Broadcom Inc. $AVGO Position Increased by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise increased its holdings in Broadcom Inc. (NASDAQ:AVGO) by 1.5% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 219,989 shares of the semiconductor manufacturer’s stock after acquiring an additional 3,352 shares during the quarter. Broadcom makes up 2.6% of Banque Cantonale Vaudoise’s portfolio, making the stock its 7th biggest position. Banque Cantonale Vaudoise’s holdings in Broadcom were worth $68,089,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. ROSS JOHNSON & Associates LLC boosted its stake in shares of Broadcom by 1,320.0% during the 4th 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 increased its stake in shares of Broadcom by 261.9% in the fourth quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 55 shares during the last quarter. Miller Global Investments LLC bought a new stake in shares of Broadcom in the fourth quarter worth $31,000. Nvest Wealth Strategies Inc. acquired a new stake in Broadcom in the fourth quarter valued at $33,000. Finally, Family CFO Inc acquired a new stake in Broadcom in the fourth quarter valued at $35,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Insiders Place Their Bets

In related news, Director Gayla J. Delly sold 1,000 shares of the business’s stock in a transaction that occurred on Thursday, April 9th. The stock was sold at an average price of $358.31, for a total transaction of $358,310.00. Following the completion of the transaction, the director owned 32,352 shares in the company, valued at $11,592,045.12. The trade was a 3.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Mark David Brazeal sold 4,825 shares of the company’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $394.91, for a total value of $1,905,440.75. Following the transaction, the insider owned 269,989 shares of the company’s stock, valued at approximately $106,621,355.99. The trade was a 1.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 59,385 shares of company stock worth $21,301,057. 1.90% of the stock is currently owned by insiders.

Broadcom Stock Down 3.7%

Shares of NASDAQ:AVGO opened at $365.02 on Friday. The company’s fifty day moving average is $411.70 and its two-hundred day moving average is $363.35. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.01 and a current ratio of 2.24. Broadcom Inc. has a 1-year low of $262.66 and a 1-year high of $495.00. The stock has a market capitalization of $1.74 trillion, a price-to-earnings ratio of 60.84, a price-to-earnings-growth ratio of 0.64 and a beta of 1.41.

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

Broadcom Announces Dividend

The business also recently declared 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. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, June 22nd. Broadcom’s dividend payout ratio is presently 43.33%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on AVGO shares. Oppenheimer reissued an “outperform” rating and set a $535.00 price objective (up from $450.00) on shares of Broadcom in a report on Thursday, June 4th. TD Cowen restated a “buy” rating and issued a $500.00 target price on shares of Broadcom in a research note on Thursday, June 4th. Weiss Ratings cut shares of Broadcom from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday. Wells Fargo & Company reissued an “overweight” rating and issued a $545.00 price objective (up from $430.00) on shares of Broadcom in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. upped their price objective on Broadcom from $500.00 to $580.00 and gave the company an “overweight” rating in a research note on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Broadcom has an average rating of “Moderate Buy” and an average price target of $493.24.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: OpenAI and Broadcom unveiled “Jalapeño,” a custom AI accelerator built for LLM inference, reinforcing Broadcom’s growing role in AI chip design and improving revenue visibility as deployment is expected in late 2026. Article Title
• Positive Sentiment: Additional coverage highlighted the Jalapeño AI accelerator as a sign that Broadcom is expanding its custom AI silicon roadmap, which could strengthen its position in high-margin AI infrastructure sales. Article Title
• Positive Sentiment: Analysts continue to view Broadcom as a favored long-term AI chip stock, with strong buy ratings reinforcing confidence in the company’s AI and networking growth outlook. Article Title
• Neutral Sentiment: A market note suggested investors may want to “buy the chip dip” and avoid hyperscalers for now, which is supportive for semiconductor names like Broadcom but does not specifically change AVGO’s fundamentals. Article Title
• Negative Sentiment: Broader AI-sector selloff headlines are weighing on sentiment across major tech leaders, suggesting valuation concerns may continue to pressure Broadcom despite its strong fundamentals. Article Title
• Negative Sentiment: One valuation-focused article argued that Broadcom and Marvell may face a “dangerous valuation gap,” which could raise investor concern that AVGO’s premium pricing is getting stretched. Article Title

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.