Broadcom Inc. $AVGO Stock Holdings Decreased by Haven Capital Group Inc.

Haven Capital Group Inc. cut its stake in Broadcom Inc. (NASDAQ:AVGO) by 5.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 74,781 shares of the semiconductor manufacturer’s stock after selling 4,592 shares during the period. Broadcom comprises about 24.3% of Haven Capital Group Inc.’s holdings, making the stock its largest holding. Haven Capital Group Inc.’s holdings in Broadcom were worth $25,882,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Providence First Trust Co lifted its stake in Broadcom by 1,099.3% in the third quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock worth $2,944,000 after acquiring an additional 8,179 shares during the last quarter. Whittier Trust Co. of Nevada Inc. increased its position in shares of Broadcom by 3.4% in the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 323,587 shares of the semiconductor manufacturer’s stock valued at $109,492,000 after purchasing an additional 10,786 shares during the last quarter. Lmcg Investments LLC raised its holdings in shares of Broadcom by 9.4% in the 3rd quarter. Lmcg Investments LLC now owns 38,961 shares of the semiconductor manufacturer’s stock valued at $12,854,000 after purchasing an additional 3,357 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Broadcom by 13.3% during the 2nd quarter. AQR Capital Management LLC now owns 3,877,709 shares of the semiconductor manufacturer’s stock worth $1,063,501,000 after purchasing an additional 455,851 shares during the last quarter. Finally, Wright Investors Service Inc. lifted its position in shares of Broadcom by 5.4% during the 3rd quarter. Wright Investors Service Inc. now owns 42,159 shares of the semiconductor manufacturer’s stock worth $13,909,000 after purchasing an additional 2,178 shares during the last quarter. 76.43% of the stock is owned by institutional investors and hedge funds.

Broadcom Stock Performance

Shares of AVGO stock opened at $314.55 on Friday. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The stock’s 50-day moving average price is $324.84 and its 200 day moving average price is $343.50. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80. The stock has a market capitalization of $1.49 trillion, a PE ratio of 61.44, a price-to-earnings-growth ratio of 0.67 and a beta of 1.24.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, topping analysts’ consensus estimates of $2.03 by $0.02. The company had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The firm’s revenue for the quarter was up 29.5% on a year-over-year basis. During the same period last year, the firm earned $1.60 EPS. As a group, equities research analysts forecast that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Monday, March 23rd were issued a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is currently 50.78%.

Analyst Ratings Changes

Several research firms recently commented on AVGO. Robert W. Baird set a $420.00 target price on Broadcom in a report on Friday, December 12th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $475.00 price target (up from $400.00) on shares of Broadcom in a report on Friday, December 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Broadcom in a research report on Monday, December 29th. Truist Financial increased their price objective on Broadcom from $510.00 to $545.00 and gave the company a “buy” rating in a report on Thursday, March 5th. Finally, Citigroup raised their target price on Broadcom from $458.00 to $475.00 and gave the stock a “buy” rating in a research report on Thursday, March 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $435.30.

Insider Transactions at Broadcom

In other Broadcom news, insider Charlie B. Kawwas sold 39,116 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total value of $12,580,096.76. Following the transaction, the insider directly owned 74,626 shares of the company’s stock, valued at approximately $24,000,467.86. The trade was a 34.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Hock E. Tan sold 70,000 shares of the company’s stock in a transaction on Tuesday, January 6th. The stock was 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 of the company’s stock, valued at approximately $46,133,942.80. The trade was a 34.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 373,049 shares of company stock worth $123,024,715 over the last quarter. 1.90% of the stock is currently owned by corporate insiders.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Large AI revenue gains and a five?year, ~$970M U.S. defense software deal reinforce the company’s AI and software revenue runway, a key near?term driver for investor optimism. What Broadcom (AVGO)’s AI Surge and US$970 Million DISA Deal Means For Shareholders
• Positive Sentiment: Broadcom named Alphabet executive Amie Thuener as its next CFO (effective June 12), a leadership move that markets typically view as stabilizing during a transition. Broadcom taps Alphabet executive Amie Thuener as next CFO (Reuters)
• Positive Sentiment: Prominent investors and many sell?side analysts remain bullish (some price targets imply large upside), supporting demand for the stock despite recent volatility. Analysts See 61% Upside to Broadcom Inc. (AVGO)
• Neutral Sentiment: Broadcom continues to roll out new enterprise products (Symantec CBX) and is regularly featured in AI?infrastructure comparisons vs. peers — positive for long?term positioning but less likely to move the stock immediately. Broadcom Inc. (AVGO) Unveils Symantec CBX for Enterprise-Grade Network Security
• Neutral Sentiment: Media pieces and buy?lists (e.g., Zacks, Motley Fool comparisons with NVDA/MRVL) keep AVGO in the spotlight; useful for flow but not an immediate catalyst on its own. 3 Must-Buy Profitable Stocks for April 2026 (MU, AVGO, NVDA)
• Negative Sentiment: Large insider selling by co?founder Henry Samueli drew attention; sizable insider exits can spook investors even if they’re for personal liquidity. What Henry Samueli’s Record Broadcom Sale Signals For AVGO Shareholders
• Negative Sentiment: Erste Group downgraded AVGO from Buy to Hold, a rating move that can pressure sentiment among some institutional investors. Finviz: Quote / Analyst Actions
• Negative Sentiment: Geopolitical tensions (e.g., Iran conflict) have pressured chip stocks broadly by raising supply?chain and demand risk, creating short?term headwinds for AVGO alongside peers. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard.

About Broadcom

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.