Nippon Life Global Investors Americas Inc. Grows Stake in Broadcom Inc. $AVGO

Nippon Life Global Investors Americas Inc. raised its holdings in Broadcom Inc. (NASDAQ:AVGO) by 9.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 331,100 shares of the semiconductor manufacturer’s stock after buying an additional 27,720 shares during the period. Broadcom comprises about 4.7% of Nippon Life Global Investors Americas Inc.’s holdings, making the stock its 5th largest position. Nippon Life Global Investors Americas Inc.’s holdings in Broadcom were worth $114,594,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in AVGO. Brighton Jones LLC lifted its stake in shares of Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after buying an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake 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 acquiring an additional 756 shares in the last quarter. United Bank lifted its stake in Broadcom by 76.5% during the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock valued at $392,000 after acquiring an additional 1,014 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Broadcom by 10.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock valued at $3,499,000 after acquiring an additional 1,160 shares in the last quarter. Finally, Capital & Planning LLC lifted its stake in Broadcom by 10.5% during the 2nd quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after acquiring an additional 378 shares in the last quarter. 76.43% of the stock is owned by institutional investors.

Analyst Ratings Changes

AVGO has been the topic of several recent analyst reports. Citigroup raised their price objective on Broadcom from $458.00 to $475.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Zacks Research upgraded Broadcom from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 2nd. DA Davidson upgraded Broadcom to a “hold” rating in a report on Friday, February 13th. Morgan Stanley lifted their price target on Broadcom from $462.00 to $470.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Finally, Mizuho reiterated an “outperform” rating and set a $480.00 price target on shares of Broadcom in a report on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $435.30.

Broadcom Stock Performance

NASDAQ AVGO opened at $427.38 on Wednesday. The company’s 50 day moving average is $349.25 and its 200-day moving average is $350.33. Broadcom Inc. has a 12-month low of $195.94 and a 12-month high of $433.39. 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 firm has a market cap of $2.02 trillion, a P/E ratio of 83.47, a price-to-earnings-growth ratio of 0.86 and a beta of 1.43.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, beating the consensus estimate of $2.03 by $0.02. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The firm had revenue of $19.31 billion for the quarter, compared to analysts’ expectations of $19.10 billion. During the same period in the prior year, the business posted $1.60 earnings per share. The company’s revenue was up 29.5% on a year-over-year basis. Sell-side analysts predict that Broadcom Inc. will post 9.95 earnings per share for the current year.

Broadcom Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd were paid a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Monday, March 23rd. Broadcom’s dividend payout ratio is currently 50.78%.

Insiders Place Their Bets

In other Broadcom news, insider Charlie B. Kawwas sold 39,116 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was 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 in the company, valued at $24,000,467.86. This represents a 34.39% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider S. Ram Velaga sold 38,841 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total value of $12,491,265.60. Following the completion of the transaction, the insider owned 96,147 shares in the company, valued at $30,920,875.20. This represents a 28.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 324,282 shares of company stock valued at $106,425,249 over the last 90 days. 1.90% of the stock is owned by insiders.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom announced VMware Cloud Foundation 9.1, positioning AVGO to capture more spend tied to production AI infrastructure (software + hardware stack synergy could improve enterprise contract value). Broadcom Announces VMware Cloud Foundation 9.1
• Positive Sentiment: Bernstein commentary that AI agent demand is “off the charts” supports upside for leading chip suppliers, a bullish demand signal that benefits Broadcom’s data-center and AI infrastructure businesses. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts’
• Positive Sentiment: Multiple outlets highlight Broadcom as an AI beneficiary (Zacks, Yahoo, Seeking Alpha), reinforcing positive sentiment and analyst interest that can lift the stock on flows and upgrades. Broadcom Inc. (AVGO) is an Incredible Growth Stock: 3 Reasons Why
• Neutral Sentiment: Sector and ETF momentum (strong gains in semiconductor/AI ETFs) is amplifying flows into leading chip names, which can lift AVGO even without company-specific catalysts. Up 160% in One Month, This AI ETF Can Still 5X
• Neutral Sentiment: Broadcom set its Q2 FY2026 earnings release date (June 3); the scheduled report keeps attention on upcoming guidance and could sustain trading volume. Broadcom Inc. to Announce Second Quarter Fiscal Year 2026 Financial Results on Wednesday, June 3, 2026
• Negative Sentiment: Recent coverage noted a prior intraday dip where AVGO fell more than the broader market — a reminder of volatility and that shares can swing on short-term profit-taking. Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today

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.