One Wealth Capital Management LLC Purchases 3,292 Shares of Broadcom Inc. $AVGO

One Wealth Capital Management LLC lifted its holdings in Broadcom Inc. (NASDAQ:AVGO) by 25.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 16,094 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,292 shares during the quarter. Broadcom accounts for approximately 2.4% of One Wealth Capital Management LLC’s investment portfolio, making the stock its 12th largest position. One Wealth Capital Management LLC’s holdings in Broadcom were worth $5,310,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Brighton Jones LLC lifted its stake in shares of Broadcom by 21.8% in the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after purchasing an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Broadcom by 10.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after buying an additional 756 shares during the period. United Bank lifted its position in Broadcom by 76.5% in the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after buying an additional 1,014 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Broadcom by 10.1% in the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after buying an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC boosted its stake in Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock worth $1,098,000 after buying an additional 378 shares during the period. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Insider Buying and Selling

In other news, CFO Kirsten M. Spears sold 30,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total value 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 approximately $96,428,573.34. This represents a 9.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Hock E. Tan sold 70,000 shares of the stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the transaction, the chief executive officer owned 132,836 shares in the company, valued at approximately $46,133,942.80. This represents a 34.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 779,101 shares of company stock valued at $283,804,325 over the last quarter. 2.00% of the stock is owned by company insiders.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Q1 results beat expectations: revenue $19.31B (+29.5% YoY) and adjusted EPS $2.05, with AI semiconductor sales more than doubling to $8.4B — the core driver cited on the call. This beat + margin stability reassured investors. Broadcom’s Blowout Quarter Just Made the Bears Look Foolish
• Positive Sentiment: Very strong forward guide: Broadcom guided Q2 revenue to about $22.0B (well above consensus) and expects AI semiconductor revenue to accelerate to ~$10.7B, signaling continued high single-digit/huge YoY growth in AI exposure. Broadcom forecasts second-quarter revenue above estimates
• Positive Sentiment: Management bullish on AI TAM: CEO Hock Tan said AI chip sales could be “significantly in excess of $100 billion” in 2027 and confirmed memory supply visibility through 2028 — a statement that supports multi-year demand assumptions. Broadcom stock rallies as CEO Tan makes strong case for why AI growth will last
• Positive Sentiment: $10B buyback announced and continued healthy cash flow — lowers share count risk and supports earnings per share. This is an explicit capital-return action that typically supports the share price. PR Newswire: Broadcom Q1 results & buyback
• Positive Sentiment: Analyst enthusiasm: multiple firms raised price targets and reiterated buy/overweight ratings after the print (examples: JPMorgan, Citigroup, Truist, Rosenblatt), signaling growing buy-side conviction. Benzinga (analyst note roundup)
• Neutral Sentiment: Product progress: Broadcom said it has begun shipping a 2nm custom compute SoC on its 3.5D XDSiP platform — positive for technology leadership but a longer-term revenue story. Broadcom Ships 3.5D Face-To-Face Compute SoC
• Neutral Sentiment: Market noise items (short-interest entries here appear to contain errors/zeros) and some analyst target dispersion — watch for churn in headlines but these are less likely to move the stock than the earnings/guidance. TipRanks earnings call recap
• Negative Sentiment: Policy risk: reports that U.S. export rules for AI chips could tighten introduce geopolitical/regulatory downside that could constrain sales outside the U.S. or complicate supply chains. This is an industry-level overhang that can pressure high-PE semiconductor names. New Export Rules Could Be Coming for AI Chipmakers’ Sales
• Negative Sentiment: Enterprise software softness: Broadcom’s infrastructure software (notably VMware-related) showed only ~1% YoY growth this quarter — a drag on overall growth and a reminder that not all segments are benefitting equally from AI momentum. WSJ: Broadcom’s AI Business Is Booming. The Rest Is Complicated.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on AVGO shares. Wall Street Zen upgraded shares of Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Truist Financial raised their price objective on shares of Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research note on Thursday. Mizuho set a $480.00 target price on Broadcom and gave the company an “outperform” rating in a research report on Friday, January 9th. Barclays reiterated an “overweight” rating and issued a $500.00 price target (up from $450.00) on shares of Broadcom in a report on Friday, December 12th. Finally, Royal Bank Of Canada decreased their price target on Broadcom from $370.00 to $340.00 and set a “sector perform” rating for the company in a research note on Monday. Two investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $435.03.

Broadcom Stock Up 4.9%

Shares of NASDAQ AVGO opened at $332.97 on Friday. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The firm has a market capitalization of $1.58 trillion, a price-to-earnings ratio of 65.03, a PEG ratio of 1.02 and a beta of 1.22. The stock has a 50 day moving average price of $334.17 and a 200 day moving average price of $342.61. 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) last issued its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, beating analysts’ consensus estimates of $2.03 by $0.02. Broadcom had a return on equity of 39.28% and a net margin of 36.57%.The business had revenue of $19.31 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same period in the previous year, the company posted $1.60 EPS. Broadcom’s revenue was up 29.5% on a year-over-year basis. Sell-side analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were paid a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. This is a boost from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s payout ratio is currently 50.78%.

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.