Live Oak Investment Partners decreased its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 78.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 667 shares of the semiconductor manufacturer’s stock after selling 2,372 shares during the period. Live Oak Investment Partners’ holdings in Broadcom were worth $220,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Assetmark Inc. lifted its position in shares of Broadcom by 2.4% during the 2nd quarter. Assetmark Inc. now owns 1,703,487 shares of the semiconductor manufacturer’s stock worth $469,566,000 after buying an additional 39,466 shares in the last quarter. Capital Counsel LLC NY bought a new stake in Broadcom in the 2nd quarter valued at about $221,000. Waterloo Capital L.P. raised its position in shares of Broadcom by 7.0% in the second quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock valued at $13,331,000 after purchasing an additional 3,180 shares during the period. RiverFront Investment Group LLC lifted its position in shares of Broadcom by 107.6% during the second quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock worth $4,555,000 after acquiring an additional 8,566 shares in the last quarter. Finally, Baltimore Washington Financial Advisors Inc. lifted its holdings in Broadcom by 23.6% during the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 46,317 shares of the semiconductor manufacturer’s stock worth $12,767,000 after purchasing an additional 8,829 shares in the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Broadcom
Here are the key news stories impacting Broadcom this week:
- Positive Sentiment: JPMorgan named Broadcom among its favorite chip stocks heading into earnings, reinforcing confidence in AVGO’s AI exposure and earnings upside. Nvidia, Broadcom, Micron among JPMorgan’s favorite chip stocks going into earnings
- Positive Sentiment: Citi also lists Broadcom as a top pick into earnings, and multiple sell-side firms (Wells Fargo, Mizuho and others) have recently issued bullish notes and raised targets — supporting medium-term upside tied to AI and data-center demand. Nvidia, Broadcom, NXP, Analog Devices are Citi’s top picks going into earnings
- Positive Sentiment: MarketBeat highlights TSMC’s strong AI-accelerator guidance and Meta’s “Meta Compute” initiative as potential structural tailwinds for Broadcom’s custom AI chips and networking products — a fundamental support for longer-term revenue growth. Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom
- Neutral Sentiment: Several write-ups discuss valuation and whether AVGO remains reasonably priced after a multi-year rally; these notes provide context but don’t change the upside catalysts. Is Broadcom (AVGO) Still Reasonably Priced After A 7x Run In Five Years
- Neutral Sentiment: Opinion and strategy pieces (Zacks, Forbes, 247WallSt) reiterate Broadcom’s AI exposure and growth profile; these can support investor conviction but highlight differing views on timing and valuation. Here is Why Growth Investors Should Buy Broadcom Inc. (AVGO) Now
- Negative Sentiment: Broadcom underperformed peers in today’s session and lagged as the broader market gained, a sign of short-term profit-taking and relative weakness versus some AI leaders. Broadcom Inc. stock underperforms Wednesday when compared to competitors
- Negative Sentiment: RBC initiated coverage at Sector Perform and flagged margin and valuation risks despite AI upside — a reminder that cost structure and pricing in AI infrastructure could pressure near-term margins. RBC initiates Broadcom (AVGO) at sector perform, flags margin and valuation risks despite AI upside
- Negative Sentiment: Social/aggregate coverage (Quiver/AI chatter) highlights heavy insider selling over the last 6 months and mentions geopolitical and margin concerns — these narratives can amplify short-term volatility. Broadcom Inc. Stock (AVGO) Opinions on AI Deals and Geopolitical Risks
Analyst Ratings Changes
View Our Latest Stock Report on AVGO
Insider Activity
In related news, Director Harry L. You purchased 1,000 shares of Broadcom stock in a transaction dated Thursday, December 18th. The stock was purchased at an average cost of $325.13 per share, for a total transaction of $325,130.00. Following the completion of the purchase, the director directly owned 36,602 shares of the company’s stock, valued at $11,900,408.26. The trade was a 2.81% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Charlie B. Kawwas sold 1,928 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total transaction of $631,998.40. Following the transaction, the insider owned 23,582 shares in the company, valued at approximately $7,730,179.60. This trade represents a 7.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 779,901 shares of company stock worth $284,069,237. 2.00% of the stock is owned by corporate insiders.
Broadcom Trading Down 1.1%
NASDAQ:AVGO opened at $328.80 on Thursday. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The stock has a market cap of $1.56 trillion, a price-to-earnings ratio of 69.08, a PEG ratio of 1.10 and a beta of 1.21. The company’s 50 day moving average price is $357.93 and its 200-day moving average price is $335.05. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76.
Broadcom (NASDAQ:AVGO – Get Free Report) last issued its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating the consensus estimate of $1.87 by $0.08. The business had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The company’s revenue was up 28.2% compared to the same quarter last year. During the same period last year, the business posted $1.42 EPS. On average, equities research analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.
Broadcom Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were paid a dividend of $0.65 per share. The ex-dividend date was Monday, December 22nd. This represents a $2.60 annualized dividend and a yield of 0.8%. This is an increase from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio (DPR) is currently 54.62%.
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.
Recommended Stories
- Five stocks we like better than Broadcom
- Wall Street Alert: Buy AES
- Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why
- The AI Boom Is Creating a New Kind of Infrastructure Opportunity
- Trump’s Hand-Written Letter Will Shock his Haters
- Bitcoin is down but your income is about to explode
Receive News & Ratings for Broadcom Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Broadcom and related companies with MarketBeat.com's FREE daily email newsletter.
