Union Bancaire Privee UBP SA Has $239.34 Million Stake in Broadcom Inc. $AVGO

Union Bancaire Privee UBP SA raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 16.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 680,944 shares of the semiconductor manufacturer’s stock after buying an additional 98,194 shares during the period. Broadcom comprises approximately 3.6% of Union Bancaire Privee UBP SA’s portfolio, making the stock its 6th largest position. Union Bancaire Privee UBP SA’s holdings in Broadcom were worth $239,342,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Longfellow Investment Management Co. LLC bought a new position in shares of Broadcom in the second quarter worth approximately $27,000. Teachers Insurance & Annuity Association of America purchased a new position in shares of Broadcom in the second quarter valued at about $28,000. JCIC Asset Management Inc. purchased a new position in shares of Broadcom in the third quarter valued at about $31,000. Manning & Napier Advisors LLC bought a new position in shares of Broadcom during the third quarter valued at about $34,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Broadcom during the second quarter worth about $36,000. 76.43% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently issued reports on AVGO. Sanford C. Bernstein restated an “outperform” rating and set a $475.00 price target (up from $400.00) on shares of Broadcom in a report on Friday, December 12th. Truist Financial boosted their target price on Broadcom from $510.00 to $545.00 and gave the company a “buy” rating in a research note on Thursday, March 5th. Morgan Stanley raised their price target on Broadcom from $462.00 to $470.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. UBS Group set a $475.00 price target on shares of Broadcom and gave the company a “buy” rating in a report on Monday, December 15th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Broadcom from $475.00 to $500.00 and gave the stock an “overweight” rating in a report on Thursday, March 5th. One investment 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 stock. Based on data from MarketBeat.com, Broadcom currently has an average rating of “Moderate Buy” and a consensus price target of $435.30.

Broadcom Trading Down 2.9%

Broadcom stock opened at $310.51 on Friday. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The company has a market capitalization of $1.47 trillion, a price-to-earnings ratio of 60.65, a price-to-earnings-growth ratio of 0.69 and a beta of 1.22. The business’s fifty day simple moving average is $330.43 and its two-hundred day simple moving average is $344.98. The company has a current ratio of 1.90, a quick ratio of 1.73 and a debt-to-equity ratio of 0.80.

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

Broadcom Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd will be issued a $0.65 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $2.60 annualized dividend and a yield of 0.8%. Broadcom’s payout ratio is 50.78%.

Insiders Place Their Bets

In related news, CFO Kirsten M. Spears sold 36,292 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the completion of the sale, the chief financial officer owned 327,760 shares of the company’s stock, valued at $105,407,616. This trade represents a 9.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Mark David Brazeal sold 50,488 shares of the company’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $16,236,940.80. Following the completion of the transaction, the insider directly owned 278,141 shares in the company, valued at $89,450,145.60. This trade represents a 15.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 528,970 shares of company stock valued at $177,150,321. 1.90% of the stock is owned by company insiders.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom began production‑volume shipments of the Tomahawk‑6 102.4 Tbps switch — a commercialization milestone that supports near‑term revenue from AI networking buildouts. Tomahawk‑6 Production Volume Shipping
• Positive Sentiment: Broadcom announced shipping the industry’s first end‑to‑end post‑quantum‑cryptography (PQC) safe, in‑flight network encryption solution — a product win that can expand enterprise networking addressable market. PQC Network Encryption Shipping
• Positive Sentiment: Quarterly results and commentary point to heavy AI-driven demand (semiconductor AI revenue up materially and hyperscaler ramps) and management guidance implying faster top‑line growth into Q2 — a tailwind for earnings expectations. Q1 Results & Guidance
• Positive Sentiment: Public confirmation of a custom‑chip relationship with Meta (MTIA) and new optical/400G products strengthen Broadcom’s positioning in hyperscaler AI networking and XPU ecosystems. Meta MTIA & Optical Tech
• Neutral Sentiment: Analyst reaction is mixed — several price‑target raises and bullish notes coexist with critical takes; consensus remains a “Moderate Buy” but creates two‑way trading pressure. Analyst Activity
• Negative Sentiment: Clustered insider selling: multiple executives (including CFO Kirsten Spears and other officers) sold large blocks on March 16–17, which can sap investor confidence and pressure the tape short‑term. Kirsten M. Spears Form 4 (SEC)
• Negative Sentiment: Cloud industry group has petitioned EU regulators for an interim measure over Broadcom’s changes to VMware programs, raising regulatory/legal uncertainty in Europe around its software franchise. EU Interim Measure Request (Reuters)
• Negative Sentiment: Technical downside risk: chart analysts flag a nine‑week symmetrical triangle with a potential breakdown and growing bearish momentum — this can amplify selling if key supports fail. Technical Breakdown Signal

Broadcom 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.