Siren L.L.C. Buys 8,000 Shares of Broadcom Inc. $AVGO

Siren L.L.C. lifted its position in Broadcom Inc. (NASDAQ:AVGO) by 114.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,000 shares of the semiconductor manufacturer’s stock after buying an additional 8,000 shares during the quarter. Siren L.L.C.’s holdings in Broadcom were worth $4,643,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in AVGO. ROSS JOHNSON & Associates LLC increased its stake in shares of Broadcom by 1,320.0% during the 4th quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 66 shares during the last quarter. Networth Advisors LLC grew its holdings in Broadcom by 546.2% during the first quarter. Networth Advisors LLC now owns 84 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 71 shares during the period. SWAN Capital LLC increased its position in Broadcom by 261.9% during the fourth quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 55 shares during the last quarter. Nvest Wealth Strategies Inc. bought a new stake in Broadcom in the fourth quarter valued at approximately $33,000. Finally, Family CFO Inc bought a new stake in Broadcom in the fourth quarter valued at approximately $35,000. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

AVGO has been the subject of several research analyst reports. Mizuho lifted their target price on Broadcom from $480.00 to $530.00 and gave the stock an “outperform” rating in a research note on Thursday, June 4th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $525.00 price objective on shares of Broadcom in a research report on Thursday, June 4th. Jefferies Financial Group set a $550.00 price objective on shares of Broadcom and gave the company a “buy” rating in a report on Thursday, June 4th. Zacks Research lowered shares of Broadcom from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 21st. Finally, Oppenheimer restated an “outperform” rating and set a $535.00 target price (up from $450.00) on shares of Broadcom in a research note on Thursday, June 4th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $493.24.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom continues to be viewed as one of the strongest AI infrastructure names, with articles highlighting durable AI bookings, customer commitments through 2028, and the company’s importance in data center networking. Article Title
• Positive Sentiment: Several bullish commentary pieces argue the recent AI pullback is a buying opportunity, with analysts and market writers saying Broadcom still has room to grow and should benefit from continued AI spending. Article Title
• Positive Sentiment: TSMC’s planned price increases could reinforce pricing power for leading AI chip suppliers like Broadcom, which may support margins and investor confidence if demand remains strong. Article Title
• Positive Sentiment: Institutional buying also offered a constructive signal, as Alecta Pensionsförsäkring reportedly boosted its Broadcom stake by 99,200 shares. Article Title
• Neutral Sentiment: Broadcom was mentioned in a broader semiconductor sector piece saying the group is consolidating after a strong 2026 rally, with concerns around valuation and leveraged positioning contributing to July weakness across the chip space. Article Title
• Neutral Sentiment: Broadcom was also included in general “high ROE” and dividend-focused articles, reinforcing its quality profile but not adding a major new catalyst. Article Title
• Negative Sentiment: One headline noted a “large increase” in short interest in Broadcom during July, but the reported figures showed zero shares short, so this appears to be a data anomaly rather than a meaningful bearish signal. Article Title

Insider Buying and Selling at Broadcom

In other Broadcom news, Director Justine Page sold 1,602 shares of the stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $373.86, for a total transaction of $598,923.72. Following the transaction, the director owned 17,426 shares in the company, valued at $6,514,884.36. This represents a 8.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Mark David Brazeal sold 25,000 shares of Broadcom stock in a transaction that occurred on Friday, July 10th. The shares were sold at an average price of $401.33, for a total transaction of $10,033,250.00. Following the completion of the sale, the insider owned 194,989 shares of the company’s stock, valued at approximately $78,254,935.37. The trade was a 11.36% 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 61,644 shares of company stock worth $24,016,214. 1.90% of the stock is currently owned by company insiders.

Broadcom Price Performance

AVGO stock opened at $381.92 on Monday. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.24 and a quick ratio of 2.01. The stock has a market capitalization of $1.82 trillion, a price-to-earnings ratio of 63.65, a PEG ratio of 0.73 and a beta of 1.45. The business’s fifty day moving average price is $397.42 and its two-hundred day moving average price is $366.85. Broadcom Inc. has a fifty-two week low of $281.61 and a fifty-two week high of $495.00.

Broadcom (NASDAQ:AVGO) last posted its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. The company had revenue of $22.19 billion during the quarter, compared to the consensus estimate of $22.13 billion. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The company’s revenue was up 47.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.58 earnings per share. On average, equities analysts anticipate that Broadcom Inc. will post 10.24 earnings per share for the current year.

Broadcom Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were paid a $0.65 dividend. The ex-dividend date was Monday, June 22nd. This represents a $2.60 annualized dividend and a yield of 0.7%. Broadcom’s payout ratio is 43.33%.

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.