Vestor Capital LLC Acquires 64,426 Shares of Broadcom Inc. $AVGO

Vestor Capital LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 105.3% during the first quarter, Holdings Channel reports. The fund owned 125,591 shares of the semiconductor manufacturer’s stock after purchasing an additional 64,426 shares during the period. Broadcom makes up about 2.8% of Vestor Capital LLC’s portfolio, making the stock its 10th biggest position. Vestor Capital LLC’s holdings in Broadcom were worth $38,872,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. ROSS JOHNSON & Associates LLC raised its holdings in shares of Broadcom by 1,320.0% in the fourth quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after buying an additional 66 shares during the last quarter. SWAN Capital LLC grew its holdings in Broadcom by 261.9% during the 4th quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 55 shares during the last quarter. Networth Advisors LLC grew its holdings in Broadcom by 546.2% during the 1st quarter. Networth Advisors LLC now owns 84 shares of the semiconductor manufacturer’s stock worth $26,000 after acquiring an additional 71 shares during the last quarter. Nvest Wealth Strategies Inc. acquired a new stake in Broadcom in the 4th quarter valued at about $33,000. Finally, Family CFO Inc acquired a new stake in Broadcom in the 4th quarter valued at about $35,000. 76.43% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Apple partnership adds significant demand visibility. Apple announced a multiyear agreement with Broadcom under its American Manufacturing Program, with more than $30 billion expected to support a U.S.-based silicon supply chain and advanced manufacturing equipment. Apple commits more than $30 Billion to US manufacturing
• Positive Sentiment: A reported Samsung agreement reinforces the AI growth outlook. Broadcom and Samsung reportedly signed a five-year, $200 billion arrangement covering memory chips, including high-bandwidth memory, and potential advanced packaging collaboration for Broadcom’s AI accelerators. The deal could help secure critical components and support future revenue growth. Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become
• Positive Sentiment: Analyst and investor commentary remains bullish. Recent coverage highlights strong AI accelerator and networking bookings, long-term contracts, and a potentially undervalued share price after the recent pullback. Broadcom was also identified as a top growth-stock pick for the remainder of 2026. AI Accelerators and Networking Fuel Broadcom’s Growth
• Neutral Sentiment: The broader AI semiconductor group recently pulled back, potentially improving entry valuations but also underscoring volatility following a powerful multiyear rally. The Ultimate Bull Run for AMD, Broadcom, and Arm May Be Closer Than You Think
• Negative Sentiment: Some analysts remain concerned that AI “backstop” arrangements could create financial liabilities, while Broadcom’s elevated earnings multiple leaves the stock sensitive to any slowdown in AI spending or execution issues. AI Backstops Have One Analyst Worried

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Citigroup reiterated a “buy” rating on shares of Broadcom in a research report on Thursday, June 4th. Rosenblatt Securities reissued a “buy” rating and issued a $500.00 price target on shares of Broadcom in a report on Thursday, June 4th. Jefferies Financial Group set a $550.00 price objective on shares of Broadcom and gave the stock a “buy” rating in a research report on Thursday, June 4th. UBS Group set a $485.00 price objective on Broadcom and gave the stock a “buy” rating in a report on Thursday, June 4th. Finally, JPMorgan Chase & Co. increased their price objective on Broadcom from $500.00 to $580.00 and gave the company an “overweight” rating in a research report on Thursday, June 4th. Twenty-eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $493.24.

Insider Buying and Selling

In other news, Director Harry L. You purchased 1,000 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The shares were acquired at an average cost of $373.57 per share, for a total transaction of $373,570.00. Following the transaction, the director directly owned 38,466 shares of the company’s stock, valued at approximately $14,369,743.62. The trade was a 2.67% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. Also, insider Mark David Brazeal sold 25,000 shares of Broadcom stock in a transaction that occurred on Friday, July 10th. The stock was sold at an average price of $401.33, for a total transaction of $10,033,250.00. Following the transaction, the insider directly owned 194,989 shares in the company, valued at $78,254,935.37. The trade was a 11.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 61,644 shares of company stock worth $24,016,214. Corporate insiders own 1.90% of the company’s stock.

Broadcom Trading Up 4.7%

Shares of NASDAQ AVGO opened at $387.84 on Friday. Broadcom Inc. has a fifty-two week low of $281.61 and a fifty-two week high of $495.00. The firm has a market capitalization of $1.85 trillion, a P/E ratio of 64.64, a P/E/G ratio of 0.71 and a beta of 1.45. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.24 and a quick ratio of 2.01. The company’s 50 day simple moving average is $394.58 and its 200 day simple moving average is $367.96.

Broadcom (NASDAQ:AVGO) last released its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. The firm had revenue of $22.19 billion during the quarter, compared to analyst estimates of $22.13 billion. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The business’s quarterly revenue was up 47.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.58 EPS. On average, analysts predict that Broadcom Inc. will post 10.24 EPS for the current year.

Broadcom Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were paid a $0.65 dividend. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $2.60 annualized dividend and a yield of 0.7%. Broadcom’s dividend payout ratio is presently 43.33%.

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.