Titan Global Capital Management USA LLC Boosts Stock Holdings in Broadcom Inc. $AVGO

Titan Global Capital Management USA LLC lifted its position in Broadcom Inc. (NASDAQ:AVGO) by 3.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 57,572 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,724 shares during the period. Broadcom comprises about 2.7% of Titan Global Capital Management USA LLC’s portfolio, making the stock its 17th biggest holding. Titan Global Capital Management USA LLC’s holdings in Broadcom were worth $17,819,000 at the end of the most recent reporting period.

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

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom was singled out as a leading AI infrastructure stock, with analysts noting its strong AI bookings and long-dated customer commitments as advantages over smaller rivals. CBRS vs. AVGO: Which Stock Leads the AI Infrastructure Boom?
• Positive Sentiment: Coverage also pointed to Broadcom as one of the top networking semiconductor names to watch because AI data center demand is accelerating and driving interest in the group. 4 Networking Semiconductor Stocks to Watch in August 2026
• Positive Sentiment: Another piece argued that Broadcom’s AI trade remains intact after Alphabet’s strong earnings, supporting the broader market’s enthusiasm for AI infrastructure suppliers. The AI Trade Isn’t Slowing
• Positive Sentiment: Broadcom was also highlighted as a beneficiary of AI exposure plus dividend income, reinforcing its appeal to growth-and-income investors. These Stocks Offer AI Exposure and Dividend Payouts
• Neutral Sentiment: Several articles compared Broadcom’s year-to-date performance with other tech stocks and broader sector returns, but these were mostly performance updates rather than new catalysts. Are Computer and Technology Stocks Lagging Broadcom (AVGO) This Year?
• Neutral Sentiment: Commentary on Broadcom as a dividend ETF holding and on billionaire investor Philippe Laffont’s tech picks added some sentiment support, but did not point to a direct company-specific event. This Dividend ETF Choice Could Shape Your Income Strategy Through 2026
• Negative Sentiment: One note flagged insider selling at Broadcom, which may temper enthusiasm a bit after the stock’s strong run. Insider Moves Are Sending Mixed Signals Across the Tech Sector

Broadcom Trading Down 1.1%

Shares of Broadcom stock opened at $392.47 on Friday. The firm has a market capitalization of $1.87 trillion, a PE ratio of 65.41, a P/E/G ratio of 0.76 and a beta of 1.45. Broadcom Inc. has a twelve month low of $281.61 and a twelve month high of $495.00. The firm’s 50-day moving average price is $398.28 and its 200 day moving average price is $366.58. The company has a current ratio of 2.24, a quick ratio of 2.01 and a debt-to-equity ratio of 0.71.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.04. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The company had revenue of $22.19 billion for the quarter, compared to analysts’ expectations of $22.13 billion. During the same period in the previous year, the firm posted $1.58 EPS. Broadcom’s revenue was up 47.9% compared to the same quarter last year. On average, sell-side analysts predict that Broadcom Inc. will post 10.24 EPS for the current fiscal year.

Broadcom Announces Dividend

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

Analysts Set New Price Targets

A number of research firms recently weighed in on AVGO. Zacks Research cut Broadcom from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 21st. Citigroup reissued a “buy” rating on shares of Broadcom in a report on Thursday, June 4th. Seaport Research Partners restated a “neutral” rating on shares of Broadcom in a research report on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $515.00 target price (up from $430.00) on shares of Broadcom in a research note on Thursday, June 4th. Finally, Weiss Ratings raised shares of Broadcom from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Broadcom presently has a consensus rating of “Moderate Buy” and a consensus target price of $493.24.

Insider Transactions at Broadcom

In related news, Director Justine Page sold 1,602 shares of the stock in a transaction on Monday, June 29th. The stock was sold at an average price of $373.86, for a total value of $598,923.72. Following the completion of the transaction, the director directly owned 17,426 shares of the company’s stock, valued at approximately $6,514,884.36. This represents a 8.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Gayla J. Delly sold 1,890 shares of the firm’s stock in a transaction on Wednesday, July 8th. The shares were sold at an average price of $385.38, for a total value of $728,368.20. Following the completion of the transaction, the director owned 31,326 shares in the company, valued at $12,072,413.88. The trade was a 5.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 61,644 shares of company stock valued at $24,016,214. Insiders own 1.90% of the company’s stock.

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.