Commerzbank Aktiengesellschaft FI Acquires 2,064 Shares of Broadcom Inc. $AVGO

Commerzbank Aktiengesellschaft FI raised its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 0.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 434,316 shares of the semiconductor manufacturer’s stock after buying an additional 2,064 shares during the quarter. Broadcom comprises approximately 2.8% of Commerzbank Aktiengesellschaft FI’s holdings, making the stock its 13th largest position. Commerzbank Aktiengesellschaft FI’s holdings in Broadcom were worth $134,425,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. ROSS JOHNSON & Associates LLC grew its stake in Broadcom by 1,320.0% during the fourth quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after acquiring an additional 66 shares in the last quarter. SWAN Capital LLC increased its holdings in Broadcom by 261.9% in the 4th quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 55 shares during the last quarter. Networth Advisors LLC lifted its stake in Broadcom by 546.2% in the 1st quarter. Networth Advisors LLC now owns 84 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 71 shares in the last quarter. Nvest Wealth Strategies Inc. bought a new position in shares of Broadcom during the 4th quarter valued at about $33,000. Finally, Family CFO Inc bought a new position in shares of Broadcom during the 4th quarter valued at about $35,000. Institutional investors own 76.43% of the company’s stock.

Insider Activity

In other Broadcom news, Director Harry L. You purchased 1,000 shares of Broadcom stock in a transaction dated Thursday, June 11th. The shares were purchased at an average cost of $373.57 per share, for a total transaction of $373,570.00. Following the completion of the acquisition, the director owned 38,466 shares in the company, valued at $14,369,743.62. This represents a 2.67% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Gayla J. Delly sold 1,890 shares of the firm’s stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $385.38, for a total value of $728,368.20. Following the sale, the director directly owned 31,326 shares of the company’s stock, valued at $12,072,413.88. This represents a 5.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 61,644 shares of company stock worth $24,016,214 in the last ninety days. 1.90% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on AVGO shares. Zacks Research lowered Broadcom from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 21st. Oppenheimer reissued an “outperform” rating and set a $535.00 price target (up from $450.00) on shares of Broadcom in a research note on Thursday, June 4th. Citigroup restated a “buy” rating on shares of Broadcom in a report on Thursday, June 4th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $525.00 price objective on shares of Broadcom in a research note on Thursday, June 4th. Finally, Truist Financial upped their price objective on Broadcom from $545.00 to $550.00 and gave the stock a “buy” rating in a report on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $493.24.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom was singled out as a leading AI infrastructure stock, with analysts noting its strong AI bookings and long-dated customer commitments as advantages over smaller rivals. CBRS vs. AVGO: Which Stock Leads the AI Infrastructure Boom?
• Positive Sentiment: Coverage also pointed to Broadcom as one of the top networking semiconductor names to watch because AI data center demand is accelerating and driving interest in the group. 4 Networking Semiconductor Stocks to Watch in August 2026
• Positive Sentiment: Another piece argued that Broadcom’s AI trade remains intact after Alphabet’s strong earnings, supporting the broader market’s enthusiasm for AI infrastructure suppliers. The AI Trade Isn’t Slowing
• Positive Sentiment: Broadcom was also highlighted as a beneficiary of AI exposure plus dividend income, reinforcing its appeal to growth-and-income investors. These Stocks Offer AI Exposure and Dividend Payouts
• Neutral Sentiment: Several articles compared Broadcom’s year-to-date performance with other tech stocks and broader sector returns, but these were mostly performance updates rather than new catalysts. Are Computer and Technology Stocks Lagging Broadcom (AVGO) This Year?
• Neutral Sentiment: Commentary on Broadcom as a dividend ETF holding and on billionaire investor Philippe Laffont’s tech picks added some sentiment support, but did not point to a direct company-specific event. This Dividend ETF Choice Could Shape Your Income Strategy Through 2026
• Negative Sentiment: One note flagged insider selling at Broadcom, which may temper enthusiasm a bit after the stock’s strong run. Insider Moves Are Sending Mixed Signals Across the Tech Sector

Broadcom Trading Down 1.1%

AVGO stock opened at $392.47 on Friday. Broadcom Inc. has a twelve month low of $281.61 and a twelve month high of $495.00. The stock has a market capitalization of $1.87 trillion, a price-to-earnings ratio of 65.41, a price-to-earnings-growth ratio of 0.76 and a beta of 1.45. The company has a quick ratio of 2.01, a current ratio of 2.24 and a debt-to-equity ratio of 0.71. The firm’s fifty day simple moving average is $398.28 and its two-hundred day simple moving average is $366.58.

Broadcom (NASDAQ:AVGO) last released its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.40 by $0.04. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The firm had revenue of $22.19 billion during the quarter, compared to analyst estimates of $22.13 billion. During the same quarter last year, the business earned $1.58 EPS. The business’s revenue was up 47.9% on a year-over-year basis. As a group, analysts anticipate that Broadcom Inc. will post 10.24 earnings per share for the current year.

Broadcom Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were given a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Monday, June 22nd. Broadcom’s dividend payout ratio is 43.33%.

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.