Broadcom (NASDAQ:AVGO) Director Harry You Acquires 1,000 Shares

December 23, 2025 by InsiderTrades.com

Key Points

CEO Hock Tan sold 130,000 shares at an average price of $326.02 for proceeds of $42.38 million, trimming his stake to 595,638 shares — a ~17.9% reduction in ownership.
Broadcom beat Q4 estimates and raised its dividend, reporting $1.95 EPS (vs. $1.87 expected) and $18.02B revenue (+28.2% YoY), and declaring a quarterly dividend of $0.65 (up from $0.59).
Analyst optimism clashes with valuation and recent price weakness: multiple price-target raises (average ~$436, some up to $510) and strong AI growth forecasts contrast with a ~19% pullback since the Dec. 11 results and concerns about possible overvaluation.

Broadcom Inc. (NASDAQ:AVGO - Get Free Report) Director Harry You purchased 1,000 shares of the stock in a transaction on Thursday, December 18th. The shares were purchased at an average cost of $325.13 per share, with a total value of $325,130.00. Following the transaction, the director owned 36,602 shares in the company, valued at $11,900,408.26. This trade represents a 2.81% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Broadcom Stock Up 0.4%

Broadcom Just Raised Its Dividend—But It’s Not the Only One Signaling Strength

Shares of AVGO stock opened at $341.83 on Tuesday. Broadcom Inc. has a fifty-two week low of $138.10 and a fifty-two week high of $414.61. The firm has a market capitalization of $1.62 trillion, a PE ratio of 71.81, a P/E/G ratio of 1.17 and a beta of 1.19. 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 stock's 50-day simple moving average is $362.68 and its 200-day simple moving average is $322.10.

Broadcom (NASDAQ:AVGO - Get Free Report) last issued its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 EPS for the quarter, beating analysts' consensus estimates of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm had revenue of $18.02 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the prior year, the firm 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

Broadcom Stock Crashes 20%—But Wall Street Sees It Soaring to $500

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be paid a $0.65 dividend. The ex-dividend date is Monday, December 22nd. This is an increase 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 currently 49.58%.

Institutional Investors Weigh In On Broadcom

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Sherman Porfolios LLC lifted its holdings in Broadcom by 7.1% during the third quarter. Sherman Porfolios LLC now owns 3,471 shares of the semiconductor manufacturer's stock valued at $1,145,000 after purchasing an additional 231 shares in the last quarter. PMG Family Office LLC acquired a new position in shares of Broadcom during the 3rd quarter worth about $395,000. AIA Group Ltd lifted its stake in Broadcom by 34.6% in the 3rd quarter. AIA Group Ltd now owns 287,257 shares of the semiconductor manufacturer's stock valued at $94,769,000 after buying an additional 73,824 shares in the last quarter. Alternative Investment Advisors LLC. lifted its stake in Broadcom by 116.5% in the 3rd quarter. Alternative Investment Advisors LLC. now owns 5,219 shares of the semiconductor manufacturer's stock valued at $1,722,000 after buying an additional 2,808 shares in the last quarter. Finally, Financial Symmetry Inc acquired a new stake in Broadcom in the 3rd quarter worth about $263,000. Hedge funds and other institutional investors own 76.43% of the company's stock.

Key Headlines Impacting Broadcom

Forget the Chips: 4 Industrial Plays for the AI Rebound

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Truist raised its price target on AVGO to $510 (from $500), helping underpin today's upside from analyst momentum. Truist Lifts PT on Broadcom Inc. (AVGO) to $510 From $500
Positive Sentiment: Analysts and commentators are highlighting AI-driven growth: Seeking Alpha reports Broadcom is forecasting >150% AI revenue and ~60% FCF growth for FY2026 — a thesis that supports higher forward multiples. Broadcom: Expecting Over 150% AI Revenue And 60% FCF Growth For FY2026 (Upgrade)
Positive Sentiment: Broadcom raised its dividend (alongside peers), a signal of cash-flow strength that can attract income-focused investors. Broadcom Just Raised Its Dividend—But It’s Not the Only One Signaling Strength (AVGO)
Positive Sentiment: Insider buying: director Harry L. You purchased 1,000 shares at ~$325 — a small but positive signal of insider conviction. SEC Filing - Harry L. You Purchase
Positive Sentiment: Broad positive media/TV commentary (Jim Cramer, feature pieces) and multiple price-target raises have created momentum among retail and institutional buyers. Jim Cramer Shows a Bullish Sentiment Toward Broadcom
Neutral Sentiment: Deep-dive pieces on Broadcom's international revenue mix and options activity may influence longer-term models but are not immediate price catalysts. International Markets and Broadcom Inc. (AVGO): A Deep Dive for Investors
Neutral Sentiment: Reports flagged unusually large options activity and upgrade-related trading; these can amplify intraday moves but don't change fundamentals. Broadcom (AVGO) Trading Higher on Analyst Upgrade
Negative Sentiment: CEO Hock E. Tan sold 130,000 shares (~$42.4M at ~$326), reducing his stake ~17.9% — a large insider sale that can spook investors. SEC Filing - Hock E. Tan Sale
Negative Sentiment: Other insiders (including Mark Brazeal and senior finance officers) have sold shares in recent days, adding to the negative signal from insider activity. Mark David Brazeal Sells 38,281 Shares of Broadcom
Negative Sentiment: Price weakness since the Dec. 11 Q4 results — ~19% decline noted in coverage — keeps some investors on the sidelines despite the beat, feeding more negative sentiment. Broadcom Inc. (AVGO) Down 19% Since Q4 2025 Results, Here’s Why
Negative Sentiment: Valuation concerns: Barron's and other outlets flagged Broadcom as potentially overvalued entering 2026, which could cap upside if macro/AI expectations cool. Broadcom, Circle, and 8 More Stocks That Look Overvalued for 2026

Wall Street Analyst Weigh In

Several research firms have commented on AVGO. Raymond James Financial set a $420.00 price target on shares of Broadcom and gave the company an "outperform" rating in a report on Thursday, November 20th. Wall Street Zen upgraded Broadcom from a "hold" rating to a "buy" rating in a research note on Saturday, December 13th. Morgan Stanley lifted their price target on Broadcom from $443.00 to $462.00 and gave the company an "overweight" rating in a research report on Friday, December 12th. Evercore ISI boosted their price target on Broadcom from $342.00 to $403.00 and gave the company an "outperform" rating in a report on Wednesday, October 15th. Finally, Mizuho lifted their target price on shares of Broadcom from $435.00 to $450.00 and gave the company an "outperform" rating in a report on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Broadcom has an average rating of "Buy" and an average target price of $436.33.

View Our Latest Stock Report on Broadcom

Broadcom Company Profile

(Get Free Report)

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.