Integrity Advisory Solutions LLC Invests $1.53 Million in Broadcom Inc. $AVGO

Integrity Advisory Solutions LLC acquired a new stake in Broadcom Inc. (NASDAQ:AVGO) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 4,627 shares of the semiconductor manufacturer’s stock, valued at approximately $1,527,000.

A number of other large investors have also bought and sold shares of the business. Capital Counsel LLC NY bought a new position in shares of Broadcom in the 2nd quarter valued at about $221,000. Waterloo Capital L.P. boosted its position in Broadcom by 7.0% during the second quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock valued at $13,331,000 after purchasing an additional 3,180 shares during the last quarter. Providence First Trust Co grew its stake in Broadcom by 1,099.3% in the third quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock valued at $2,944,000 after purchasing an additional 8,179 shares in the last quarter. Aspen Wealth Strategies LLC increased its position in shares of Broadcom by 174.7% during the 2nd quarter. Aspen Wealth Strategies LLC now owns 23,673 shares of the semiconductor manufacturer’s stock worth $6,525,000 after purchasing an additional 15,055 shares during the last quarter. Finally, RiverFront Investment Group LLC raised its stake in shares of Broadcom by 107.6% during the 2nd quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock worth $4,555,000 after purchasing an additional 8,566 shares in the last quarter. 76.43% of the stock is owned by institutional investors.

Broadcom Stock Up 4.9%

AVGO stock opened at $332.97 on Friday. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The stock has a market capitalization of $1.58 trillion, a price-to-earnings ratio of 65.03, a PEG ratio of 1.02 and a beta of 1.22. The business’s fifty day moving average price is $334.17 and its two-hundred day moving average price is $342.61.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, beating the consensus estimate of $2.03 by $0.02. Broadcom had a net margin of 36.57% and a return on equity of 39.28%. The business had revenue of $19.31 billion for the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the prior year, the company posted $1.60 earnings per share. Broadcom’s revenue was up 29.5% compared to the same quarter last year. On average, equities analysts anticipate 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. Stockholders of record on Monday, December 22nd were given a $0.65 dividend. The ex-dividend date was Monday, December 22nd. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is presently 50.78%.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Truist Financial upped their price target on shares of Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a research report on Thursday. Robert W. Baird set a $420.00 target price on shares of Broadcom in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $430.00 target price on shares of Broadcom and gave the company a “buy” rating in a research note on Friday, December 12th. DA Davidson raised Broadcom to a “hold” rating in a research report on Friday, February 13th. Finally, Wells Fargo & Company raised Broadcom from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $410.00 to $430.00 in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $435.03.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Q1 results beat expectations: revenue $19.31B (+29.5% YoY) and adjusted EPS $2.05, with AI semiconductor sales more than doubling to $8.4B — the core driver cited on the call. This beat + margin stability reassured investors. Broadcom’s Blowout Quarter Just Made the Bears Look Foolish
• Positive Sentiment: Very strong forward guide: Broadcom guided Q2 revenue to about $22.0B (well above consensus) and expects AI semiconductor revenue to accelerate to ~$10.7B, signaling continued high single-digit/huge YoY growth in AI exposure. Broadcom forecasts second-quarter revenue above estimates
• Positive Sentiment: Management bullish on AI TAM: CEO Hock Tan said AI chip sales could be “significantly in excess of $100 billion” in 2027 and confirmed memory supply visibility through 2028 — a statement that supports multi-year demand assumptions. Broadcom stock rallies as CEO Tan makes strong case for why AI growth will last
• Positive Sentiment: $10B buyback announced and continued healthy cash flow — lowers share count risk and supports earnings per share. This is an explicit capital-return action that typically supports the share price. PR Newswire: Broadcom Q1 results & buyback
• Positive Sentiment: Analyst enthusiasm: multiple firms raised price targets and reiterated buy/overweight ratings after the print (examples: JPMorgan, Citigroup, Truist, Rosenblatt), signaling growing buy-side conviction. Benzinga (analyst note roundup)
• Neutral Sentiment: Product progress: Broadcom said it has begun shipping a 2nm custom compute SoC on its 3.5D XDSiP platform — positive for technology leadership but a longer-term revenue story. Broadcom Ships 3.5D Face-To-Face Compute SoC
• Neutral Sentiment: Market noise items (short-interest entries here appear to contain errors/zeros) and some analyst target dispersion — watch for churn in headlines but these are less likely to move the stock than the earnings/guidance. TipRanks earnings call recap
• Negative Sentiment: Policy risk: reports that U.S. export rules for AI chips could tighten introduce geopolitical/regulatory downside that could constrain sales outside the U.S. or complicate supply chains. This is an industry-level overhang that can pressure high-PE semiconductor names. New Export Rules Could Be Coming for AI Chipmakers’ Sales
• Negative Sentiment: Enterprise software softness: Broadcom’s infrastructure software (notably VMware-related) showed only ~1% YoY growth this quarter — a drag on overall growth and a reminder that not all segments are benefitting equally from AI momentum. WSJ: Broadcom’s AI Business Is Booming. The Rest Is Complicated.

Insiders Place Their Bets

In related news, Director Harry L. You bought 1,000 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was purchased at an average cost of $325.13 per share, for a total transaction of $325,130.00. Following the transaction, the director owned 36,602 shares in the company, valued at $11,900,408.26. The trade was a 2.81% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Mark David Brazeal sold 30,000 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $347.12, for a total value of $10,413,600.00. Following the completion of the transaction, the insider owned 210,573 shares in the company, valued at $73,094,099.76. The trade was a 12.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 779,101 shares of company stock valued at $283,804,325 in the last quarter. Company insiders own 2.00% of the company’s stock.

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.