Silver Oak Securities Incorporated Raises Position in Broadcom Inc. $AVGO

Silver Oak Securities Incorporated lifted its position in Broadcom Inc. (NASDAQ:AVGO) by 19.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 35,074 shares of the semiconductor manufacturer’s stock after buying an additional 5,600 shares during the period. Broadcom comprises 0.9% of Silver Oak Securities Incorporated’s portfolio, making the stock its 22nd largest holding. Silver Oak Securities Incorporated’s holdings in Broadcom were worth $11,571,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in AVGO. Brighton Jones LLC lifted its holdings in shares of Broadcom by 21.8% during the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after purchasing an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Broadcom by 10.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after buying an additional 756 shares during the last quarter. United Bank raised its position in Broadcom by 76.5% in the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after buying an additional 1,014 shares during the last quarter. Sciencast Management LP lifted its stake in Broadcom by 393.1% during the 1st quarter. Sciencast Management LP now owns 9,373 shares of the semiconductor manufacturer’s stock valued at $1,569,000 after acquiring an additional 7,472 shares during the period. Finally, Caxton Associates LLP purchased a new stake in shares of Broadcom during the 1st quarter valued at about $2,004,000. Institutional investors own 76.43% of the company’s stock.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: BofA named Broadcom among top chip stocks to “ride the wave,” reinforcing institutional conviction that AVGO will benefit from continued AI and data‑center spending. Nvidia, Broadcom, AMD among BofA’s top chip stocks to ‘ride the wave’
• Positive Sentiment: Product catalyst — Broadcom launched a unified Wi‑Fi 8 platform aimed at enabling seamless AI experiences in homes, which expands addressable markets in connectivity/edge AI and supports future revenue streams. Broadcom Launches Unified Wi-Fi 8 Platform for Seamless AI Experiences in Homes
• Positive Sentiment: Analyst/coverage momentum and inclusion on AI stock watchlists (e.g., Motley Fool) are lifting consensus targets and keep demand steady from growth‑oriented funds — a bullish backdrop for medium‑term upside. 3 Best Artificial Intelligence Stocks to Buy in January
• Positive Sentiment: InsiderTrades/MarketBeat note institutional accumulation continued entering 2026 despite some insider profit‑taking, which supports the view that large holders are positioning for Broadcom’s custom ASIC/GPU growth. The AI Tech Paradox: Insiders Sell, the Case for Buying Gets Stronger (AVGO)
• Neutral Sentiment: Zacks and other outlets flag AVGO as a trending/buy candidate but focus on timing and valuation — useful for investors evaluating entry points but not new fundamental news. Is Trending Stock Broadcom Inc. (AVGO) a Buy Now?
• Neutral Sentiment: Valuation reviews and analyst pieces assessing recent share‑price softness are keeping trading volatile until next earnings/guidance provide clarity; this increases short‑term uncertainty. Broadcom (AVGO): Assessing Valuation After Recent Share Price Softness and Multi‑Year Run
• Negative Sentiment: Seeking Alpha warns the AI hype may not justify current multiples — a direct valuation critique that can amplify downside if revenue/guidance disappoint. Broadcom: The AI Hype Can’t Sustain This Price
• Negative Sentiment: CFO Kirsten Spears sold 30,000 shares (SEC filing), a sizeable insider sale that may create short‑term selling pressure or investor questions about timing, even if described as routine monetization. SEC Form 4 — Kirsten M. Spears

Insider Activity at Broadcom

In other news, Director Harry L. You acquired 1,000 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were purchased at an average cost of $325.13 per share, for a total transaction of $325,130.00. Following the transaction, the director directly owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. This trade represents a 2.81% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Kirsten M. Spears sold 30,000 shares of Broadcom stock in a transaction on 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 approximately $96,428,573.34. This trade represents a 9.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 680,701 shares of company stock worth $249,624,757 in the last 90 days. Insiders own 2.00% of the company’s stock.

Analysts Set New Price Targets

AVGO has been the subject of several research reports. KeyCorp reissued an “overweight” rating and set a $500.00 price objective (up from $460.00) on shares of Broadcom in a report on Friday, December 12th. Robert W. Baird set a $420.00 target price on shares of Broadcom in a research report on Friday, December 12th. Morgan Stanley boosted their target price on shares of Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Oppenheimer raised their price target on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research note on Friday, December 12th. Finally, Barclays reiterated an “overweight” rating and set a $500.00 price objective (up previously from $450.00) on shares of Broadcom in a research report on Friday, December 12th. Three 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 stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $436.89.

Broadcom Trading Up 0.1%

Shares of AVGO stock opened at $343.77 on Wednesday. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The company has a market cap of $1.63 trillion, a price-to-earnings ratio of 72.22, a PEG ratio of 1.16 and a beta of 1.21. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The firm has a fifty day moving average price of $361.95 and a 200-day moving average price of $329.71.

Broadcom (NASDAQ:AVGO) last released its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, beating the consensus estimate 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 quarterly revenue was up 28.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.42 earnings per share. As a group, equities analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a $0.65 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $2.60 annualized dividend and a yield of 0.8%. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s payout ratio is currently 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.