49,409 Shares in Broadcom Inc. $AVGO Acquired by Meiji Yasuda America Inc

Meiji Yasuda America Inc acquired a new position in Broadcom Inc. (NASDAQ:AVGO) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 49,409 shares of the semiconductor manufacturer’s stock, valued at approximately $17,100,000. Broadcom comprises about 3.9% of Meiji Yasuda America Inc’s holdings, making the stock its 6th biggest holding.

A number of other institutional investors and hedge funds also recently made changes to their positions in AVGO. Brighton Jones LLC boosted its holdings in shares of Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after buying an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Broadcom by 10.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after purchasing an additional 756 shares in the last quarter. United Bank lifted its holdings in Broadcom by 76.5% during the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock valued at $392,000 after purchasing an additional 1,014 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Broadcom by 10.1% during the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock valued at $3,499,000 after purchasing an additional 1,160 shares in the last quarter. Finally, Capital & Planning LLC lifted its holdings in Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after purchasing an additional 378 shares in the last quarter. Hedge funds and other 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: Several analysts raised or reiterated bullish views after the pullback, including Erste Group increasing its FY2026 and FY2027 EPS estimates and maintaining a Buy rating, while other reports said Wall Street price targets are still rising despite the selloff. As Shares Fall, Analyst Are Boosting their Broadcom Price Targets
• Positive Sentiment: Broadcom continues to be highlighted as a major AI winner, with articles noting strong AI chip demand, large AI bookings, and its growing role in custom AI chips for hyperscale customers. Broadcom’s Post-Earnings Dip Is a Compelling Buying Opportunity
• Positive Sentiment: Broadcom announced cash tender offers for certain outstanding debt securities, which may be viewed as a balance-sheet management move that could modestly support investor confidence. Broadcom Inc. Commences Offers to Purchase for Cash Certain of its Outstanding Debt Securities
• Neutral Sentiment: Broadcom was also featured in multiple articles calling it a top AI stock in Ken Griffin’s portfolio, reinforcing its reputation as a core AI holding rather than providing a new company-specific catalyst. Broadcom Inc. (AVGO) Is A Top AI Stock In Ken Griffin’s Portfolio
• Negative Sentiment: The main drag on the stock has been post-earnings skepticism: investors punished Broadcom despite beat-and-raise style results because its AI guidance was seen as too conservative relative to a very rich valuation. Stock Market Today, June 10: Broadcom Falls as Strong AI Quarter Tests Stock’s Premium Valuation
• Negative Sentiment: Some commentators warned that Broadcom’s AI story may have red flags, with concerns that the market is focused too heavily on short-term guidance and premium expectations rather than fundamentals. Broadcom Looks Like A Value (Growth) Trap

Insider Activity

In other news, Director Justine Page sold 2,018 shares of Broadcom stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $353.00, for a total transaction of $712,354.00. Following the sale, the director owned 18,164 shares in the company, valued at $6,411,892. This trade represents a 10.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Gayla J. Delly sold 1,000 shares of Broadcom stock in a transaction that occurred on Thursday, April 9th. The shares were sold at an average price of $358.31, for a total transaction of $358,310.00. Following the sale, the director owned 32,352 shares in the company, valued at approximately $11,592,045.12. The trade was a 3.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 324,282 shares of company stock valued at $106,425,249. Company insiders own 1.90% of the company’s stock.

Analyst Upgrades and Downgrades

AVGO has been the topic of several analyst reports. Erste Group Bank raised shares of Broadcom from a “hold” rating to a “buy” rating in a report on Friday, June 5th. JPMorgan Chase & Co. lifted their price target on shares of Broadcom from $500.00 to $580.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. Bank of America lifted their price target on shares of Broadcom from $450.00 to $530.00 and gave the company a “buy” rating in a report on Thursday, June 4th. Weiss Ratings raised shares of Broadcom from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, May 27th. Finally, TD Cowen reaffirmed a “buy” rating and set a $500.00 price target on shares of Broadcom in a report on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $490.13.

Broadcom Trading Up 3.6%

Broadcom stock opened at $385.57 on Friday. The stock has a market cap of $1.83 trillion, a P/E ratio of 64.26, a PEG ratio of 0.65 and a beta of 1.41. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.24 and a quick ratio of 2.01. Broadcom Inc. has a 1 year low of $244.17 and a 1 year high of $495.00. The firm’s 50 day moving average price is $402.89 and its 200-day moving average price is $363.19.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.40 by $0.04. The firm had revenue of $22.19 billion for the quarter, compared to analysts’ expectations of $22.13 billion. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The company’s revenue for the quarter was up 47.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.58 earnings per share. On average, equities analysts predict that Broadcom Inc. will post 10.24 earnings per share for the current fiscal year.

Broadcom Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd will be given a dividend of $0.65 per share. The ex-dividend date is Monday, June 22nd. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. Broadcom’s dividend payout ratio (DPR) is presently 43.33%.

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.