ORG Wealth Partners LLC Grows Stake in Broadcom Inc. $AVGO

ORG Wealth Partners LLC increased its stake in shares of Broadcom Inc. (NASDAQ:AVGO) by 236.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,857 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,412 shares during the period. ORG Wealth Partners LLC’s holdings in Broadcom were worth $1,602,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AVGO. Norges Bank acquired a new position in shares of Broadcom during the second quarter valued at approximately $18,579,549,000. Vanguard Group Inc. increased its position in shares of Broadcom by 1.3% during the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock worth $133,261,046,000 after purchasing an additional 6,222,802 shares in the last quarter. Edgewood Management LLC acquired a new position in Broadcom in the 2nd quarter valued at $1,571,438,000. Massachusetts Financial Services Co. MA lifted its holdings in Broadcom by 115.5% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer’s stock valued at $1,658,680,000 after purchasing an additional 3,224,739 shares in the last quarter. Finally, Assenagon Asset Management S.A. boosted its stake in Broadcom by 272.8% during the 2nd quarter. Assenagon Asset Management S.A. now owns 4,189,531 shares of the semiconductor manufacturer’s stock worth $1,154,844,000 after purchasing an additional 3,065,809 shares during the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on AVGO. Oppenheimer increased their target price on shares of Broadcom from $435.00 to $450.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Citigroup reiterated a “buy” rating on shares of Broadcom in a report on Thursday. Wells Fargo & Company upgraded Broadcom from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $410.00 to $430.00 in a report on Thursday. Susquehanna reaffirmed a “positive” rating and issued a $450.00 price target (up previously from $400.00) on shares of Broadcom in a report on Thursday, December 4th. Finally, TD Cowen lifted their price objective on Broadcom from $405.00 to $450.00 and gave the stock a “buy” rating in a research report on Friday, December 12th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $438.61.

Broadcom Stock Performance

Shares of Broadcom stock opened at $343.02 on Friday. The firm has a market cap of $1.63 trillion, a PE ratio of 72.06, a price-to-earnings-growth ratio of 1.14 and a beta of 1.21. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The business’s fifty day simple moving average is $358.94 and its 200-day simple moving average is $332.69.

Broadcom (NASDAQ:AVGO) last issued its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. During the same period last year, the company earned $1.42 EPS. The company’s quarterly revenue was up 28.2% on a year-over-year basis. Equities analysts forecast that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.65 dividend. This is a positive change 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 payout ratio is presently 54.62%.

Broadcom News Summary

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Chip‑sector tailwind — TSMC’s strong quarterly results lifted confidence across semiconductor suppliers and equipment makers, boosting demand expectations that benefit Broadcom as an AI and infrastructure supplier. Chip stocks pop after TSMC’s earnings beat boosts confidence in industrywide demand
• Positive Sentiment: Institutional buying — Cathie Wood’s Ark funds added to Broadcom, signaling conviction from large active investors that Broadcom is a compelling AI play. That buying can support the stock near short‑term dips. Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
• Positive Sentiment: Analyst bullishness — Multiple broker notes lifted targets and labeled AVGO a top pick (KeyCorp’s overweight/$500 view and Mizuho’s higher PT). Positive research increases buy‑side interest and provides price support. Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks Mizuho Raises Firm’s PT on Broadcom (AVGO) Stock
• Positive Sentiment: Competitive fears eased — Bernstein and other analysts downplayed AI‑competition risks, supporting investor confidence in Broadcom’s growth position in AI infrastructure. Bernstein Dismisses AI Competition Fears Surrounding Broadcom (AVGO)
• Neutral Sentiment: Debt offering announced — Broadcom filed for a $4.5B senior notes offering; impact depends on use of proceeds (refinancing, buybacks, M&A). Markets typically view Broadcom’s debt moves through the lens of capital return strategy and leverage. Broadcom Announces $4.5 Billion Senior Notes Offering
• Neutral Sentiment: New coverage and products — RBC initiated coverage at sector‑perform (mixed signal) and Broadcom showcased new Wi‑Fi products at CES — incremental positives but not game‑changing alone. RBC Capital initiates coverage of Broadcom (AVGO) with sector perform recommendation Broadcom Inc. (AVGO) Launches new Wi-Fi Products at CES 2026
• Negative Sentiment: Insider selling — Reports show insiders sold roughly US$490M collectively (including a $24M sale by the CEO). Large insider sales can spook investors even when company fundamentals are solid. Broadcom Insiders Sold US$490m Of Shares Suggesting Hesitancy Broadcom CEO Hock Tan just sold $24 million worth of AVGO stock. Should you dump shares too?
• Negative Sentiment: Regulatory/headwind in China — Reports that China banned Broadcom’s cybersecurity solutions create potential revenue headwinds in that market and add geopolitical risk to the story. China Just Banned Broadcom’s Cybersecurity Solutions. What Does That Mean for AVGO Stock?

Insider Activity at Broadcom

In related news, insider Mark David Brazeal sold 38,281 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total transaction of $12,542,769.65. Following the completion of the transaction, the insider owned 266,494 shares of the company’s stock, valued at approximately $87,316,759.10. This trade represents a 12.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Hock E. Tan sold 130,000 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total value of $42,382,600.00. Following the completion of the sale, the chief executive officer directly owned 595,638 shares in the company, valued at approximately $194,189,900.76. The trade was a 17.92% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 779,901 shares of company stock valued at $284,069,237. 2.00% of the stock is owned by insiders.

Broadcom Profile

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.