Broadcom Inc. $AVGO Stake Boosted by Integral Investment Advisors Inc.

Integral Investment Advisors Inc. increased its position in shares of Broadcom Inc. (NASDAQ:AVGO) by 26.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 8,137 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,712 shares during the period. Broadcom accounts for 0.7% of Integral Investment Advisors Inc.’s investment portfolio, making the stock its 28th biggest position. Integral Investment Advisors Inc.’s holdings in Broadcom were worth $2,816,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Capstone Capital Management Ltd bought a new position in Broadcom during the fourth quarter worth $229,000. Warner Group LLC bought a new position in Broadcom during the fourth quarter worth $337,000. Summit Wealth Group LLC lifted its stake in Broadcom by 23.2% during the fourth quarter. Summit Wealth Group LLC now owns 1,574 shares of the semiconductor manufacturer’s stock worth $545,000 after purchasing an additional 296 shares during the last quarter. Prossimo Advisors LLC lifted its stake in Broadcom by 12.9% during the fourth quarter. Prossimo Advisors LLC now owns 1,024 shares of the semiconductor manufacturer’s stock worth $354,000 after purchasing an additional 117 shares during the last quarter. Finally, HighTower Advisors LLC lifted its stake in Broadcom by 9.2% during the fourth quarter. HighTower Advisors LLC now owns 2,160,410 shares of the semiconductor manufacturer’s stock worth $747,718,000 after purchasing an additional 181,869 shares during the last quarter. 76.43% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on AVGO shares. Truist Financial raised their price objective on Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. UBS Group restated a “buy” rating and set a $490.00 price objective (up from $475.00) on shares of Broadcom in a research note on Monday, May 18th. Royal Bank Of Canada reduced their price objective on Broadcom from $370.00 to $340.00 and set a “sector perform” rating on the stock in a research note on Monday, March 2nd. Evercore restated an “outperform” rating and set a $582.00 price objective on shares of Broadcom in a research note on Tuesday. Finally, Wolfe Research upgraded Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price objective on the stock in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $448.10.

Broadcom Stock Performance

AVGO stock opened at $414.14 on Friday. 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 market capitalization of $1.96 trillion, a price-to-earnings ratio of 80.89, a PEG ratio of 0.86 and a beta of 1.43. Broadcom Inc. has a 1 year low of $226.18 and a 1 year high of $442.36. The stock’s fifty day moving average is $373.30 and its two-hundred day moving average is $356.09.

Broadcom (NASDAQ:AVGO) last posted its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.03 by $0.02. The company had revenue of $19.31 billion for the quarter, compared to analysts’ expectations of $19.10 billion. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The firm’s quarterly revenue was up 29.5% compared to the same quarter last year. During the same period last year, the business posted $1.60 earnings per share. On average, research analysts predict that Broadcom Inc. will post 9.91 EPS for the current year.

Broadcom Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Monday, March 23rd were paid a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Monday, March 23rd. Broadcom’s dividend payout ratio (DPR) is presently 50.78%.

Insider Buying and Selling

In other news, 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 transaction of $16,236,940.80. Following the transaction, the insider directly owned 278,141 shares of the company’s stock, valued at approximately $89,450,145.60. This trade represents a 15.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Gayla J. Delly sold 1,000 shares of the firm’s stock in a transaction on Thursday, April 9th. The shares were sold at an average price of $358.31, for a total value of $358,310.00. Following the transaction, the director directly owned 32,352 shares in the company, valued at $11,592,045.12. This trade represents a 3.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 324,282 shares of company stock valued at $106,425,249 in the last three months. 1.90% of the stock is owned by corporate insiders.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom’s AI semiconductor business is showing rapid growth, with AI revenue more than doubling and stronger Q2 expectations tied to hyperscale demand. Broadcom Rides on Accelerating Semiconductor Revenues: What’s Ahead?
• Positive Sentiment: Analysts continue to highlight Broadcom as one of Goldman Sachs’ strongest AI infrastructure bets, reinforcing optimism around its role in AI chips and networking. Why Broadcom (AVGO) Remains One of Goldman’s Strongest AI Infrastructure Bets
• Positive Sentiment: Broadcom is expanding its AI ecosystem through a $125 million research and talent hub with Meta and UCLA, plus packaging work with Applied Materials, which could support long-term growth. Broadcom’s AI Research Push Links Chip Packaging Advances To Growth Story
• Positive Sentiment: Several articles and analyst notes point to strong long-term upside, with Broadcom repeatedly described as a durable AI winner and a solid growth stock. Is Broadcom Inc. (AVGO) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Neutral Sentiment: Commentary about Broadcom’s stock price in 2030 reflects bullish long-term AI expectations, but it does not appear to be a near-term catalyst. This Will be Broadcom’s Stock Price In 2030
• Neutral Sentiment: Broader market commentary and inflation worries have also been mentioned, but these articles do not identify a Broadcom-specific problem. Inflation Fears Weighed on Broadcom (AVGO) in Q1
• Negative Sentiment: One recent note says Broadcom remains “overcrowded,” suggesting valuation or positioning risk after a strong rally. Broadcom Is Far Too Overcrowded
• Negative Sentiment: Broadcom has also faced some regulatory scrutiny in the EU, which could create headline risk even as AI sentiment stays positive. Broadcom Inc. (AVGO) Challenges EU Regulators While Barclays Sees AI Upside

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.