Value Partners Investments Inc. Lowers Holdings in Broadcom Inc. $AVGO

Value Partners Investments Inc. trimmed its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 23.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,532 shares of the semiconductor manufacturer’s stock after selling 2,275 shares during the period. Value Partners Investments Inc.’s holdings in Broadcom were worth $2,610,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC acquired a new stake in shares of Broadcom during the 2nd quarter worth approximately $27,000. Teachers Insurance & Annuity Association of America acquired a new position in shares of Broadcom in the 2nd quarter valued at $28,000. JCIC Asset Management Inc. acquired a new position in shares of Broadcom in the 3rd quarter valued at $31,000. Miller Global Investments LLC purchased a new stake in Broadcom during the fourth quarter worth $31,000. Finally, Manning & Napier Advisors LLC purchased a new stake in Broadcom during the third quarter worth $34,000. 76.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Broadcom

In related news, CEO Hock E. Tan sold 70,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the completion of the sale, the chief executive officer directly owned 132,836 shares in the company, valued at approximately $46,133,942.80. The trade was a 34.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Charlie B. Kawwas sold 39,116 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total value of $12,580,096.76. Following the completion of the transaction, the insider directly owned 74,626 shares of the company’s stock, valued at approximately $24,000,467.86. This represents a 34.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 428,970 shares of company stock valued at $142,585,321. 1.90% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research analysts have weighed in on AVGO shares. TD Cowen reiterated a “buy” rating on shares of Broadcom in a research report on Friday, December 12th. Wall Street Zen upgraded Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th. Benchmark restated a “buy” rating and issued a $485.00 price target on shares of Broadcom in a research note on Thursday, March 5th. Citigroup upped their price target on Broadcom from $458.00 to $475.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. Finally, UBS Group set a $475.00 price target on Broadcom and gave the stock a “buy” rating in a research report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $435.30.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Bernstein upgraded Broadcom on AI exposure, prompting a rally as investors digested the firm’s expanding AI backlog and customer wins. This upgrade helped lift sentiment around AVGO. Bernstein Upgrade
• Positive Sentiment: Analysts and commentary argue Broadcom’s 2027 AI revenue target ($100B+) may be conservative; management’s disclosed GW customer commitments and secured component supply through 2028 suggest materially larger upside if deployments scale as expected. MarketBeat AI Revenue Analysis
• Positive Sentiment: Broadcom is expanding its AI and infrastructure product stack (3.5D XPU, 102.4T Ethernet switch, co-packaged optics) and launched Symantec CBX for security — moves that diversify software and AI infrastructure revenue streams. These product/portfolio updates support the long-term growth thesis. Product Launch
• Neutral Sentiment: Quarterly results showed upside to revenue and EPS with strong margins and guidance; this underpins investor confidence but is already priced in to some extent given the run-up in the stock. Earnings Snapshot
• Negative Sentiment: Management warned of tightening supply — notably that TSMC is reaching capacity limits — and flagged shortages in other critical components. That raises execution risk for meeting fast-growing AI demand and could pressure near-term deliveries and margins. Supply Constraints
• Negative Sentiment: European cloud providers filed an antitrust complaint over Broadcom’s VMware licensing changes, which could lead to regulatory scrutiny, litigation risk and potential revenue headwinds in EMEA if remedies or fines follow. EU Antitrust Complaint

Broadcom Stock Performance

AVGO opened at $322.51 on Tuesday. The firm’s fifty day simple moving average is $329.84 and its two-hundred day simple moving average is $345.72. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The company has a market cap of $1.53 trillion, a price-to-earnings ratio of 62.99, a PEG ratio of 0.67 and a beta of 1.22. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80.

Broadcom (NASDAQ:AVGO) last released its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping analysts’ consensus estimates of $2.03 by $0.02. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The business had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter in the previous year, the company earned $1.60 earnings per share. The company’s quarterly revenue was up 29.5% on a year-over-year basis. Equities analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be paid a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Broadcom’s payout ratio is 50.78%.

Broadcom 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.