Broadcom Inc. $AVGO is Mitsubishi UFJ Asset Management Co. Ltd.’s 7th Largest Position

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 4.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,795,850 shares of the semiconductor manufacturer’s stock after purchasing an additional 394,714 shares during the quarter. Broadcom comprises 2.3% of Mitsubishi UFJ Asset Management Co. Ltd.’s holdings, making the stock its 7th largest holding. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Broadcom were worth $3,231,749,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in AVGO. Longfellow Investment Management Co. LLC purchased a new position in shares of Broadcom in the 2nd quarter worth approximately $27,000. Teachers Insurance & Annuity Association of America acquired a new stake in Broadcom in the second quarter valued at approximately $28,000. New England Capital Financial Advisors LLC acquired a new stake in Broadcom in the second quarter valued at approximately $31,000. JCIC Asset Management Inc. purchased a new position in Broadcom in the third quarter worth $31,000. Finally, Manning & Napier Advisors LLC acquired a new position in shares of Broadcom during the third quarter worth $34,000. 76.43% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on AVGO shares. Rosenblatt Securities raised their price objective on Broadcom from $400.00 to $440.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Robert W. Baird set a $420.00 price target on Broadcom in a report on Friday, December 12th. JPMorgan Chase & Co. upped their price objective on shares of Broadcom from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, December 12th. UBS Group set a $475.00 target price on shares of Broadcom and gave the stock a “buy” rating in a research note on Monday, December 15th. Finally, DA Davidson raised shares of Broadcom to a “hold” rating in a research report on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $433.13.

Insider Buying and Selling

In other news, insider Charlie B. Kawwas sold 1,928 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $327.80, for a total value of $631,998.40. Following the completion of the transaction, the insider owned 23,582 shares of the company’s stock, valued at $7,730,179.60. The trade was a 7.56% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Hock E. Tan sold 70,000 shares of the company’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total value of $24,311,000.00. Following the completion of the sale, the chief executive officer owned 132,836 shares in the company, valued at $46,133,942.80. The trade was a 34.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 779,101 shares of company stock valued at $283,804,325 in the last 90 days. 2.00% of the stock is currently owned by insiders.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom told Reuters it expects to sell at least 1 million 3D‑stacked chips by 2027, signaling meaningful volume potential for its advanced AI stack designs and a path to sizable revenue from stacked-die products. Broadcom expects to sell 1 million 3D stacked chips by 2027
• Positive Sentiment: Company announced shipping of a 3.5D face‑to‑face compute SoC aimed at AI workloads — a technical win that supports Broadcom’s positioning in data‑center AI infrastructure. Broadcom Ships 3.5D Face-to-Face Compute SoC Powering AI Revolution
• Positive Sentiment: BroadPeak (Broadcom’s new 5G Advanced chip) launch strengthens the company’s addressable market in wireless infrastructure and edge compute, adding another growth vector beyond legacy networking chips. What Broadcom’s New 5G Advanced BroadPeak Chip Means For Shareholders
• Positive Sentiment: TD Cowen adjusted Broadcom’s valuation higher, citing long‑term AI tailwinds — a sign analysts still see durable upside from the AI cycle. TD Cowen Adjusts Broadcom Valuation
• Positive Sentiment: Broadcom continues its dividend streak with a scheduled payout late March, supporting the stock’s income profile for long‑term holders. Broadcom to pay dividends on March 31
• Neutral Sentiment: Street is focused on Broadcom’s March 4 earnings (kickoff for fiscal 2026); consensus expects continued earnings growth but guidance and AI order trends will be the main near‑term catalysts. Broadcom Reports Next Week
• Neutral Sentiment: Hedge fund MIG Capital trimmed its Broadcom stake — a small institutional tweak that is not, by itself, a major directional signal. MIG Capital Trims Broadcom Inc. Stake
• Negative Sentiment: Broadcom shares are under pressure linked to Nvidia’s blockbuster quarter and renewed rotation into AI leaders; investors pared positions in related chip names after NVDA’s results and guidance shifted sector flows. What’s driving the weakness in Broadcom stock Thursday?
• Negative Sentiment: Analysts and commentary warn that a tech rotation or “irrational” selloff ahead of earnings could amplify volatility; that risk is pressuring the stock despite strong product news. Broadcom Q1 Preview: Tech Rotation Could Trigger An Irrational Selloff

Broadcom Price Performance

Shares of NASDAQ AVGO opened at $321.70 on Friday. The business’s 50 day moving average price is $336.76 and its 200 day moving average price is $342.20. The firm has a market cap of $1.53 trillion, a P/E ratio of 67.58, a P/E/G ratio of 1.06 and a beta of 1.21. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. 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 (NASDAQ:AVGO) last posted its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The company had revenue of $18.02 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same period last year, the firm posted $1.42 EPS. Broadcom’s revenue for the quarter was up 28.2% compared to the same quarter last year. On average, sell-side analysts expect that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a dividend of $0.65 per share. This is a boost 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%. The ex-dividend date was Monday, December 22nd. Broadcom’s payout ratio is presently 54.62%.

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.