Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Increases Stock Position in Broadcom Inc. $AVGO

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 26.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,834 shares of the semiconductor manufacturer’s stock after purchasing an additional 5,794 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s holdings in Broadcom were worth $9,583,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Sawyer & Company Inc raised its holdings 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 acquiring an additional 36 shares during the last quarter. Longfellow Investment Management Co. LLC acquired a new stake in shares of Broadcom during the second quarter valued at $27,000. Legend Financial Advisors Inc. purchased a new stake in Broadcom during the 2nd quarter worth about $28,000. Teachers Insurance & Annuity Association of America acquired a new position in Broadcom in the 2nd quarter valued at about $28,000. Finally, LGT Financial Advisors LLC purchased a new position in Broadcom in the 2nd quarter valued at about $31,000. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Broadcom

In related news, insider Charlie B. Kawwas sold 1,928 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.80, for a total transaction of $631,998.40. Following the completion of the sale, the insider owned 23,582 shares of the company’s stock, valued at approximately $7,730,179.60. This represents a 7.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Mark David Brazeal sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $347.12, for a total transaction of $10,413,600.00. Following the completion of the transaction, the insider owned 210,573 shares in the company, valued at $73,094,099.76. The trade was a 12.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 779,901 shares of company stock worth $284,069,237. Company insiders own 2.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on AVGO shares. JPMorgan Chase & Co. lifted their price target on shares of Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Mizuho set a $480.00 target price on shares of Broadcom and gave the stock an “outperform” rating in a research note on Friday, January 9th. Cowen reiterated a “buy” rating on shares of Broadcom in a report on Friday, December 12th. Wells Fargo & Company upgraded Broadcom from an “equal weight” rating to an “overweight” rating and raised their price objective for the stock from $410.00 to $430.00 in a report on Thursday. Finally, Bank of America lifted their price objective on Broadcom from $460.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Broadcom currently has a consensus rating of “Buy” and an average price target of $438.61.

Broadcom Stock Up 2.5%

Shares of NASDAQ AVGO opened at $351.71 on Friday. The stock has a market capitalization of $1.67 trillion, a PE ratio of 73.89, a P/E/G ratio of 1.15 and a beta of 1.21. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. The firm has a fifty day moving average of $358.98 and a 200-day moving average of $333.22. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61.

Broadcom (NASDAQ:AVGO) last issued its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping the consensus estimate 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 last year, the company posted $1.42 EPS. The business’s quarterly revenue was up 28.2% on a year-over-year basis. On average, analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.65 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. This is an increase from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is presently 54.62%.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Analyst bullishness around AI upside — Jefferies named Broadcom one of three chip stocks with expected earnings upside as AI demand accelerates, reinforcing growth expectations for AVGO. 3 Chip Stocks to Buy for 2026, According to an Analyst
• Positive Sentiment: Higher Wall Street targets and estimates — KeyCorp reiterated an Overweight stance with a $500 price target and raised multi-quarter EPS projections, supporting upside expectations for growth and margins. KeyCorp estimates and rating
• Positive Sentiment: Institutional buying signal — Cathie Wood’s ARK added to Broadcom, a visible endorsement for growth-oriented investors focused on AI exposure. Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
• Positive Sentiment: Sell-side defense on competitive fears — Bernstein and Seeking Alpha pieces push back on AI-competition and margin worries, reducing tail-risk narratives that could have pressured shares. Bernstein Dismisses AI Competition Fears Surrounding Broadcom (AVGO)
• Positive Sentiment: Industry tailwind — TSMC’s strong results lifted chip stocks broadly, providing positive momentum for Broadcom as investors rotate into AI/infrastructure plays. Chip stocks pop after TSMC’s earnings beat
• Neutral Sentiment: RBC initiates coverage with Sector Perform — a neutral/steadying rating that removes uncertainty but doesn’t add strong buy-side pressure. RBC Capital initiates coverage of Broadcom
• Negative Sentiment: Debt issuance may worry some investors — Broadcom filed for a $4.5B senior notes offering to fund operations and repay loans; higher leverage or signaling needs for cash can temper sentiment. Broadcom Issues $4.5B in Notes as AI Concerns Linger
• Negative Sentiment: Insider selling headlines — recent reports of ~$490M in insider sales and a CEO sale (~$24M) are being viewed negatively by some investors as a signal of management liquidity or timing. Broadcom Insiders Sold US$490m Of Shares
• Negative Sentiment: Geopolitical risk — reports that China banned Broadcom’s cybersecurity products introduce potential revenue/market-access risk in a key region. China Just Banned Broadcom’s Cybersecurity Solutions
• Negative Sentiment: Valuation concerns — Zacks highlights a high price-to-sales multiple and flags the stock as overvalued, which can pressure momentum investors. At 15.93 P/S, Broadcom Is Overvalued

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.