OVERSEA CHINESE BANKING Corp Ltd Has $69.14 Million Position in Broadcom Inc. $AVGO

OVERSEA CHINESE BANKING Corp Ltd boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 3.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 208,873 shares of the semiconductor manufacturer’s stock after acquiring an additional 6,529 shares during the quarter. Broadcom makes up approximately 1.7% of OVERSEA CHINESE BANKING Corp Ltd’s holdings, making the stock its 12th biggest holding. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Broadcom were worth $69,136,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of AVGO. Norges Bank acquired a new stake in shares of Broadcom in the second quarter valued at approximately $18,579,549,000. Vanguard Group Inc. lifted its holdings in shares of Broadcom by 1.3% during the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock worth $133,261,046,000 after buying an additional 6,222,802 shares in the last quarter. Edgewood Management LLC bought a new stake in shares of Broadcom in the second quarter valued at about $1,571,438,000. Massachusetts Financial Services Co. MA grew its stake in shares of Broadcom by 115.5% in the second quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer’s stock valued at $1,658,680,000 after acquiring an additional 3,224,739 shares in the last quarter. Finally, Invesco Ltd. increased its position in Broadcom by 8.4% during the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer’s stock worth $10,598,641,000 after acquiring an additional 2,978,768 shares during the period. Institutional investors own 76.43% of the company’s stock.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Citi and other sell?side firms remain bullish on AVGO thanks to accelerating AI chip and networking sales and a strong backlog; elevated price targets are supporting investor conviction. Nvidia, Broadcom, NXP, Analog Devices are Citi’s top picks going into earnings
• Positive Sentiment: Multiple analysts have upgraded or reiterated bullish ratings (Wells Fargo, Mizuho, others) and some firms cite a $430–$480+ range of price targets — reinforcing medium?term upside tied to AI demand. Why Wells Fargo just turned more bullish on Broadcom (AVGO)
• Positive Sentiment: Coverage highlights Broadcom’s strong Q4 backlog and VMware synergies, supporting longer?term revenue and margin expansion expectations tied to AI infrastructure. Assessing Broadcom (AVGO) Valuation After Strong Backlog And AI Driven Growth Expectations
• Neutral Sentiment: Social and aggregator sites show heavy attention on AVGO for AI deals and institutional flows; chatter is mixed (bullish on deals, cautious on sustainability). This keeps sentiment volatile but not decisively one?way. Broadcom Inc. Stock (AVGO) Opinions on AI Deals and Geopolitical Risks
• Neutral Sentiment: Comparative pieces weighing Broadcom versus peers (e.g., Nvidia) may redirect momentum between mega?cap AI names, prompting rotation rather than a company?specific thesis. Will Nvidia Break $300 in 2026 or Should You Buy Broadcom Stock Instead?
• Negative Sentiment: RBC’s initiation at Sector Perform specifically calls out margin and valuation risks despite AI upside — a notable cautious institutional voice that likely pressured the stock today. RBC initiates Broadcom (AVGO) at sector perform, flags margin and valuation risks despite AI upside
• Negative Sentiment: High reported insider selling (many executives selling shares recently) amplified by social posts and data aggregators is heightening short?term concern and likely contributed to heavier selling volume. Broadcom Inc. Stock (AVGO) Opinions on AI Deals and Geopolitical Risks

Insider Buying and Selling at Broadcom

In related news, CFO Kirsten M. Spears sold 30,000 shares of Broadcom stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total value of $10,434,600.00. Following the sale, the chief financial officer owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, 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 value of $42,382,600.00. Following the completion of the sale, the chief executive officer owned 595,638 shares in the company, valued at approximately $194,189,900.76. The trade was a 17.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 779,901 shares of company stock worth $284,069,237. Corporate insiders own 2.00% of the company’s stock.

Broadcom Trading Down 5.4%

NASDAQ:AVGO opened at $332.60 on Wednesday. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. The firm’s fifty day moving average is $358.46 and its 200-day moving average is $335.10. The firm has a market cap of $1.58 trillion, a P/E ratio of 69.87, a P/E/G ratio of 1.17 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last released its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The business had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the previous year, the business earned $1.42 earnings per share. Broadcom’s revenue for the quarter was up 28.2% on a year-over-year basis. Equities analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were paid a dividend of $0.65 per share. This is a boost from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is presently 54.62%.

Wall Street Analysts Forecast Growth

AVGO has been the subject of a number of recent research reports. Morgan Stanley boosted their price objective on shares of Broadcom from $443.00 to $462.00 and gave the company an “overweight” rating in a report on Friday, December 12th. UBS Group set a $475.00 price objective on Broadcom and gave the stock a “buy” rating in a research note on Monday, December 15th. Wall Street Zen raised Broadcom from a “hold” rating to a “buy” rating in a report on Saturday, December 13th. Robert W. Baird set a $420.00 target price on Broadcom in a research report on Friday, December 12th. Finally, Royal Bank Of Canada initiated coverage on Broadcom in a research report on Wednesday, January 14th. They issued a “sector perform” rating and a $370.00 price target on the stock. Three investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average target price of $438.61.

Broadcom Company 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.