Bokf Na Has $87.73 Million Holdings in Broadcom Inc. $AVGO

Bokf Na grew its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 0.8% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 265,920 shares of the semiconductor manufacturer’s stock after buying an additional 2,100 shares during the period. Broadcom makes up 1.3% of Bokf Na’s investment portfolio, making the stock its 11th largest holding. Bokf Na’s holdings in Broadcom were worth $87,730,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Arthur M. Cohen & Associates LLC boosted its stake 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 worth $1,577,000 after acquiring an additional 30 shares in the last quarter. Jackson Hole Capital Partners LLC raised its holdings in shares of Broadcom by 1.4% during the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after purchasing an additional 30 shares during the period. Private Wealth Partners LLC raised its holdings in shares of Broadcom by 0.7% during the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after purchasing an additional 30 shares during the period. Planning Alternatives Ltd. ADV boosted its position in shares of Broadcom by 1.4% during the 3rd quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock worth $715,000 after purchasing an additional 30 shares in the last quarter. Finally, McHugh Group LLC grew 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 valued at $2,782,000 after buying an additional 31 shares during the period. Institutional investors own 76.43% of the company’s stock.

Broadcom Price Performance

AVGO stock opened at $341.57 on Thursday. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. The business has a 50-day simple moving average of $333.44 and a two-hundred day simple moving average of $344.21. The company has a market capitalization of $1.62 trillion, a P/E ratio of 66.71, a price-to-earnings-growth ratio of 0.79 and a beta of 1.22. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping the consensus estimate of $2.03 by $0.02. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The firm had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the prior year, the business posted $1.60 earnings per share. The company’s quarterly revenue was up 29.5% compared to the same quarter last year. Research analysts expect that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Dividend Announcement

The business 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. The ex-dividend date is Monday, March 23rd. This represents a $2.60 annualized dividend and a yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is 50.78%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on AVGO. Morgan Stanley boosted their target price on Broadcom from $462.00 to $470.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Oppenheimer raised their price objective on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. Weiss Ratings restated a “buy (b)” rating on shares of Broadcom in a report on Monday, December 29th. UBS Group set a $475.00 target price on Broadcom and gave the stock a “buy” rating in a research report on Monday, December 15th. Finally, Rosenblatt Securities lifted their price target on shares of Broadcom from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Thursday, March 5th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Broadcom presently has an average rating of “Moderate Buy” and a consensus price target of $435.30.

Insider Buying and Selling at Broadcom

In other news, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total value of $10,434,600.00. Following the completion of the sale, the chief financial officer owned 277,237 shares in the company, valued at $96,428,573.34. This represents a 9.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Mark David Brazeal sold 38,281 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total transaction of $12,542,769.65. Following the transaction, the insider directly owned 266,494 shares in the company, valued at $87,316,759.10. The trade was a 12.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 458,785 shares of company stock worth $155,508,157. Corporate insiders own 1.90% of the company’s stock.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom announced an industry-first 3nm 400G/lane optical PAM‑4 DSP (Taurus BCM83640) aimed at 1.6T transceivers and next‑gen AI networks — a direct product win into hyperscale AI data centers with meaningful TAM and upside for networking revenue. Broadcom Delivers Industry’s First 400G/lane Optical DSP
• Positive Sentiment: Management boosted forward AI visibility — saying chip-only AI revenue could exceed $100B in 2027 after a strong Q1 beat and raised guidance — supporting higher analyst targets and long‑term growth expectations. Broadcom’s AI momentum could be far from over (MarketBeat)
• Positive Sentiment: Wall Street and independent shops turned more constructive after the quarter — RBC lifted its price target and multiple research notes (Aletheia, Zacks, others) reiterated Buy/momentum views, which buoy medium‑term sentiment. RBC Lifts Broadcom Price Target
• Neutral Sentiment: Ongoing AI conferences and industry coverage (GTC, buy lists) keep Broadcom in focus as an AI infrastructure leader, but these are background catalysts rather than single‑day drivers. AI Titans at GTC 2026 (247WallSt)
• Neutral Sentiment: Short‑interest notices in recent filings contain anomalous zero/NaN figures, so there’s no clear short‑squeeze signal to move the stock based on the published data.
• Negative Sentiment: Margin risk from rising memory prices and system shipments remains a concern — MarketBeat flagged potential gross‑margin pressure unless Broadcom maintains pricing power (e.g., higher charges to large AI customers). This keeps some investors cautious despite strong top‑line AI guidance. Broadcom margin and memory-price discussion (MarketBeat)
• Negative Sentiment: Peer strength (Marvell’s big beat and aggressive guidance) highlights competition in custom silicon and could cap near‑term upside as investors rotate among top AI infrastructure names. Marvell’s big earnings win (MarketBeat)

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.