Chilton Investment Co. Inc. Buys 4,899 Shares of Broadcom Inc. $AVGO

Chilton Investment Co. Inc. increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 16.1% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 35,413 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,899 shares during the period. Chilton Investment Co. Inc.’s holdings in Broadcom were worth $11,683,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in AVGO. Capital Counsel LLC NY purchased a new stake in Broadcom in the 2nd quarter worth approximately $221,000. Waterloo Capital L.P. grew its position in shares of Broadcom by 7.0% during the 2nd quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock valued at $13,331,000 after purchasing an additional 3,180 shares in the last quarter. Providence First Trust Co grew its position in shares of Broadcom by 1,099.3% during the 3rd quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock valued at $2,944,000 after purchasing an additional 8,179 shares in the last quarter. RiverFront Investment Group LLC increased its holdings in shares of Broadcom by 107.6% in the second quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock worth $4,555,000 after purchasing an additional 8,566 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. raised its position in shares of Broadcom by 3.4% in the third quarter. Whittier Trust Co. of Nevada Inc. now owns 323,587 shares of the semiconductor manufacturer’s stock worth $109,492,000 after buying an additional 10,786 shares in the last quarter. Institutional investors own 76.43% of the company’s stock.

Broadcom Stock Down 4.1%

Shares of AVGO opened at $322.16 on Friday. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The stock has a 50 day simple moving average of $332.73 and a two-hundred day simple moving average of $344.67. The firm has a market cap of $1.53 trillion, a P/E ratio of 62.92, a P/E/G ratio of 0.74 and a beta of 1.22.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping the consensus estimate of $2.03 by $0.02. The firm had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The business’s revenue was up 29.5% compared to the same quarter last year. During the same period last year, the firm posted $1.60 earnings per share. On average, analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 23rd will be given a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Broadcom’s dividend payout ratio (DPR) is presently 50.78%.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom says it is now shipping the world’s first 102.4 Tbps switch in production volume, reinforcing its leadership in high‑performance networking for AI datacenters and supporting long‑term revenue potential from AI infrastructure. Broadcom Now Shipping World’s First 102.4 Tbps Switch in Production Volume
• Positive Sentiment: Wall Street remains constructive: Morgan Stanley raised its price target (keeps Overweight) and MarketBeat notes fresh analyst upside estimates after a strong quarter — supportive for medium‑term upside. Morgan Stanley Raises PT on Broadcom, Keeps Overweight Rating
• Positive Sentiment: Broadcom projects very large AI opportunity (>$100B target for AI chip revenue in 2027) and multiple bullish writeups argue AI momentum will drive strong cash flow and share gains versus peers. These projections fuel the bullish fundamental case. Broadcom (AVGO) Rises on AI Chip Sales Forecasts for 2027
• Positive Sentiment: Company is actively repurchasing stock (recent big quarterly buyback and a new $10B authorization), signaling management confidence and providing demand support for the share price. Berkshire, Broadcom & Nucor Are Reving Their Buyback Engines
• Neutral Sentiment: Broadcom showcased an end‑to‑end AI infrastructure portfolio at OFC 2026 (XPUs, optics, PCIe, etc.), a marketing/technical win that supports product breadth but has unclear short‑term revenue impact. Broadcom Showcases Industry-Leading Solutions for Scaling AI Infrastructure at OFC 2026
• Neutral Sentiment: Reported short‑interest data in filings appears anomalous/unstable (zero‑share entries), so it is not a reliable explanation for intraday moves. Market data / short interest
• Negative Sentiment: Critical analysis warns there’s a “catch” to the $100B AI vision — competition (Nvidia), execution risk, timing and margin assumptions could make that target hard to realize quickly; such skepticism can prompt selling by investors expecting immediate payoff. There’s A Catch To Broadcom’s $100B AI Vision
• Negative Sentiment: Macro/market factors (recent tech rotation, geopolitical and commodity‑driven volatility) and valuation concerns (high P/E versus peers after the run‑up) are increasing near‑term downside pressure as investors trim positions. Broadcom’s AI Momentum Could Be Far From Over

Wall Street Analyst Weigh In

AVGO has been the subject of several research analyst reports. Deutsche Bank Aktiengesellschaft set a $430.00 price objective on Broadcom and gave the company a “buy” rating in a research note on Friday, December 12th. Piper Sandler restated an “overweight” rating and issued a $430.00 target price (up from $375.00) on shares of Broadcom in a research note on Friday, December 12th. Truist Financial raised their price target on Broadcom from $510.00 to $545.00 and gave the company a “buy” rating in a report on Thursday, March 5th. JPMorgan Chase & Co. lifted their price target on Broadcom from $475.00 to $500.00 and gave the company an “overweight” rating in a research report on Thursday, March 5th. Finally, Citigroup boosted their price objective on Broadcom from $458.00 to $475.00 and gave the stock a “buy” rating in a report on Thursday, March 5th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Broadcom has a consensus rating of “Moderate Buy” and a consensus target price of $435.30.

Insiders Place Their Bets

In other news, insider Charlie B. Kawwas sold 1,928 shares of Broadcom stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total value of $631,998.40. Following the transaction, the insider owned 23,582 shares in the company, valued at approximately $7,730,179.60. The trade was a 7.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Harry L. You bought 1,000 shares of the stock in a transaction dated Thursday, December 18th. The stock was bought at an average cost of $325.13 per share, with a total value of $325,130.00. Following the purchase, the director owned 36,602 shares in the company, valued at $11,900,408.26. The trade was a 2.81% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold a total of 458,785 shares of company stock valued at $155,508,157 over the last three months. 1.90% of the stock is currently owned by company insiders.

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.