Broadcom Inc. $AVGO Stock: Maia Wealth LLC Raises Holdings

Maia Wealth LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 20.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,205 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,101 shares during the period. Broadcom accounts for 0.9% of Maia Wealth LLC’s holdings, making the stock its 27th largest position. Maia Wealth LLC’s holdings in Broadcom were worth $6,393,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the company. Fullerton Advisors LLC increased its stake in shares of Broadcom by 1.3% during the first quarter. Fullerton Advisors LLC now owns 1,989 shares of the semiconductor manufacturer’s stock worth $616,000 after purchasing an additional 25 shares during the period. NORTHSTAR ASSET MANAGEMENT Co lifted its holdings in Broadcom by 0.5% during the 1st quarter. NORTHSTAR ASSET MANAGEMENT Co now owns 5,350 shares of the semiconductor manufacturer’s stock worth $1,656,000 after purchasing an additional 25 shares during the last quarter. Yukon Wealth Management Inc. boosted its stake in Broadcom by 1.1% in the 1st quarter. Yukon Wealth Management Inc. now owns 2,501 shares of the semiconductor manufacturer’s stock valued at $774,000 after purchasing an additional 26 shares during the period. NerdWallet Wealth Partners LLC boosted its stake in Broadcom by 2.6% in the 2nd quarter. NerdWallet Wealth Partners LLC now owns 1,057 shares of the semiconductor manufacturer’s stock valued at $399,000 after purchasing an additional 27 shares during the period. Finally, Veery Capital LLC boosted its stake in Broadcom by 1.4% in the 2nd quarter. Veery Capital LLC now owns 1,900 shares of the semiconductor manufacturer’s stock valued at $718,000 after purchasing an additional 27 shares during the period. Institutional investors own 76.43% of the company’s stock.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched Arcot Scam Defense, a feature designed to help financial institutions block AI-enhanced social-engineering fraud in card-not-present transactions. The product could strengthen Broadcom’s infrastructure-software portfolio and create additional enterprise demand. Broadcom Launches Arcot Scam Defense to Block Social Engineering Fraud
• Positive Sentiment: Broadcom’s 10-year agreement with NTT DOCOMO to advance the telecommunications company’s private cloud using VMware Cloud Foundation reinforces the durability of its recurring software revenue and enterprise-cloud strategy. Broadcom to Advance NTT DOCOMO’s Private Cloud with VMware Cloud Foundation
• Positive Sentiment: Several analyses continue to highlight Broadcom as a leading beneficiary of custom AI-chip and networking demand. One report cited a 236% increase in AI-chip sales, while investors view its combination of custom silicon, AI networking and infrastructure software as a potential alternative to Nvidia. Broadcom Sees AI Chip Sales Up 236%
• Neutral Sentiment: Commentary comparing Broadcom with Apple and other semiconductor stocks presents AVGO as a long-term AI and infrastructure-software opportunity, but emphasizes that the investment case depends on sustained customer spending and execution. Apple vs. Broadcom: Which Tech Stock Is a Better Buy in 2026?
• Negative Sentiment: Semiconductor shares have pulled back amid interest-rate concerns, worries that AI infrastructure spending may be excessive, and broader warnings of a possible AI-stock bubble. Broadcom CEO Hock Tan’s comments comparing AI spending with a “casino” and warning about capital constraints have also unsettled some investors. Chip Stocks Have Pulled Back

Analyst Ratings Changes

A number of research analysts have commented on the company. Truist Financial decreased their price objective on Broadcom from $550.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday, September 3rd. Morgan Stanley reissued an “overweight” rating and set a $505.00 target price (up from $502.00) on shares of Broadcom in a report on Thursday, September 3rd. Raymond James Financial reissued an “outperform” rating and set a $475.00 target price (up from $450.00) on shares of Broadcom in a report on Thursday, September 3rd. TD Cowen reissued a “buy” rating and issued a $475.00 target price (down from $500.00) on shares of Broadcom in a research report on Thursday, September 3rd. Finally, Bank of America decreased their price target on shares of Broadcom from $530.00 to $460.00 and set a “buy” rating on the stock in a research note on Thursday, September 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $527.20.

Broadcom Stock Up 1.0%

Shares of AVGO opened at $337.80 on Thursday. The company has a current ratio of 2.50, a quick ratio of 2.29 and a debt-to-equity ratio of 0.57. Broadcom Inc. has a 12 month low of $289.96 and a 12 month high of $495.00. The firm’s 50 day moving average is $359.37 and its 200-day moving average is $384.63. The stock has a market capitalization of $1.61 trillion, a PE ratio of 43.14 and a beta of 1.46.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings results on Wednesday, September 2nd. The semiconductor manufacturer reported $3.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.22 by $0.10. The business had revenue of $29.59 billion during the quarter, compared to analysts’ expectations of $29.24 billion. Broadcom had a return on equity of 48.33% and a net margin of 42.94%. The firm’s revenue for the quarter was up 85.5% compared to the same quarter last year. During the same period in the previous year, the company posted $1.69 earnings per share. Equities research analysts forecast that Broadcom Inc. will post 10.37 EPS for the current year.

Broadcom Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Monday, September 21st were paid a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Monday, September 21st. Broadcom’s dividend payout ratio (DPR) is 33.21%.

About Broadcom

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software products. Its semiconductor solutions support data center, networking, broadband, wireless communications, storage, industrial and other electronic applications.

The company’s semiconductor portfolio includes networking and switching components, custom accelerators, connectivity and wireless devices, broadband equipment, optical products, storage controllers and related infrastructure technologies.