Vantage Investment Partners LLC Decreases Position in Broadcom Inc. $AVGO

Posted by Francis Steltz on May 28th, 2026

Vantage Investment Partners LLC lessened its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 54,584 shares of the semiconductor manufacturer’s stock after selling 3,665 shares during the period. Broadcom makes up about 1.3% of Vantage Investment Partners LLC’s portfolio, making the stock its 24th biggest holding. Vantage Investment Partners LLC’s holdings in Broadcom were worth $18,892,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Miller Global Investments LLC purchased a new stake in shares of Broadcom during the 4th quarter valued at $31,000. Nvest Wealth Strategies Inc. purchased a new stake in shares of Broadcom during the 4th quarter valued at $33,000. Family CFO Inc purchased a new stake in shares of Broadcom during the 4th quarter valued at $35,000. PayPay Securities Corp lifted its holdings in shares of Broadcom by 88.9% during the 4th quarter. PayPay Securities Corp now owns 119 shares of the semiconductor manufacturer’s stock valued at $41,000 after purchasing an additional 56 shares during the last quarter. Finally, Camelot Portfolios LLC purchased a new stake in shares of Broadcom during the 4th quarter valued at $45,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Broadcom unveiled the industry’s first integrated Wi‑Fi 8 SoCs for mesh and multi-gigabit routers, extending its leadership in home networking chips and strengthening its position in a key growth market. Article Title
Positive Sentiment: The company also launched the BCM68850, a 50G PON home gateway SoC with an integrated neural processor and Wi‑Fi 8 support, highlighting Broadcom’s push into edge AI and residential broadband infrastructure. Article Title
Positive Sentiment: Broadcom’s collaboration with Samsung on a 5G and Wi‑Fi 8 fixed wireless access platform suggests expanding design wins and could support future revenue growth in broadband connectivity. Article Title
Neutral Sentiment: Analysts continue to rate Broadcom a “Moderate Buy,” which supports a constructive but not dramatically changed view of the stock. Article Title
Neutral Sentiment: Some market commentary is shifting investor focus toward Qualcomm’s new AI chip deal and broader semiconductor AI winners, which may temporarily distract from Broadcom’s momentum in the AI infrastructure trade. Article Title

Analysts Set New Price Targets

Several analysts have recently commented on AVGO shares. Mizuho reiterated an “outperform” rating and set a $480.00 price objective on shares of Broadcom in a report on Thursday, April 16th. Citigroup reiterated a “buy” rating and set a $500.00 price objective (up from $475.00) on shares of Broadcom in a report on Tuesday, May 12th. Benchmark reiterated a “buy” rating and set a $485.00 price objective on shares of Broadcom in a report on Thursday, March 5th. TD Cowen reissued a “buy” rating and issued a $500.00 target price (up from $405.00) on shares of Broadcom in a research report on Friday, May 15th. Finally, Wolfe Research raised Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 target price on the stock in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $453.17.

Check Out Our Latest Stock Analysis on AVGO

Broadcom Price Performance

NASDAQ AVGO opened at $421.86 on Thursday. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The stock’s fifty day moving average price is $378.80 and its 200 day moving average price is $357.40. Broadcom Inc. has a 1 year low of $234.43 and a 1 year high of $442.36. The company has a market cap of $2.00 trillion, a price-to-earnings ratio of 82.39, a PEG ratio of 0.87 and a beta of 1.43.

Broadcom (NASDAQ:AVGO – Get Free Report) last released its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) 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 the consensus estimate of $19.10 billion. During the same period in the prior year, the firm earned $1.60 EPS. The firm’s revenue was up 29.5% on a year-over-year basis. As a group, equities research analysts forecast that Broadcom Inc. will post 9.91 earnings per share for the current year.

Broadcom Dividend Announcement

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

Insider Activity at Broadcom

In other Broadcom news, insider Charlie B. Kawwas sold 10,000 shares of the stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $345.23, for a total transaction of $3,452,300.00. Following the sale, the insider directly owned 787,184 shares of the company’s stock, valued at approximately $271,759,532.32. This trade represents a 1.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Gayla J. Delly sold 1,000 shares of the stock in a transaction dated Thursday, April 9th. The stock was sold at an average price of $358.31, for a total value of $358,310.00. Following the sale, the director directly owned 32,352 shares in the company, valued at $11,592,045.12. This represents a 3.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 324,282 shares of company stock worth $106,425,249 in the last three months. Company insiders own 1.90% of the company’s stock.

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.

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Institutional Ownership by Quarter for Broadcom (NASDAQ:AVGO)

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