results 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. The business had revenue of $18.02 billion for 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 revenue for the quarter was up 28.2% on a year-over-year basis. During the same quarter last year, the business posted $1.42 earnings per share. On average, equities research analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

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

Insider Activity at Broadcom

In other Broadcom news, CFO Kirsten M. Spears sold 30,000 shares of the 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 completion of the sale, the chief financial officer owned 277,237 shares of the company’s stock, valued at $96,428,573.34. This represents a 9.76% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Hock E. Tan sold 70,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total value of $24,311,000.00. Following the transaction, the chief executive officer directly owned 132,836 shares of the company’s stock, valued at $46,133,942.80. The trade was a 34.51% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 779,101 shares of company stock worth $283,804,325 over the last ninety days. Insiders own 2.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on AVGO shares. KeyCorp reiterated an “overweight” rating and issued a $500.00 price target (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. Raymond James Financial set a $420.00 target price on shares of Broadcom and gave the company an “outperform” rating in a research note on Thursday, November 20th. JPMorgan Chase & Co. upped their price target on Broadcom from $400.00 to $475.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Mizuho set a $480.00 price objective on Broadcom and gave the stock an “outperform” rating in a report on Friday, January 9th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $475.00 target price (up from $400.00) on shares of Broadcom in a research note on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $433.13.

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.