Broadcom Inc. $AVGO Stake Raised by Temasek Holdings Private Ltd

Temasek Holdings Private Ltd boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 41.8% during the first quarter, HoldingsChannel.com reports. The firm owned 3,540,630 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,044,354 shares during the period. Broadcom makes up approximately 3.6% of Temasek Holdings Private Ltd’s holdings, making the stock its 6th largest holding. Temasek Holdings Private Ltd’s holdings in Broadcom were worth $1,095,860,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Danica Pension Livsforsikringsaktieselskab raised its stake in shares of Broadcom by 20.0% during the 1st quarter. Danica Pension Livsforsikringsaktieselskab now owns 482,886 shares of the semiconductor manufacturer’s stock worth $149,458,000 after buying an additional 80,460 shares during the period. ABN Amro Investment Solutions lifted its stake in Broadcom by 26.9% in the 1st quarter. ABN Amro Investment Solutions now owns 653,771 shares of the semiconductor manufacturer’s stock valued at $202,349,000 after buying an additional 138,479 shares in the last quarter. Oslo Pensjonsforsikring AS acquired a new stake in Broadcom in the 1st quarter worth about $3,680,000. Mathes Company Inc. boosted its holdings in Broadcom by 1.6% in the 1st quarter. Mathes Company Inc. now owns 15,775 shares of the semiconductor manufacturer’s stock worth $4,883,000 after buying an additional 255 shares during the last quarter. Finally, DJE Kapital AG purchased a new stake in Broadcom during the 1st quarter worth approximately $30,211,000. 76.43% of the stock is currently owned by hedge funds and other institutional investors.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom continues to be viewed as one of the strongest AI infrastructure names, with articles highlighting durable AI bookings, customer commitments through 2028, and the company’s importance in data center networking. Article Title
• Positive Sentiment: Several bullish commentary pieces argue the recent AI pullback is a buying opportunity, with analysts and market writers saying Broadcom still has room to grow and should benefit from continued AI spending. Article Title
• Positive Sentiment: TSMC’s planned price increases could reinforce pricing power for leading AI chip suppliers like Broadcom, which may support margins and investor confidence if demand remains strong. Article Title
• Positive Sentiment: Institutional buying also offered a constructive signal, as Alecta Pensionsförsäkring reportedly boosted its Broadcom stake by 99,200 shares. Article Title
• Neutral Sentiment: Broadcom was mentioned in a broader semiconductor sector piece saying the group is consolidating after a strong 2026 rally, with concerns around valuation and leveraged positioning contributing to July weakness across the chip space. Article Title
• Neutral Sentiment: Broadcom was also included in general “high ROE” and dividend-focused articles, reinforcing its quality profile but not adding a major new catalyst. Article Title
• Negative Sentiment: One headline noted a “large increase” in short interest in Broadcom during July, but the reported figures showed zero shares short, so this appears to be a data anomaly rather than a meaningful bearish signal. Article Title

Broadcom Stock Performance

Shares of AVGO opened at $381.92 on Friday. Broadcom Inc. has a 1 year low of $281.61 and a 1 year high of $495.00. The stock has a market capitalization of $1.82 trillion, a PE ratio of 63.65, a PEG ratio of 0.75 and a beta of 1.45. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.01 and a current ratio of 2.24. The stock has a 50-day simple moving average of $397.42 and a 200-day simple moving average of $366.68.

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

Broadcom Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on AVGO shares. Benchmark raised their target price on Broadcom from $485.00 to $545.00 and gave the company a “buy” rating in a research report on Thursday, June 4th. Cantor Fitzgerald restated an “overweight” rating and issued a $525.00 price target on shares of Broadcom in a research report on Thursday, June 4th. KeyCorp reissued an “overweight” rating and issued a $575.00 price objective (up from $500.00) on shares of Broadcom in a report on Thursday, June 4th. Mizuho raised their price objective on shares of Broadcom from $480.00 to $530.00 and gave the stock an “outperform” rating in a research report on Thursday, June 4th. Finally, JPMorgan Chase & Co. lifted their target price on Broadcom from $500.00 to $580.00 and gave the company an “overweight” rating in a research report on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Broadcom currently has a consensus rating of “Moderate Buy” and a consensus target price of $493.24.

Insiders Place Their Bets

In other news, insider Mark David Brazeal sold 25,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the insider directly owned 194,989 shares of the company’s stock, valued at approximately $78,254,935.37. This represents a 11.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Harry L. You acquired 1,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The stock was acquired at an average price of $373.57 per share, for a total transaction of $373,570.00. Following the acquisition, the director owned 38,466 shares in the company, valued at approximately $14,369,743.62. The trade was a 2.67% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold 61,644 shares of company stock valued at $24,016,214 in the last three months. Corporate insiders own 1.90% of the company’s stock.

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.