Bokf Na Acquires 2,100 Shares of Broadcom Inc. $AVGO

Bokf Na lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 0.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 265,920 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,100 shares during the quarter. Broadcom accounts for about 1.3% of Bokf Na’s holdings, making the stock its 11th largest position. Bokf Na’s holdings in Broadcom were worth $87,730,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Norges Bank purchased a new stake in shares of Broadcom during the 2nd quarter valued at $18,579,549,000. Vanguard Group Inc. boosted its holdings in shares of Broadcom by 1.3% in the 2nd 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 during the last quarter. Edgewood Management LLC bought a new position in Broadcom during the second quarter valued at about $1,571,438,000. Massachusetts Financial Services Co. MA grew its position in Broadcom by 115.5% during 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 buying an additional 3,224,739 shares during the period. Finally, Invesco Ltd. increased its holdings 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 buying an additional 2,978,768 shares during the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom announced an industry-first 3nm 400G/lane optical PAM‑4 DSP (Taurus BCM83640) aimed at 1.6T transceivers and next‑gen AI networks — a direct product win into hyperscale AI data centers with meaningful TAM and upside for networking revenue. Broadcom Delivers Industry’s First 400G/lane Optical DSP
• Positive Sentiment: Management boosted forward AI visibility — saying chip-only AI revenue could exceed $100B in 2027 after a strong Q1 beat and raised guidance — supporting higher analyst targets and long‑term growth expectations. Broadcom’s AI momentum could be far from over (MarketBeat)
• Positive Sentiment: Wall Street and independent shops turned more constructive after the quarter — RBC lifted its price target and multiple research notes (Aletheia, Zacks, others) reiterated Buy/momentum views, which buoy medium‑term sentiment. RBC Lifts Broadcom Price Target
• Neutral Sentiment: Ongoing AI conferences and industry coverage (GTC, buy lists) keep Broadcom in focus as an AI infrastructure leader, but these are background catalysts rather than single‑day drivers. AI Titans at GTC 2026 (247WallSt)
• Neutral Sentiment: Short‑interest notices in recent filings contain anomalous zero/NaN figures, so there’s no clear short‑squeeze signal to move the stock based on the published data.
• Negative Sentiment: Margin risk from rising memory prices and system shipments remains a concern — MarketBeat flagged potential gross‑margin pressure unless Broadcom maintains pricing power (e.g., higher charges to large AI customers). This keeps some investors cautious despite strong top‑line AI guidance. Broadcom margin and memory-price discussion (MarketBeat)
• Negative Sentiment: Peer strength (Marvell’s big beat and aggressive guidance) highlights competition in custom silicon and could cap near‑term upside as investors rotate among top AI infrastructure names. Marvell’s big earnings win (MarketBeat)

Insiders Place Their Bets

In other Broadcom 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 transaction of $10,434,600.00. Following the completion of the sale, the chief financial officer directly owned 277,237 shares in the company, valued at $96,428,573.34. The trade was a 9.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Harry L. You purchased 1,000 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was bought at an average cost of $325.13 per share, with a total value of $325,130.00. Following the purchase, the director owned 36,602 shares in the company, valued at approximately $11,900,408.26. This represents a 2.81% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 458,785 shares of company stock valued at $155,508,157 over the last three months. Corporate insiders own 1.90% of the company’s stock.

Broadcom Stock Down 0.3%

Shares of NASDAQ AVGO opened at $341.57 on Thursday. The business has a 50-day simple moving average of $333.44 and a two-hundred day simple moving average of $344.21. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The company has a market cap of $1.62 trillion, a P/E ratio of 66.71, a P/E/G ratio of 0.79 and a beta of 1.22.

Broadcom (NASDAQ:AVGO) last posted its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, topping analysts’ consensus estimates of $2.03 by $0.02. The business had revenue of $19.31 billion for the quarter, compared to analyst estimates of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. Broadcom’s revenue was up 29.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.60 EPS. Research analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd will be issued a dividend of $0.65 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom’s payout ratio is presently 50.78%.

Analyst Ratings Changes

Several brokerages have commented on AVGO. Raymond James Financial set a $420.00 price objective on shares of Broadcom and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Citigroup raised their price target on shares of Broadcom from $458.00 to $475.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. JPMorgan Chase & Co. lifted their price target on shares of Broadcom from $475.00 to $500.00 and gave the stock an “overweight” rating in a report on Thursday, March 5th. The Goldman Sachs Group reiterated a “buy” rating and issued a $450.00 price objective on shares of Broadcom in a research note on Monday, January 5th. Finally, Wolfe Research raised Broadcom from a “peer perform” rating to an “outperform” rating and set a $400.00 price objective for the company in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, Broadcom currently has an average rating of “Moderate Buy” and an average price target of $435.30.

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.