Broadcom Inc. $AVGO Stock Holdings Decreased by OLD Second National Bank of Aurora

OLD Second National Bank of Aurora lowered its position in Broadcom Inc. (NASDAQ:AVGO) by 2.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 55,570 shares of the semiconductor manufacturer’s stock after selling 1,551 shares during the period. Broadcom comprises approximately 3.8% of OLD Second National Bank of Aurora’s holdings, making the stock its 5th largest position. OLD Second National Bank of Aurora’s holdings in Broadcom were worth $18,333,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of AVGO. Sawyer & Company Inc grew its position in shares of Broadcom by 62.1% during the second quarter. Sawyer & Company Inc now owns 94 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 36 shares in the last quarter. Longfellow Investment Management Co. LLC bought a new position in Broadcom in the 2nd quarter worth approximately $27,000. Legend Financial Advisors Inc. purchased a new stake in Broadcom during the 2nd quarter valued at approximately $28,000. Teachers Insurance & Annuity Association of America bought a new stake in shares of Broadcom during the second quarter valued at approximately $28,000. Finally, LGT Financial Advisors LLC bought a new stake in shares of Broadcom during the second quarter valued at approximately $31,000. 76.43% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on AVGO shares. The Goldman Sachs Group restated a “buy” rating and set a $450.00 target price on shares of Broadcom in a research report on Monday. Cowen reissued a “buy” rating on shares of Broadcom in a report on Friday, December 12th. Rosenblatt Securities lifted their target price on Broadcom from $400.00 to $440.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. Citigroup reiterated a “buy” rating and issued a $480.00 target price (up from $415.00) on shares of Broadcom in a research report on Friday, December 12th. Finally, Macquarie started coverage on Broadcom in a report on Monday, September 15th. They set an “outperform” rating and a $420.00 price target for the company. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $438.00.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: High‑profile endorsement: Jim Cramer said he’d rather own Broadcom, which can boost retail/inflow interest and support short‑term buying momentum. Jim Cramer says he’d rather own Broadcom (AVGO)
• Positive Sentiment: Bullish analyst action: Goldman Sachs added AVGO to its US Conviction List and kept a buy stance with a $450 price target, providing institutional endorsement that can support longer‑term demand. Goldman Sachs Conviction List
• Positive Sentiment: AI/infra second‑half catalyst: MarketBeat highlights Broadcom’s AI‑infrastructure exposure and argues monetization is likely to accelerate in H2 2026, supporting the case for continued medium‑term earnings growth. 3 Tech Stocks Positioned for the Next Leg of the Bull Market (AVGO)
• Neutral Sentiment: Valuation and historical volatility context: A Forbes piece reviews how far AVGO has fallen in past drawdowns, useful for risk sizing but not an immediate catalyst. Broadcom Stock Is Falling. How Low Has It Historically Dropped?
• Neutral Sentiment: Valuation/undervaluation debate: Commentary (Seeking Alpha) argues Broadcom can close an undervaluation gap in 2026 — constructive long term but not a trigger for immediate upside. Broadcom: Ready To Close Undervaluation Gap In 2026
• Negative Sentiment: Insider selling: CEO Hock E. Tan sold 70,000 shares and director Mark Brazeal sold 30,000 shares on Jan. 6; large insider sales are being cited in coverage and can spook short‑term traders. CEO Form 4 Director Form 4
• Negative Sentiment: Near‑term margin/guidance worries: Recent guidance flagged some gross‑margin pressure for 2026, which analysts and media say explains recent selling despite strong Q4 results — this is the primary near‑term negative. Why Broadcom (AVGO) shares are falling today

Insider Activity

In related news, CEO Hock E. Tan sold 130,000 shares of Broadcom stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the completion of the transaction, the chief executive officer directly owned 595,638 shares of the company’s stock, valued at approximately $194,189,900.76. The trade was a 17.92% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Kirsten M. Spears sold 30,000 shares of the company’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the transaction, the chief financial officer owned 277,237 shares in the company, valued at $96,428,573.34. The trade was a 9.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 780,701 shares of company stock valued at $284,349,357 over the last ninety days. 2.00% of the stock is owned by corporate insiders.

Broadcom Stock Up 3.8%

Shares of NASDAQ:AVGO opened at $344.97 on Friday. The company has a market cap of $1.64 trillion, a price-to-earnings ratio of 72.47, a PEG ratio of 1.12 and a beta of 1.21. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The company has a 50-day moving average price of $359.72 and a 200 day moving average price of $330.46.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data 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. The business had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The company’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same period in the prior year, the business posted $1.42 earnings per share. As a group, equities research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a $0.65 dividend. This is a boost from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Monday, December 22nd. Broadcom’s dividend payout ratio is 54.62%.

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.