Broadcom Inc. $AVGO Shares Sold by Toth Financial Advisory Corp

Toth Financial Advisory Corp lessened its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 4.8% during the fourth quarter, HoldingsChannel reports. The fund owned 32,594 shares of the semiconductor manufacturer’s stock after selling 1,643 shares during the period. Broadcom comprises approximately 1.2% of Toth Financial Advisory Corp’s investment portfolio, making the stock its 23rd biggest holding. Toth Financial Advisory Corp’s holdings in Broadcom were worth $11,281,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of AVGO. Teachers Insurance & Annuity Association of America acquired a new position in Broadcom during the second quarter worth $28,000. JCIC Asset Management Inc. acquired a new position in Broadcom during the third quarter worth $31,000. Miller Global Investments LLC acquired a new position in Broadcom during the fourth quarter worth $31,000. Manning & Napier Advisors LLC acquired a new position in Broadcom during the third quarter worth $34,000. Finally, Evolution Wealth Management Inc. acquired a new position in Broadcom during the second quarter worth $36,000. Institutional investors and hedge funds own 76.43% of the company’s stock.

Broadcom Stock Up 5.0%

Broadcom stock opened at $350.63 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 firm has a market capitalization of $1.66 trillion, a price-to-earnings ratio of 68.48, a price-to-earnings-growth ratio of 0.67 and a beta of 1.24. Broadcom Inc. has a fifty-two week low of $157.51 and a fifty-two week high of $414.61. The stock’s fifty day moving average is $324.89 and its two-hundred day moving average is $342.78.

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

Broadcom Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Monday, March 23rd were paid a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. Broadcom’s dividend payout ratio (DPR) is presently 50.78%.

Wall Street Analysts Forecast Growth

AVGO has been the topic of a number of recent analyst reports. Robert W. Baird set a $420.00 price objective on Broadcom in a report on Friday, December 12th. Barclays reissued an “overweight” rating and issued a $500.00 target price (up from $450.00) on shares of Broadcom in a report on Friday, December 12th. The Goldman Sachs Group reissued a “buy” rating and issued a $450.00 target price on shares of Broadcom in a report on Monday, January 5th. Seaport Research Partners reissued a “neutral” rating on shares of Broadcom in a report on Wednesday. Finally, UBS Group set a $475.00 target price on Broadcom and gave the company a “buy” rating in a report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Broadcom presently has a consensus rating of “Moderate Buy” and a consensus target price of $435.30.

Insider Buying and Selling

In related news, CFO Kirsten M. Spears sold 36,292 shares of the stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the sale, the chief financial officer owned 327,760 shares of the company’s stock, valued at $105,407,616. This trade represents a 9.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Charlie B. Kawwas sold 39,116 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.61, for a total value of $12,580,096.76. Following the sale, the insider directly owned 74,626 shares in the company, valued at approximately $24,000,467.86. The trade was a 34.39% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 273,049 shares of company stock worth $88,300,115 in the last ninety days. 1.90% of the stock is currently owned by insiders.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom secured multi‑year TPU and networking supply deals with Google and Anthropic, locking in design/supply agreements through 2031 and expanding its role as a core AI infrastructure partner — a key reason investors are bidding the stock higher. Broadcom (AVGO) Surges on Multi‑Billion Dollar AI Chip Partnerships with Google and Anthropic
• Positive Sentiment: Anthropic will access ~3.5 GW of TPU‑based compute beginning in 2027 (part of a larger commitment). That scale, plus rapid Anthropic revenue growth, supports meaningful long‑term AI revenue upside for Broadcom. Anthropic’s Deal With Broadcom Gets AVGO Stock Trending Overnight
• Positive Sentiment: Analysts and commentators are upgrading or reaffirming conviction: Rosenblatt keeps a high $500 price target and research outlets highlight Broadcom as an AI infrastructure enabler alongside Micron. Those endorsements are supporting sentiment. Rosenblatt Buy Rating / Price Target Zacks: Micron and Broadcom
• Neutral Sentiment: Broadcom announced a product launch (Arcot Smart Ruleset) expanding its payments/security software portfolio — strategic but not game‑changing for near‑term revenue vs. the AI deals. Arcot Smart Ruleset Launch
• Neutral Sentiment: Management change: reports of a new CFO introduce some execution/transition risk but are not yet tied to guidance changes. Monitor commentary from the company. Broadcom is getting a new CFO
• Negative Sentiment: Seaport Global cut AVGO to Neutral, warning the AI chip rally may be overextended; that downgrade is a headwind that can cap near‑term upside. Seaport Downgrade
• Negative Sentiment: Other analysts have trimmed ratings (Erste downgraded to Hold) and flagged slower growth in the software segment — reminders that not all parts of Broadcom’s business are accelerating. Downgrade and Software Growth Concerns

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.