Broadcom Inc. $AVGO Holdings Increased by Deltec Asset Management LLC

Deltec Asset Management LLC lifted its stake in Broadcom Inc. (NASDAQ:AVGO) by 13.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 107,572 shares of the semiconductor manufacturer’s stock after buying an additional 12,449 shares during the quarter. Broadcom makes up 6.2% of Deltec Asset Management LLC’s holdings, making the stock its 2nd largest position. Deltec Asset Management LLC’s holdings in Broadcom were worth $37,231,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of the stock. Baring Financial LLC increased its holdings in shares of Broadcom by 2.2% in the fourth quarter. Baring Financial LLC now owns 1,359 shares of the semiconductor manufacturer’s stock valued at $470,000 after purchasing an additional 29 shares during the last quarter. Five Oceans Advisors increased its holdings in shares of Broadcom by 0.4% in the fourth quarter. Five Oceans Advisors now owns 8,191 shares of the semiconductor manufacturer’s stock valued at $2,835,000 after purchasing an additional 29 shares during the last quarter. Jackson Hole Capital Partners LLC increased its holdings in shares of Broadcom by 1.4% in the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock valued at $716,000 after purchasing an additional 30 shares during the last quarter. Private Wealth Partners LLC increased its holdings in shares of Broadcom by 0.7% in the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock valued at $1,410,000 after purchasing an additional 30 shares during the last quarter. Finally, Planning Alternatives Ltd. ADV increased its holdings in shares of Broadcom by 1.4% in the third quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer’s stock valued at $715,000 after purchasing an additional 30 shares during the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Insider Transactions at Broadcom

In other news, CFO Kirsten M. Spears sold 36,292 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the completion of the transaction, the chief financial officer directly owned 327,760 shares in the company, valued at $105,407,616. This trade represents a 9.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Mark David Brazeal sold 50,488 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.60, for a total value of $16,236,940.80. Following the transaction, the insider owned 278,141 shares of the company’s stock, valued at approximately $89,450,145.60. This represents a 15.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 324,282 shares of company stock valued at $106,425,249. Corporate insiders own 1.90% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: AI demand thesis: Bernstein says AI agent-driven chip demand is “off the charts,” implying sustained revenue upside for Broadcom’s data?center and AI product lines. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
• Positive Sentiment: Company AI positioning: Analysis argues Broadcom’s AI engine and silicon roadmap could power the next decade, supporting higher-margin, recurring revenue potential. Broadcom’s AI Engine Could Power The Next Decade
• Positive Sentiment: Macro/sector tailwind: Nasdaq strength and AI enthusiasm continue to spotlight AVGO alongside NVDA and MU as AI infrastructure winners, supporting multiple expansion potential. AI Enthusiasm Powers Nasdaq to All-Time High: 3 Stocks to Grab
• Positive Sentiment: Product catalyst: Broadcom launched a fourth wave of Wi?Fi 8 chips and a 10G PON chip, broadening its broadband TAM and offering near-term revenue diversification outside pure AI silicon. Broadcom’s New Wi-Fi 8 Push Adds Another Leg To Growth Story
• Positive Sentiment: Institutional buying: Manning & Napier increased its AVGO stake, a signal of continued confidence from some asset managers. Manning & Napier Boosts Broadcom Stake by 22,013 Shares
• Neutral Sentiment: Upcoming catalyst: Broadcom set its Q2 FY2026 earnings release and conference call for June 3 — a formal moment for management to reset guidance and could spark volatility. Broadcom Inc. to Announce Second Quarter Fiscal Year 2026 Financial Results on Wednesday, June 3, 2026
• Neutral Sentiment: Analyst sentiment/coverage: Multiple outlets note bullish analyst recommendations on AVGO; useful for flows but may already be priced in and can produce headline-driven volatility. Wall Street Bulls Look Optimistic About Broadcom Inc. (AVGO): Should You Buy?
• Negative Sentiment: Near-term price pressure: A Zacks note flags that AVGO dipped more than the broader market today — consistent with profit taking and rotation despite the positive fundamentals. Why Broadcom Inc. (AVGO) Dipped More Than Broader Market Today

Analysts Set New Price Targets

Several brokerages recently weighed in on AVGO. JPMorgan Chase & Co. increased their price objective on Broadcom from $475.00 to $500.00 and gave the stock an “overweight” rating in a research report on Thursday, March 5th. DA Davidson upgraded Broadcom to a “hold” rating in a research report on Friday, February 13th. Wolfe Research upgraded Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price objective for the company in a research report on Friday, January 30th. Wells Fargo & Company upgraded Broadcom from an “equal weight” rating to an “overweight” rating and increased their price objective for the stock from $410.00 to $430.00 in a research report on Thursday, January 15th. Finally, Zacks Research upgraded Broadcom from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 2nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Broadcom presently has an average rating of “Moderate Buy” and an average price target of $435.30.

Broadcom Trading Down 1.2%

Shares of Broadcom stock opened at $416.41 on Tuesday. The firm has a market capitalization of $1.97 trillion, a price-to-earnings ratio of 81.33, a PEG ratio of 0.87 and a beta of 1.43. Broadcom Inc. has a fifty-two week low of $195.94 and a fifty-two week high of $429.31. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.73 and a current ratio of 1.90. The stock has a 50 day moving average of $347.36 and a 200 day moving average of $349.79.

Broadcom (NASDAQ:AVGO) last released 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. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion during the quarter, compared to analyst estimates of $19.10 billion. During the same period last year, the business posted $1.60 earnings per share. The company’s quarterly revenue was up 29.5% on a year-over-year basis. As a group, research analysts predict that Broadcom Inc. will post 9.95 earnings per share for the current year.

Broadcom Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd were given a dividend of $0.65 per share. This represents a $2.60 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Monday, March 23rd. Broadcom’s dividend payout ratio (DPR) is currently 50.78%.

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.