Broadcom Inc. $AVGO Shares Bought by Orion Porfolio Solutions LLC

Posted by Doug Wharley on Mar 5th, 2026

Orion Porfolio Solutions LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.0% in the third quarter, Holdings Channel reports. The institutional investor owned 281,559 shares of the semiconductor manufacturer’s stock after acquiring an additional 13,398 shares during the quarter. Broadcom accounts for about 0.7% of Orion Porfolio Solutions LLC’s portfolio, making the stock its 20th largest position. Orion Porfolio Solutions LLC’s holdings in Broadcom were worth $92,889,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Capital Counsel LLC NY bought a new stake in shares of Broadcom during the 2nd quarter worth about $221,000. Waterloo Capital L.P. increased its stake in shares of Broadcom by 7.0% during the second quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock valued at $13,331,000 after acquiring an additional 3,180 shares during the period. Providence First Trust Co increased its stake in shares of Broadcom by 1,099.3% during the third quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer’s stock valued at $2,944,000 after acquiring an additional 8,179 shares during the period. Aspen Wealth Strategies LLC raised its holdings in Broadcom by 174.7% during the second quarter. Aspen Wealth Strategies LLC now owns 23,673 shares of the semiconductor manufacturer’s stock worth $6,525,000 after purchasing an additional 15,055 shares in the last quarter. Finally, RiverFront Investment Group LLC lifted its position in Broadcom by 107.6% in the second quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock worth $4,555,000 after purchasing an additional 8,566 shares during the period. 76.43% of the stock is owned by institutional investors and hedge funds.

Broadcom Trading Up 1.2%

NASDAQ AVGO opened at $317.53 on Thursday. The firm’s 50 day moving average price is $334.52 and its two-hundred day moving average price is $342.68. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. Broadcom Inc. has a twelve month low of $138.10 and a twelve month high of $414.61. The stock has a market cap of $1.51 trillion, a price-to-earnings ratio of 66.71, a PEG ratio of 1.00 and a beta of 1.22.

Broadcom (NASDAQ:AVGO – Get Free Report) last issued its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 EPS for the quarter, topping the consensus estimate of $2.03 by $0.02. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The business had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same quarter last year, the firm posted $1.60 earnings per share. Broadcom’s revenue was up 29.5% compared to the same quarter last year. Equities analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were paid a dividend of $0.65 per share. This is an increase from Broadcom’s previous quarterly dividend of $0.59. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio (DPR) is 54.62%.

Analyst Ratings Changes

AVGO has been the topic of several research analyst reports. Oppenheimer lifted their price target on Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Raymond James Financial set a $420.00 price target on shares of Broadcom and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Deutsche Bank Aktiengesellschaft set a $430.00 price objective on shares of Broadcom and gave the company a “buy” rating in a research report on Friday, December 12th. Truist Financial boosted their target price on shares of Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Finally, Citigroup restated a “buy” rating and set a $458.00 target price (down from $480.00) on shares of Broadcom in a report on Tuesday, February 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Broadcom currently has a consensus rating of “Buy” and an average target price of $432.13.

Check Out Our Latest Report on Broadcom

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

Positive Sentiment: Q1 beat, revenue growth and very strong guidance — Broadcom reported $19.31B revenue (+29% YoY), $2.05 adj. EPS (beat) and guided Q2 revenue to ~$22B, signaling continued AI/data-center demand that underpins the stock re-rating. Broadcom Inc. Announces First Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend
Positive Sentiment: Massive AI revenue outlook — management said AI semiconductor sales could exceed $100B in 2027, a bullish structural revenue opportunity that narrows the perceived gap with Nvidia and supports higher long-term multiples. Broadcom rallies as it touts more than $100 billion in AI chip sales in 2027
Positive Sentiment: $10B share-repurchase — Broadcom authorized a $10B buyback, which reduces float and signals management confidence in the stock after the pullback from December highs. Broadcom ticks up as Q1 results, outlook top Wall Street’s forecast; unveils 10B buyback
Positive Sentiment: Product progress — Broadcom has begun shipping a 2nm 3.5D face‑to‑face compute SoC on its XDSiP platform, reinforcing its custom-XPU roadmap and technical competitiveness for hyperscalers. Broadcom (AVGO) Ships 3.5D Face-To-Face Compute SoC
Neutral Sentiment: Market commentary on AI positioning — analysts and media are debating whether AVGO is the “ultimate AI play”; this shapes narrative risk but doesn’t change the near-term fundamentals reported today. Is AVGO Stock The Ultimate AI Play?
Negative Sentiment: Software segment weakness — coverage (WSJ) flags Broadcom’s software/VMware business as a drag and says the company still struggles to deliver “blowout” chip projections like Nvidia, which raises execution and valuation risk. Broadcom’s AI Business Is Booming. The Rest Is Complicated.
Negative Sentiment: Analyst downgrade / short-term selling pressure — at least one downgrade/trading‑down note has been published, which can amplify volatility despite strong results and push some investors to book gains or hedge. Broadcom (NASDAQ: AVGO) Trading Down 1.6% Following Analyst Downgrade

Insider Activity at Broadcom

In other news, insider Mark David Brazeal sold 38,281 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total value of $12,542,769.65. Following the transaction, the insider directly owned 266,494 shares of the company’s stock, valued at approximately $87,316,759.10. This represents a 12.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Kirsten M. Spears sold 30,000 shares of Broadcom stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total value of $10,434,600.00. Following the sale, the chief financial officer directly owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 779,101 shares of company stock valued at $283,804,325. Insiders own 2.00% of the company’s stock.

Broadcom Company Profile

(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.