Wilmington Savings Fund Society FSB Acquires 6,680 Shares of Broadcom Inc. $AVGO

Wilmington Savings Fund Society FSB increased its holdings in Broadcom Inc. (NASDAQ:AVGO) by 9.0% during the third quarter, HoldingsChannel reports. The fund owned 80,845 shares of the semiconductor manufacturer’s stock after acquiring an additional 6,680 shares during the quarter. Wilmington Savings Fund Society FSB’s holdings in Broadcom were worth $26,672,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in AVGO. Longfellow Investment Management Co. LLC purchased a new position in shares of Broadcom during the second quarter valued at approximately $27,000. Legend Financial Advisors Inc. bought a new position in Broadcom during the 2nd quarter valued at $28,000. Teachers Insurance & Annuity Association of America purchased a new position in Broadcom during the 2nd quarter worth $28,000. Manning & Napier Advisors LLC bought a new stake in shares of Broadcom in the 3rd quarter worth $34,000. Finally, LGT Financial Advisors LLC purchased a new stake in shares of Broadcom in the second quarter valued at about $31,000. Institutional investors own 76.43% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Citi names Broadcom a top pick into earnings and reiterates bullishness, backing a high target (reported $480 PT), supporting upside expectations tied to accelerating AI sales. Citi Bullish on Broadcom
• Positive Sentiment: Market signals from TSMC and Meta point to sustained AI-accelerator demand (TSMC guidance + Meta’s data‑center/“Meta Compute” push), implying continued orders for Broadcom’s custom chips and networking gear. (MarketBeat coverage)
• Positive Sentiment: Multiple analysts (Wells Fargo, Mizuho, Oppenheimer, Bernstein and others) have turned or remained bullish recently, keeping above-consensus price targets and reinforcing demand expectations from AI and VMware integration. Wells Fargo Bullish on Broadcom
• Neutral Sentiment: Valuation discussions are prominent: several pieces assess whether AVGO is fairly priced after rapid multi‑year gains — supportive for long‑term thesis but reminding investors about premium multiples vs. cyclic risk. Is Broadcom Still Reasonably Priced?
• Neutral Sentiment: Analyst debate and stock comparisons to Nvidia (momentum questions) leave room for rotation within AI winners — some investors may prefer NVDA or other names in the short term. NVDA vs Broadcom Comparison
• Negative Sentiment: RBC initiated coverage at Sector Perform, flagging margin and valuation risks despite AI upside — a formal caution that may pressure near‑term sentiment. RBC Initiates at Sector Perform
• Negative Sentiment: Heightened investor chatter notes significant insider selling and geopolitical/margin concerns tied to AI infrastructure — QuiverQuant highlights heavy insider sales and mixed social‑media sentiment, which can sap confidence. QuiverQuant Discussion

Insider Buying and Selling at Broadcom

In other news, insider Mark David Brazeal sold 38,281 shares of Broadcom stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $327.65, for a total value of $12,542,769.65. Following the transaction, the insider owned 266,494 shares in the company, valued at approximately $87,316,759.10. The trade was a 12.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Henry Samueli sold 320,316 shares of Broadcom stock in a transaction on Monday, December 8th. The stock was sold at an average price of $400.53, for a total transaction of $128,296,167.48. Following the completion of the transaction, the director directly owned 37,326,540 shares in the company, valued at approximately $14,950,399,066.20. The trade was a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 779,901 shares of company stock worth $284,069,237 in the last 90 days. 2.00% of the stock is owned by company insiders.

Broadcom Stock Performance

NASDAQ AVGO opened at $332.60 on Wednesday. The company’s 50 day simple moving average is $358.46 and its two-hundred day simple moving average is $335.10. The stock has a market capitalization of $1.58 trillion, a PE ratio of 69.87, a P/E/G ratio of 1.17 and a beta of 1.21. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.87 by $0.08. The company had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm’s quarterly revenue was up 28.2% on a year-over-year basis. During the same quarter last year, the company earned $1.42 earnings per share. Analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.65 dividend. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio is currently 54.62%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on AVGO shares. Raymond James Financial set a $420.00 price target on shares of Broadcom and gave the stock an “outperform” rating in a report on Thursday, November 20th. Royal Bank Of Canada assumed coverage on Broadcom in a research report on Wednesday, January 14th. They issued a “sector perform” rating and a $370.00 price objective on the stock. TD Cowen lifted their target price on Broadcom from $405.00 to $450.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. UBS Group set a $475.00 price objective on shares of Broadcom and gave the stock a “buy” rating in a report on Monday, December 15th. Finally, KeyCorp reiterated an “overweight” rating and issued a $500.00 target price (up from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Broadcom currently has a consensus rating of “Buy” and an average target price of $438.61.

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.