Signature Estate & Investment Advisors LLC Has $80.48 Million Stake in Broadcom Inc. $AVGO

Signature Estate & Investment Advisors LLC reduced its holdings in Broadcom Inc. (NASDAQ:AVGO) by 3.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 243,934 shares of the semiconductor manufacturer’s stock after selling 9,894 shares during the period. Broadcom accounts for about 1.7% of Signature Estate & Investment Advisors LLC’s portfolio, making the stock its 15th largest holding. Signature Estate & Investment Advisors LLC’s holdings in Broadcom were worth $80,476,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Brighton Jones LLC raised its stake in shares of Broadcom by 21.8% during the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $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% during the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after acquiring an additional 756 shares in the last quarter. United Bank raised its position in Broadcom by 76.5% during the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after acquiring an additional 1,014 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Broadcom by 10.1% in the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock valued at $3,499,000 after acquiring an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC grew its position in shares of Broadcom by 10.5% in the 2nd quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after acquiring an additional 378 shares during the period. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

AVGO has been the subject of several recent analyst reports. Royal Bank Of Canada assumed coverage on shares of Broadcom in a research note on Wednesday, January 14th. They issued a “sector perform” rating and a $370.00 target price for the company. Susquehanna reiterated a “positive” rating and set a $450.00 target price (up from $400.00) on shares of Broadcom in a research note on Thursday, December 4th. Sanford C. Bernstein restated an “outperform” rating and issued a $475.00 price target (up previously from $400.00) on shares of Broadcom in a research note on Friday, December 12th. UBS Group set a $475.00 price objective on shares of Broadcom and gave the stock a “buy” rating in a research report on Monday, December 15th. Finally, Evercore upped their price objective on shares of Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a report on Wednesday, October 15th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $437.28.

Insiders Place Their Bets

In related news, CEO Hock E. Tan sold 70,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total value of $24,311,000.00. Following the completion of the sale, the chief executive officer directly owned 132,836 shares in the company, valued at approximately $46,133,942.80. The trade was a 34.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Harry L. You acquired 1,000 shares of the stock in a transaction on Thursday, December 18th. The shares were bought at an average price of $325.13 per share, for a total transaction of $325,130.00. Following the purchase, the director owned 36,602 shares in the company, valued at approximately $11,900,408.26. This trade represents a 2.81% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have sold 779,901 shares of company stock worth $284,069,237. 2.00% of the stock is currently owned by insiders.

Broadcom Stock Performance

NASDAQ:AVGO opened at $342.76 on Thursday. The stock has a 50 day simple moving average of $346.17 and a 200 day simple moving average of $340.08. The stock has a market cap of $1.63 trillion, a P/E ratio of 72.01, a PEG ratio of 1.10 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 company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data 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 firm had revenue of $18.02 billion for the quarter, compared to analysts’ expectations of $17.46 billion. During the same quarter last year, the business earned $1.42 EPS. The company’s quarterly revenue was up 28.2% compared to the same quarter last year. Research analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

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

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: UBS reiterates bullish view, saying Broadcom’s AI momentum should extend through 2028 and highlighting strong server demand that supports revenue durability even if near-term upside for consensus earnings is limited. UBS Remains Bullish on Broadcom
• Positive Sentiment: Broadcom launched Wi‑Fi 8 chips, extending its AI networking story into enterprise infrastructure — reinforcing product-led revenue drivers outside traditional data-center ASICs. Broadcom Wi Fi 8 Launch
• Positive Sentiment: Press and analysis (Barron’s) position Broadcom as the biggest competitive threat to Nvidia in certain AI chip segments, which supports a narrative of durable secular demand and potential market-share gains. Nvidia and Broadcom’s AI Chips
• Positive Sentiment: A U.S. large-cap growth strategy (SGA) publicly highlighted Broadcom as a core holding, signaling institutional conviction among growth managers. SGA Bets on Broadcom
• Neutral Sentiment: Short-interest reports in the feed appear to be erroneous (showing 0 shares / NaN change); no actionable short-squeeze signal is evident from these entries.
• Neutral Sentiment: Coverage pieces and comparison articles (e.g., vs. AMD, Zacks trending notes) are generating investor attention but mostly reiterate AI growth thematic exposure rather than new catalysts. Broadcom Vs. AMD
• Negative Sentiment: Several institutional managers trimmed positions — Morningstar Investment Management sharply cut its stake and Intermede trimmed holdings — which can add selling pressure and signal rebalancing at some funds. Morningstar Cuts Stake Intermede Trims Stake
• Negative Sentiment: Technical/commentary pieces warn of a “risky pattern” despite tailwinds, which may prompt momentum traders to be cautious or take profits. Risky Pattern Warning

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.