1,071,271 Shares in Broadcom Inc. $AVGO Purchased by Tredje AP fonden

Posted by Francis Steltz on May 25th, 2026

Tredje AP fonden bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 1,071,271 shares of the semiconductor manufacturer’s stock, valued at approximately $370,767,000. Broadcom comprises about 2.8% of Tredje AP fonden’s investment portfolio, making the stock its 6th largest holding.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Handelsbanken Fonder AB boosted its holdings in shares of Broadcom by 1.4% during the 4th quarter. Handelsbanken Fonder AB now owns 2,866,858 shares of the semiconductor manufacturer’s stock worth $992,220,000 after purchasing an additional 40,909 shares during the last quarter. AMF Tjanstepension AB boosted its holdings in shares of Broadcom by 0.6% during the 4th quarter. AMF Tjanstepension AB now owns 815,387 shares of the semiconductor manufacturer’s stock worth $282,205,000 after purchasing an additional 4,486 shares during the last quarter. Paul R. Ried Financial Group LLC acquired a new position in shares of Broadcom during the 4th quarter worth approximately $211,000. Stolz & Associates PS acquired a new position in shares of Broadcom during the 4th quarter worth approximately $238,000. Finally, Hartford Funds Management Co LLC boosted its holdings in shares of Broadcom by 58.8% during the 4th quarter. Hartford Funds Management Co LLC now owns 14,706 shares of the semiconductor manufacturer’s stock worth $5,091,000 after purchasing an additional 5,444 shares during the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Broadcom

In other news, insider S. Ram Velaga sold 8,000 shares of the company’s stock in a transaction on Friday, April 10th. The stock was sold at an average price of $370.52, for a total transaction of $2,964,160.00. Following the sale, the insider owned 57,932 shares of the company’s stock, valued at approximately $21,464,964.64. This represents a 12.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Charlie B. Kawwas sold 10,000 shares of the company’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $345.23, for a total value of $3,452,300.00. Following the sale, the insider directly owned 787,184 shares in the company, valued at $271,759,532.32. This represents a 1.25% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 324,282 shares of company stock valued at $106,425,249. Insiders own 1.90% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Broadcom’s AI semiconductor business is showing rapid growth, with AI revenue more than doubling and stronger Q2 expectations tied to hyperscale demand. Broadcom Rides on Accelerating Semiconductor Revenues: What’s Ahead?
Positive Sentiment: Analysts continue to highlight Broadcom as one of Goldman Sachs’ strongest AI infrastructure bets, reinforcing optimism around its role in AI chips and networking. Why Broadcom (AVGO) Remains One of Goldman’s Strongest AI Infrastructure Bets
Positive Sentiment: Broadcom is expanding its AI ecosystem through a $125 million research and talent hub with Meta and UCLA, plus packaging work with Applied Materials, which could support long-term growth. Broadcom’s AI Research Push Links Chip Packaging Advances To Growth Story
Positive Sentiment: Several articles and analyst notes point to strong long-term upside, with Broadcom repeatedly described as a durable AI winner and a solid growth stock. Is Broadcom Inc. (AVGO) a Solid Growth Stock? 3 Reasons to Think “Yes”
Neutral Sentiment: Commentary about Broadcom’s stock price in 2030 reflects bullish long-term AI expectations, but it does not appear to be a near-term catalyst. This Will be Broadcom’s Stock Price In 2030
Neutral Sentiment: Broader market commentary and inflation worries have also been mentioned, but these articles do not identify a Broadcom-specific problem. Inflation Fears Weighed on Broadcom (AVGO) in Q1
Negative Sentiment: One recent note says Broadcom remains “overcrowded,” suggesting valuation or positioning risk after a strong rally. Broadcom Is Far Too Overcrowded
Negative Sentiment: Broadcom has also faced some regulatory scrutiny in the EU, which could create headline risk even as AI sentiment stays positive. Broadcom Inc. (AVGO) Challenges EU Regulators While Barclays Sees AI Upside

Broadcom Price Performance

NASDAQ:AVGO opened at $414.14 on Monday. 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’s fifty day moving average is $373.30 and its two-hundred day moving average is $356.05. Broadcom Inc. has a 52 week low of $226.18 and a 52 week high of $442.36. The stock has a market capitalization of $1.96 trillion, a price-to-earnings ratio of 80.89, a price-to-earnings-growth ratio of 0.86 and a beta of 1.43.

Broadcom (NASDAQ:AVGO – Get Free Report) 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. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion for the quarter, compared to analyst estimates of $19.10 billion. During the same quarter in the prior year, the company earned $1.60 earnings per share. The company’s revenue was up 29.5% on a year-over-year basis. Research analysts anticipate that Broadcom Inc. will post 9.91 EPS for the current year.

Broadcom Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on AVGO. TD Cowen restated a “buy” rating and set a $500.00 target price (up from $405.00) on shares of Broadcom in a report on Friday, May 15th. DA Davidson upgraded Broadcom to a “hold” rating in a report on Friday, February 13th. Wolfe Research upgraded Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 target price on the stock in a report on Friday, January 30th. Mizuho restated an “outperform” rating and set a $480.00 target price on shares of Broadcom in a report on Thursday, April 16th. Finally, Benchmark restated a “buy” rating and set a $485.00 target price on shares of Broadcom in a report on Thursday, March 5th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $448.10.

Get Our Latest Analysis on Broadcom

Broadcom Profile

(Free Report)

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.