Broadcom(US:AVGO) Defense World·2025-12-21 11:54Core Insights - Broadcom reported strong quarterly earnings, with an EPS of $1.95, exceeding analysts' expectations of $1.87, and revenue of $18.02 billion, surpassing estimates of $17.46 billion, reflecting a year-over-year revenue increase of 28.2% [2] - The company announced an increase in its quarterly dividend from $0.59 to $0.65 per share, representing an annualized dividend of $2.60 and a yield of 0.8% [3] - Institutional investors have shown increased interest in Broadcom, with several hedge funds boosting their stakes in the company [5] Financial Performance - Broadcom's market cap stands at $1.61 trillion, with a PE ratio of 71.50 and a price-to-earnings-growth ratio of 1.17 [1] - The company has a net margin of 36.20% and a return on equity of 37.45% [2] - The stock has a 52-week range of $138.10 to $414.61, with a current price of $340.36 [1] Dividend Information - The upcoming dividend payment is scheduled for December 31st, with a record date of December 22nd [3] - The dividend payout ratio is currently at 49.58% [3] Institutional Holdings - Hedge funds and institutional investors own 76.43% of Broadcom's stock, indicating strong institutional support [5] - Brighton Jones LLC increased its stake by 21.8%, while United Bank raised its holdings by 76.5% [5] Analyst Ratings - Analysts have a consensus rating of "Buy" for Broadcom, with a target price of $436.33 [8] - Recent ratings include "outperform" from Macquarie and a price target increase from Oppenheimer from $435.00 to $450.00 [8] Company Overview - Broadcom Inc. is a global technology company specializing in semiconductor and infrastructure software solutions across various markets [9] - The company's semiconductor portfolio includes a wide range of products such as SoCs, ASICs, and networking components [10]