WESPAC Advisors SoCal LLC Has $20.87 Million Stock Holdings in Broadcom Inc. $AVGO

WESPAC Advisors SoCal LLC grew its holdings in Broadcom Inc. (NASDAQ:AVGO) by 3.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 63,264 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,828 shares during the quarter. Broadcom comprises 4.2% of WESPAC Advisors SoCal LLC’s portfolio, making the stock its 2nd biggest holding. WESPAC Advisors SoCal LLC’s holdings in Broadcom were worth $20,872,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in AVGO. Sawyer & Company Inc lifted its holdings in shares of Broadcom by 62.1% during 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 during the last quarter. Longfellow Investment Management Co. LLC bought a new position in Broadcom during the second quarter worth $27,000. Legend Financial Advisors Inc. bought a new position in Broadcom during the second quarter worth $28,000. Teachers Insurance & Annuity Association of America acquired a new position in Broadcom during the 2nd quarter valued at $28,000. Finally, LGT Financial Advisors LLC bought a new stake in Broadcom in the 2nd quarter valued at $31,000. 76.43% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

AVGO has been the topic of several research reports. JPMorgan Chase & Co. boosted their price objective on shares of Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Oppenheimer lifted their target price on Broadcom from $435.00 to $450.00 and gave the stock an “outperform” rating in a research report on Friday, December 12th. Truist Financial upped their price target on Broadcom from $500.00 to $510.00 and gave the company a “buy” rating in a report on Friday, December 19th. Robert W. Baird set a $420.00 price objective on Broadcom in a report on Friday, December 12th. Finally, Citigroup restated a “buy” rating and set a $480.00 price objective (up from $415.00) on shares of Broadcom in a research report on Friday, December 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Buy” and a consensus target price of $438.00.

Broadcom Stock Performance

NASDAQ AVGO opened at $344.97 on Friday. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $414.61. The company has a 50 day moving average of $359.72 and a 200-day moving average of $330.46. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The firm has a market cap of $1.64 trillion, a price-to-earnings ratio of 72.47, a PEG ratio of 1.12 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last released 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 for the quarter, compared to analyst estimates of $17.46 billion. During the same period in the prior year, the company earned $1.42 EPS. Broadcom’s revenue for the quarter was up 28.2% on a year-over-year basis. On average, equities analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a $0.65 dividend. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, December 22nd. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

More Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: High‑profile endorsement: Jim Cramer said he’d rather own Broadcom, which can boost retail/inflow interest and support short‑term buying momentum. Jim Cramer says he’d rather own Broadcom (AVGO)
• Positive Sentiment: Bullish analyst action: Goldman Sachs added AVGO to its US Conviction List and kept a buy stance with a $450 price target, providing institutional endorsement that can support longer‑term demand. Goldman Sachs Conviction List
• Positive Sentiment: AI/infra second‑half catalyst: MarketBeat highlights Broadcom’s AI‑infrastructure exposure and argues monetization is likely to accelerate in H2 2026, supporting the case for continued medium‑term earnings growth. 3 Tech Stocks Positioned for the Next Leg of the Bull Market (AVGO)
• Neutral Sentiment: Valuation and historical volatility context: A Forbes piece reviews how far AVGO has fallen in past drawdowns, useful for risk sizing but not an immediate catalyst. Broadcom Stock Is Falling. How Low Has It Historically Dropped?
• Neutral Sentiment: Valuation/undervaluation debate: Commentary (Seeking Alpha) argues Broadcom can close an undervaluation gap in 2026 — constructive long term but not a trigger for immediate upside. Broadcom: Ready To Close Undervaluation Gap In 2026
• Negative Sentiment: Insider selling: CEO Hock E. Tan sold 70,000 shares and director Mark Brazeal sold 30,000 shares on Jan. 6; large insider sales are being cited in coverage and can spook short‑term traders. CEO Form 4 Director Form 4
• Negative Sentiment: Near‑term margin/guidance worries: Recent guidance flagged some gross‑margin pressure for 2026, which analysts and media say explains recent selling despite strong Q4 results — this is the primary near‑term negative. Why Broadcom (AVGO) shares are falling today

Insider Activity at Broadcom

In other Broadcom news, insider Mark David Brazeal sold 38,281 shares of the 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 sale, the insider owned 266,494 shares of the company’s stock, valued at $87,316,759.10. This represents a 12.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Kirsten M. Spears sold 30,000 shares of the business’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the completion of the transaction, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. This represents a 9.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 780,701 shares of company stock worth $284,349,357 in the last 90 days. Corporate insiders own 2.00% of the company’s stock.

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.