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Atalanta Sosnoff Reduces Stake in Broadcom, Now Holds $97.68 Million

Atalanta Sosnoff Capital LLC has reduced its holdings in Broadcom Inc. (NASDAQ: AVGO) by 15.8% during the first quarter of 2024, according to HoldingsChannel.com. The institutional investor now holds 583,383 shares of the semiconductor manufacturer after selling 109,306 shares in the quarter. Following this transaction, Broadcom represents approximately 2.3% of Atalanta Sosnoff’s investment portfolio, making it the firm’s 14th largest position. The value of Atalanta Sosnoff’s holdings in Broadcom stands at approximately $97,676,000.

Several other institutional investors have also adjusted their positions in Broadcom. Notably, Vanguard Group Inc. increased its stake by 0.4% during the same quarter, acquiring an additional 2,085,534 shares to bring its total to 477,220,137 shares, valued at around $79.9 billion. Similarly, Price T Rowe Associates Inc. MD significantly boosted its stake by 37.8%, now owning 65,509,579 shares worth approximately $10.97 billion.

In addition to these changes, Nuveen LLC entered into a new investment in Broadcom valued at $6.65 billion. UBS Asset Management Americas LLC also raised its stake by 1.7%, acquiring 581,704 additional shares, which increased their total to 34,401,379 shares valued at about $7.98 billion. Charles Schwab Investment Management Inc. also increased its position by 3.2%, owning 33,852,310 shares worth approximately $5.67 billion.

According to reports, institutional investors and hedge funds now control approximately 76.43% of Broadcom’s outstanding stock.

Analyst Ratings and Price Performance

Broadcom has recently drawn attention from various analysts, resulting in multiple upgrades. Citigroup raised its price target from $285 to $315, issuing a “buy” rating. On August 13, The Goldman Sachs Group reiterated a “buy” rating with a price target of $340. HSBC also upgraded Broadcom from a “hold” to a “buy” rating, setting a price objective of $400.

Overall, three analysts have given Broadcom a Strong Buy rating, while twenty-six have rated it as a Buy. MarketBeat reports that the consensus rating stands at “Buy” with an average target price of $302.58.

As of Wednesday, Broadcom shares opened at $298.24. The company reports a quick ratio of 0.98, a current ratio of 1.08, and a debt-to-equity ratio of 0.89. Broadcom has experienced significant stock fluctuations over the past year, with a low of $134.90 and a high of $317.35. The firm boasts a market capitalization of $1.40 trillion.

Recent Financial Results and Insider Activity

Broadcom released its latest earnings results on June 5, 2024, reporting earnings per share (EPS) of $1.58, slightly surpassing the consensus estimate of $1.57. The company achieved a net margin of 22.64% and a return on equity of 35.49%. Broadcom’s quarterly revenue reached $15 billion, exceeding analyst expectations of $14.98 billion, and marking a 20.2% year-over-year increase.

In terms of insider trading, Director Gayla J. Delly sold 3,000 shares on June 26 at an average price of $265.13, totaling $795,390. Following this transaction, she retains 33,352 shares valued at approximately $8.84 million. Another significant sale involved Director Henry Samueli, who sold 473,898 shares on June 25 for around $125.74 million, reducing his ownership by 1.23%.

In total, insiders have sold 830,516 shares of Broadcom stock worth $217.29 million in the last ninety days, with insiders holding approximately 2.00% of the company’s stock.

Broadcom Inc. is a leading designer and supplier of semiconductor devices, focusing on complex digital and mixed-signal complementary metal-oxide-semiconductor products and analog III-V based products. The company operates in two segments: Semiconductor Solutions and Infrastructure Software.

For ongoing updates regarding hedge fund activity related to Broadcom, visit HoldingsChannel.com for the latest 13F filings and insider trades.

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