Broadcom Inc. $AVGO is United Asset Strategies Inc.’s 8th Largest Position

Posted by Amy Steele on Jan 14th, 2026

United Asset Strategies Inc. decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 33.3% during the third quarter, Holdings Channel reports. The fund owned 75,758 shares of the semiconductor manufacturer’s stock after selling 37,746 shares during the period. Broadcom makes up about 2.0% of United Asset Strategies Inc.’s holdings, making the stock its 8th biggest holding. United Asset Strategies Inc.’s holdings in Broadcom were worth $24,993,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently made changes to their positions in AVGO. Arthur M. Cohen & Associates LLC lifted its position in Broadcom by 0.6% during the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock valued at $1,577,000 after buying an additional 30 shares during the period. McHugh Group LLC increased its stake in shares of Broadcom by 0.4% in the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer’s stock worth $2,782,000 after acquiring an additional 31 shares in the last quarter. Redwood Financial Network Corp lifted its position in Broadcom by 1.7% during the 2nd quarter. Redwood Financial Network Corp now owns 1,939 shares of the semiconductor manufacturer’s stock valued at $535,000 after acquiring an additional 33 shares during the period. BancFirst Trust & Investment Management boosted its stake in Broadcom by 2.9% during the third quarter. BancFirst Trust & Investment Management now owns 1,235 shares of the semiconductor manufacturer’s stock worth $405,000 after acquiring an additional 35 shares in the last quarter. Finally, Heritage Oak Wealth Advisors LLC grew its holdings in Broadcom by 4.4% in the third quarter. Heritage Oak Wealth Advisors LLC now owns 837 shares of the semiconductor manufacturer’s stock worth $276,000 after purchasing an additional 35 shares during the period. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Broadcom Stock Performance

Shares of AVGO opened at $354.61 on Wednesday. The firm has a market capitalization of $1.68 trillion, a P/E ratio of 74.50, a PEG ratio of 1.19 and a beta of 1.21. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The business has a fifty day moving average of $359.57 and a 200 day moving average of $332.57.

Broadcom (NASDAQ:AVGO – Get Free Report) last posted its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. The company 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%.Broadcom’s revenue was up 28.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.42 earnings per share. As a group, sell-side analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a yield of 0.7%. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date was Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. Susquehanna reiterated a “positive” rating and set a $450.00 target price (up from $400.00) on shares of Broadcom in a report on Thursday, December 4th. TD Cowen raised their price target on shares of Broadcom from $405.00 to $450.00 and gave the company a “buy” rating in a research report on Friday, December 12th. JPMorgan Chase & Co. increased their target price on Broadcom from $400.00 to $475.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. UBS Group set a $475.00 price target on Broadcom and gave the stock a “buy” rating in a research note on Monday, December 15th. Finally, Benchmark increased their price objective on Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Three research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $438.00.

Read Our Latest Analysis on AVGO

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Bernstein reiterated an Outperform on AVGO and says competition fears around Broadcom in AI are overblown, citing leadership in AI ASICs and execution — a bullish analyst view that supports upside. Bernstein Says AI Competition Fears Around Broadcom (AVGO) Are Overblown
Positive Sentiment: Major banks (Mizuho, Goldman, BofA) named Broadcom a top chip pick for 2026 and raised price targets (range roughly $450–$500), highlighting very strong gross margins and the potential for a >$2T market cap — heavy institutional endorsement that attracts buying. Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks
Positive Sentiment: Analysts flag an AI-driven supply/demand imbalance and custom silicon upside as hyperscaler capex and memory tightness accelerate — a setup that benefits Broadcom’s ASIC/custom-chip franchises and pricing power. Broadcom, Marvell In Focus As Semiconductor Analyst Flags AI-Driven Supply Crunch
Positive Sentiment: Product news from CES — new Wi‑Fi 8 chipsets and an accelerated processing unit — refreshes the networking/wireless roadmap and supports non-GPU revenue diversification. Broadcom Inc. (AVGO) Launches new Wi-Fi Products at CES 2026
Neutral Sentiment: Coverage pieces and buy-the-dip commentary (Seeking Alpha, 24/7 Wall St., The Motley Fool-style lists) reiterate bullish narratives for growth/AI exposure but are opinion-driven — supportive but not new fundamental data. Broadcom: Buy The Dip Or Regret It Forever Best Growth Stocks to Buy in 2026
Neutral Sentiment: Zacks and other market summaries note recent intraday/near-term gains — confirms the price move but adds little incremental fundamental information. Broadcom Inc. (AVGO) Rises Higher Than Market: Key Facts
Negative Sentiment: Lingering investor concern about a margin warning from the Dec. 11 earnings release remains a potential downside catalyst — analysts and investors will watch upcoming margin commentary and software mix closely. Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks

Insider Buying and Selling at Broadcom

In other news, CEO Hock E. Tan sold 130,000 shares of the company’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $326.02, for a total value of $42,382,600.00. Following the completion of the sale, the chief executive officer directly owned 595,638 shares in the company, valued at $194,189,900.76. This represents a 17.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Henry Samueli sold 320,316 shares of the company’s stock in a transaction dated Monday, December 8th. The stock was 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 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. Insiders have sold a total of 779,901 shares of company stock valued at $284,069,237 over the last three months. Insiders own 2.00% of the company’s stock.

Broadcom Profile

(Free Report)

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.