Is it Beneficial for Dividend Investors to Capitalize on Broadcom Inc’s Tailwind?

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Broadcom Inc. (NASDAQ: AVGO) has seen significant growth in the AI boom, with impressive fiscal second-quarter results exceeding analyst estimates. The company’s stock has risen 200% since January 2023 and 50% so far this year, with a market capitalization of $804.05 billion. While analysts view Broadcom Inc as a top AI growth stock, dividend investors may question its dividend potential.

Broadcom Inc has a history of consistent and growing quarterly dividends for 11 years, with compound annual growth rates of 12.87% over the past three years, 17.49% over the past five years, and 35.28% over the past decade. The current dividend yield of 1.21% is higher than the industry average but lower than the S&P 500’s long-term average. The company’s strong balance sheet and payout ratio of 53% suggest dividend sustainability.

However, income-focused investors may find Broadcom Inc less attractive due to its low dividend yield. While the stock may appeal to those seeking capital gains, it may not be the best option for investors relying on dividend income. Income investors typically look for yields above 5%, which may not be met by Broadcom Inc.

Alternatively, investors can consider private market real estate investments for higher returns in the current high interest rate environment. EquityMultiple’s Ascent Income Fund offers stable income from senior commercial real estate debt positions with a historical distribution yield of 12.1%. With priority payment and flexible liquidity options, this fund could be suitable for income-focused investors.

Overall, dividend investors should carefully consider Broadcom Inc’s dividend potential and their investment goals. While the company’s consistent and growing dividends make it a solid choice for long-term portfolio growth, those seeking higher yields may want to explore other investment opportunities.

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https://finance.yahoo.com/news/dividend-investors-ride-broadcom-inc-141012963.html