Montis Financial LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,175 shares of the semiconductor manufacturer’s stock, valued at approximately $1,047,000.
Other institutional investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC purchased a new stake in Broadcom during the second quarter worth $27,000. Legend Financial Advisors Inc. acquired a new position in shares of Broadcom during the 2nd quarter worth $28,000. Teachers Insurance & Annuity Association of America purchased a new stake in shares of Broadcom in the 2nd quarter worth about $28,000. LGT Financial Advisors LLC acquired a new stake in Broadcom in the 2nd quarter valued at about $31,000. Finally, New England Capital Financial Advisors LLC purchased a new position in Broadcom during the 2nd quarter valued at about $31,000. Hedge funds and other institutional investors own 76.43% of the company’s stock.
Key Stories Impacting Broadcom
Here are the key news stories impacting Broadcom this week:
- Positive Sentiment: JPMorgan named Broadcom among its favorite chip stocks heading into earnings, reinforcing confidence in AVGO’s AI exposure and earnings upside. Nvidia, Broadcom, Micron among JPMorgan’s favorite chip stocks going into earnings
- Positive Sentiment: Citi also lists Broadcom as a top pick into earnings, and multiple sell-side firms (Wells Fargo, Mizuho and others) have recently issued bullish notes and raised targets — supporting medium-term upside tied to AI and data-center demand. Nvidia, Broadcom, NXP, Analog Devices are Citi’s top picks going into earnings
- Positive Sentiment: MarketBeat highlights TSMC’s strong AI-accelerator guidance and Meta’s “Meta Compute” initiative as potential structural tailwinds for Broadcom’s custom AI chips and networking products — a fundamental support for longer-term revenue growth. Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom
- Neutral Sentiment: Several write-ups discuss valuation and whether AVGO remains reasonably priced after a multi-year rally; these notes provide context but don’t change the upside catalysts. Is Broadcom (AVGO) Still Reasonably Priced After A 7x Run In Five Years
- Neutral Sentiment: Opinion and strategy pieces (Zacks, Forbes, 247WallSt) reiterate Broadcom’s AI exposure and growth profile; these can support investor conviction but highlight differing views on timing and valuation. Here is Why Growth Investors Should Buy Broadcom Inc. (AVGO) Now
- Negative Sentiment: Broadcom underperformed peers in today’s session and lagged as the broader market gained, a sign of short-term profit-taking and relative weakness versus some AI leaders. Broadcom Inc. stock underperforms Wednesday when compared to competitors
- Negative Sentiment: RBC initiated coverage at Sector Perform and flagged margin and valuation risks despite AI upside — a reminder that cost structure and pricing in AI infrastructure could pressure near-term margins. RBC initiates Broadcom (AVGO) at sector perform, flags margin and valuation risks despite AI upside
- Negative Sentiment: Social/aggregate coverage (Quiver/AI chatter) highlights heavy insider selling over the last 6 months and mentions geopolitical and margin concerns — these narratives can amplify short-term volatility. Broadcom Inc. Stock (AVGO) Opinions on AI Deals and Geopolitical Risks
Wall Street Analysts Forecast Growth
View Our Latest Stock Analysis on AVGO
Broadcom Price Performance
AVGO stock opened at $328.80 on Thursday. The stock has a market capitalization of $1.56 trillion, a price-to-earnings ratio of 69.08, a price-to-earnings-growth ratio of 1.10 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. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. The stock’s fifty day simple moving average is $357.93 and its 200-day simple moving average is $335.05.
Broadcom (NASDAQ:AVGO – Get Free Report) last released 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. The firm had revenue of $18.02 billion for the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm’s revenue for the quarter was up 28.2% compared to the same quarter last year. During the same period in the prior year, the business posted $1.42 earnings per share. Equities research analysts expect that Broadcom Inc. will post 5.38 EPS for the current year.
Broadcom Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a $0.65 dividend. The ex-dividend date was Monday, December 22nd. 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 yield of 0.8%. Broadcom’s payout ratio is presently 54.62%.
Insider Activity at Broadcom
In other news, CEO Hock E. Tan sold 130,000 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the completion of the sale, the chief executive officer directly owned 595,638 shares of the company’s stock, valued at $194,189,900.76. The trade was a 17.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Henry Samueli sold 320,316 shares of the stock in a transaction on Monday, December 8th. The stock was sold at an average price of $400.53, for a total value of $128,296,167.48. Following the completion of the transaction, the director directly owned 37,326,540 shares in the company, valued at $14,950,399,066.20. This trade represents a 0.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 779,901 shares of company stock worth $284,069,237. 2.00% 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.
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