Broadcom Inc. $AVGO is Stanley Laman Group Ltd.’s 7th Largest Position

Stanley Laman Group Ltd. grew its stake in Broadcom Inc. (NASDAQ:AVGO) by 132.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 34,385 shares of the semiconductor manufacturer’s stock after purchasing an additional 19,589 shares during the quarter. Broadcom comprises 1.6% of Stanley Laman Group Ltd.’s holdings, making the stock its 7th biggest position. Stanley Laman Group Ltd.’s holdings in Broadcom were worth $11,344,000 as of its most recent SEC filing.

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

Broadcom Price Performance

Shares of Broadcom stock opened at $332.48 on Friday. The stock has a market cap of $1.58 trillion, a P/E ratio of 69.85, a P/E/G ratio of 1.16 and a beta of 1.21. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. The stock’s fifty day moving average is $360.22 and its 200 day moving average is $329.83. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The business had revenue of $18.02 billion during the quarter, compared to analysts’ expectations of $17.46 billion. During the same quarter in the prior year, the business posted $1.42 earnings per share. The business’s quarterly revenue was up 28.2% on a year-over-year basis. Sell-side analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were issued a dividend of $0.65 per share. This is an increase from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s payout ratio is presently 54.62%.

Insider Activity

In related news, insider Mark David Brazeal sold 38,281 shares of Broadcom stock in a transaction on 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 owned 266,494 shares in the company, valued at approximately $87,316,759.10. The trade was a 12.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Henry Samueli sold 320,316 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $400.53, for a total transaction of $128,296,167.48. Following the completion of the transaction, the director directly owned 37,326,540 shares of the company’s stock, valued at $14,950,399,066.20. This represents a 0.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 780,701 shares of company stock valued at $284,349,357. Company insiders own 2.00% of the company’s stock.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Quarterly results beat estimates and revenue growth provide a fundamental tailwind; strong margins and cash flow support the longer‑term story for AVGO. Record earnings and demand
• Positive Sentiment: Product/AI strategy: Broadcom launched a next‑gen Wi‑Fi 8 platform and APU aimed at AI-era connectivity, reinforcing its positioning in networking and AI infrastructure — a multi‑quarter revenue driver. Wi‑Fi 8 expands connectivity portfolio
• Neutral Sentiment: Analyst and editorial coverage remains mixed but constructive over a multi‑quarter view: several pieces highlight AVGO as an AI/infra compounder whose AI monetization may be more meaningful in H2 2026 — helpful for medium‑term estimates but not an immediate catalyst. Seeking Alpha valuation piece
• Negative Sentiment: Insider selling by senior management has spooked some investors: CEO Hock E. Tan sold 70,000 shares (~$24.3M) and director Mark Brazeal sold 30,000 shares (~$10.4M) on Jan. 6 — filings are public and the transactions have been cited in market coverage as a near‑term negative. CEO Form 4 Director Form 4
• Negative Sentiment: Near‑term guidance/margin concerns and valuation pressure after a large 2025 run have prompted selling in the short term; coverage and headlines are emphasizing the margin guidance softness as the primary driver of recent weakness. Why shares are falling

Analysts Set New Price Targets

AVGO has been the topic of several research analyst reports. Wall Street Zen upgraded shares of Broadcom from a “hold” rating to a “buy” rating in a research note on Saturday, December 13th. Bank of America increased their price objective on shares of Broadcom from $460.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Susquehanna reaffirmed a “positive” rating and issued a $450.00 target price (up previously from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. Benchmark increased their price target on Broadcom from $385.00 to $485.00 and gave the company a “buy” rating in a report on Friday, December 12th. Finally, Deutsche Bank Aktiengesellschaft set a $430.00 price target on Broadcom and gave the stock a “buy” rating in a research note on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $436.89.

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.