Broadcom Inc. $AVGO Position Decreased by Mesirow Financial Investment Management Inc.

Mesirow Financial Investment Management Inc. lowered its holdings in Broadcom Inc. (NASDAQ:AVGO) by 3.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 211,633 shares of the semiconductor manufacturer’s stock after selling 8,149 shares during the period. Broadcom comprises 1.2% of Mesirow Financial Investment Management Inc.’s holdings, making the stock its 18th biggest holding. Mesirow Financial Investment Management Inc.’s holdings in Broadcom were worth $69,820,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in AVGO. JCIC Asset Management Inc. bought a new position in shares of Broadcom in the third quarter valued at $31,000. Longfellow Investment Management Co. LLC bought a new stake in shares of Broadcom during the 2nd quarter worth $27,000. Teachers Insurance & Annuity Association of America acquired a new position in shares of Broadcom in the 2nd quarter worth $28,000. Manning & Napier Advisors LLC acquired a new stake in shares of Broadcom during the third quarter worth $34,000. Finally, New England Capital Financial Advisors LLC purchased a new stake in shares of Broadcom during the second quarter valued at $31,000. 76.43% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on AVGO shares. Raymond James Financial set a $420.00 price target on Broadcom and gave the stock an “outperform” rating in a research note on Thursday, November 20th. JPMorgan Chase & Co. lifted their target price on shares of Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Mizuho set a $480.00 price target on shares of Broadcom and gave the company an “outperform” rating in a research report on Friday, January 9th. Morgan Stanley raised their price objective on shares of Broadcom from $443.00 to $462.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Finally, TD Cowen reissued a “buy” rating on shares of Broadcom in a research note on Friday, December 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $433.13.

Insider Transactions at Broadcom

In other news, CEO Hock E. Tan sold 130,000 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the completion of the sale, the chief executive officer directly owned 595,638 shares of the company’s stock, valued at $194,189,900.76. This trade represents a 17.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Henry Samueli sold 320,316 shares of the business’s stock in a transaction that occurred 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 of the company’s stock, valued at approximately $14,950,399,066.20. The trade was a 0.85% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 779,101 shares of company stock valued at $283,804,325. 2.00% of the stock is currently owned by company insiders.

Key Headlines Impacting Broadcom

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

Broadcom Stock Performance

Shares of AVGO opened at $321.70 on Friday. The company has a market capitalization of $1.53 trillion, a PE 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 quick ratio of 1.58 and a current ratio of 1.71. The company’s 50 day moving average price is $336.76 and its 200 day moving average price is $342.20. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61.

Broadcom (NASDAQ:AVGO) last issued its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The company had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same quarter last year, the business posted $1.42 EPS. The company’s revenue for the quarter was up 28.2% on a year-over-year basis. Research analysts expect that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

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