Integrated Advisors Network LLC Has $33.87 Million Position in Broadcom Inc. $AVGO

Integrated Advisors Network LLC increased its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 7.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 102,677 shares of the semiconductor manufacturer’s stock after acquiring an additional 7,090 shares during the period. Broadcom comprises about 1.4% of Integrated Advisors Network LLC’s portfolio, making the stock its 7th biggest position. Integrated Advisors Network LLC’s holdings in Broadcom were worth $33,874,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank bought a new stake in shares of Broadcom during the second quarter worth about $18,579,549,000. Vanguard Group Inc. boosted its position in Broadcom by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock worth $133,261,046,000 after buying an additional 6,222,802 shares during the period. Edgewood Management LLC bought a new stake in Broadcom during the 2nd quarter worth approximately $1,571,438,000. Massachusetts Financial Services Co. MA raised its stake in shares of Broadcom by 115.5% during the second quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer’s stock valued at $1,658,680,000 after acquiring an additional 3,224,739 shares during the last quarter. Finally, Invesco Ltd. raised its stake in shares of Broadcom by 8.4% during the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock valued at $10,598,641,000 after acquiring an additional 2,978,768 shares during the last quarter. Institutional investors and hedge funds own 76.43% of the company’s stock.

Broadcom Stock Down 3.2%

Shares of Broadcom stock opened at $321.70 on Friday. The stock’s 50-day moving average is $336.76 and its 200 day moving average is $342.20. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The firm has a market cap of $1.53 trillion, a price-to-earnings ratio of 67.58, a PEG ratio of 1.06 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 (NASDAQ:AVGO) last issued its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. The business had revenue of $18.02 billion during 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 firm’s revenue for the quarter was up 28.2% on a year-over-year basis. During the same period in the previous year, the company posted $1.42 earnings per share. Equities research analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, December 22nd. This is a boost from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is presently 54.62%.

Insider Activity at Broadcom

In other Broadcom news, Director Henry Samueli sold 320,316 shares of the firm’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $400.53, for a total value of $128,296,167.48. Following the completion of the sale, the director directly owned 37,326,540 shares in the company, valued at approximately $14,950,399,066.20. This trade represents a 0.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Mark David Brazeal sold 38,281 shares of Broadcom stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total transaction of $12,542,769.65. Following the completion of the sale, the insider directly owned 266,494 shares of the company’s stock, valued at approximately $87,316,759.10. This trade represents a 12.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 779,101 shares of company stock valued at $283,804,325 in the last ninety days. Insiders own 2.00% of the company’s stock.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom told Reuters it expects to sell at least 1 million 3D‑stacked chips by 2027, signaling meaningful volume potential for its advanced AI stack designs and a path to sizable revenue from stacked-die products. Broadcom expects to sell 1 million 3D stacked chips by 2027
• Positive Sentiment: Company announced shipping of a 3.5D face‑to‑face compute SoC aimed at AI workloads — a technical win that supports Broadcom’s positioning in data‑center AI infrastructure. Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution
• Positive Sentiment: BroadPeak (Broadcom’s new 5G Advanced chip) launch strengthens the company’s addressable market in wireless infrastructure and edge compute, adding another growth vector beyond legacy networking chips. What Broadcom’s New 5G Advanced BroadPeak Chip Means For Shareholders
• Positive Sentiment: TD Cowen adjusted Broadcom’s valuation higher, citing long‑term AI tailwinds — a sign analysts still see durable upside from the AI cycle. TD Cowen Adjusts Broadcom Valuation
• Positive Sentiment: Broadcom continues its dividend streak with a scheduled payout late March, supporting the stock’s income profile for long‑term holders. Broadcom to pay dividends on March 31
• Neutral Sentiment: Street is focused on Broadcom’s March 4 earnings (kickoff for fiscal 2026); consensus expects continued earnings growth but guidance and AI order trends will be the main near‑term catalysts. Broadcom Reports Next Week
• Neutral Sentiment: Hedge fund MIG Capital trimmed its Broadcom stake — a small institutional tweak that is not, by itself, a major directional signal. MIG Capital Trims Broadcom Inc. Stake
• Negative Sentiment: Broadcom shares are under pressure linked to Nvidia’s blockbuster quarter and renewed rotation into AI leaders; investors pared positions in related chip names after NVDA’s results and guidance shifted sector flows. What’s driving the weakness in Broadcom stock Thursday?
• Negative Sentiment: Analysts and commentary warn that a tech rotation or “irrational” selloff ahead of earnings could amplify volatility; that risk is pressuring the stock despite strong product news. Broadcom Q1 Preview: Tech Rotation Could Trigger An Irrational Selloff

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on AVGO shares. KeyCorp reissued an “overweight” rating and issued a $500.00 price objective (up from $460.00) on shares of Broadcom in a research note on Friday, December 12th. Zacks Research upgraded Broadcom from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. The Goldman Sachs Group restated a “buy” rating and set a $450.00 price objective on shares of Broadcom in a research report on Monday, January 5th. JPMorgan Chase & Co. lifted their price objective on Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Finally, Mizuho set a $480.00 target price on Broadcom and gave the company an “outperform” rating in a report on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $433.13.

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.