Orion Capital Management LLC Has $368,000 Holdings in Broadcom Inc. $AVGO

01 Nov 2025, 08:54 by Mitch Edgeman · The Markets Daily

Orion Capital Management LLC lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 13.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,335 shares of the semiconductor manufacturer’s stock after purchasing an additional 160 shares during the period. Orion Capital Management LLC’s holdings in Broadcom were worth $368,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of the business. Sawyer & Company Inc lifted its holdings in shares of Broadcom by 62.1% during the second quarter. Sawyer & Company Inc now owns 94 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 36 shares during the period. PFS Partners LLC lifted its holdings in shares of Broadcom by 38.4% during the second quarter. PFS Partners LLC now owns 137 shares of the semiconductor manufacturer’s stock worth $38,000 after purchasing an additional 38 shares during the period. Costello Asset Management INC lifted its holdings in shares of Broadcom by 1.5% during the second quarter. Costello Asset Management INC now owns 2,528 shares of the semiconductor manufacturer’s stock worth $697,000 after purchasing an additional 38 shares during the period. Waddell & Associates LLC lifted its holdings in shares of Broadcom by 2.1% during the first quarter. Waddell & Associates LLC now owns 2,091 shares of the semiconductor manufacturer’s stock worth $350,000 after purchasing an additional 43 shares during the period. Finally, Luts & Greenleigh Group Inc. lifted its holdings in shares of Broadcom by 1.3% during the second quarter. Luts & Greenleigh Group Inc. now owns 3,405 shares of the semiconductor manufacturer’s stock worth $939,000 after purchasing an additional 44 shares during the period. Institutional investors and hedge funds own 76.43% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on AVGO. Benchmark lifted their target price on shares of Broadcom from $315.00 to $385.00 and gave the stock a “buy” rating in a research note on Friday, September 5th. Mizuho set a $435.00 target price on shares of Broadcom and gave the stock an “outperform” rating in a research note on Tuesday, October 21st. Weiss Ratings raised shares of Broadcom from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 24th. Sanford C. Bernstein lifted their target price on shares of Broadcom from $295.00 to $400.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Finally, Morgan Stanley set a $409.00 target price on shares of Broadcom and gave the stock an “overweight” rating in a research note on Tuesday, October 14th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, Broadcom presently has an average rating of “Buy” and a consensus price target of $372.52.

View Our Latest Research Report on Broadcom

Insider Activity

In other news, CFO Kirsten M. Spears sold 7,498 shares of Broadcom stock in a transaction dated Wednesday, September 17th. The shares were sold at an average price of $347.66, for a total transaction of $2,606,754.68. Following the completion of the transaction, the chief financial officer directly owned 313,330 shares in the company, valued at $108,932,307.80. This trade represents a 2.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Mark David Brazeal sold 16,558 shares of Broadcom stock in a transaction dated Wednesday, September 17th. The shares were sold at an average price of $347.61, for a total transaction of $5,755,726.38. Following the transaction, the insider owned 329,302 shares of the company’s stock, valued at $114,468,668.22. This represents a 4.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders acquired 3,550 shares of company stock valued at $1,227,869 and sold 665,271 shares valued at $225,464,248. Corporate insiders own 2.00% of the company’s stock.

Broadcom Trading Down 1.8%

AVGO opened at $369.63 on Friday. Broadcom Inc. has a 1-year low of $138.10 and a 1-year high of $386.48. The company has a current ratio of 1.50, a quick ratio of 1.37 and a debt-to-equity ratio of 0.86. The company has a market cap of $1.75 trillion, a P/E ratio of 94.29, a price-to-earnings-growth ratio of 2.12 and a beta of 1.20. The company has a fifty day moving average price of $339.31 and a two-hundred day moving average price of $282.63.

Broadcom (NASDAQ:AVGO – Get Free Report) last issued its quarterly earnings data on Thursday, September 4th. The semiconductor manufacturer reported $1.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.03. The firm had revenue of $15.95 billion during the quarter, compared to analysts’ expectations of $15.82 billion. Broadcom had a net margin of 31.59% and a return on equity of 36.60%. The business’s revenue was up 22.0% on a year-over-year basis. During the same period last year, the company earned $1.24 earnings per share. Broadcom has set its Q4 2025 guidance at EPS. Analysts predict that Broadcom Inc. will post 5.38 EPS for the current fiscal year.

Broadcom Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 30th. Stockholders of record on Monday, September 22nd were issued a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Monday, September 22nd. Broadcom’s dividend payout ratio (DPR) is currently 60.20%.

About Broadcom

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