Orographic Financial Advisors LLC Invests $435,000 in Broadcom Inc. $AVGO

Orographic Financial Advisors LLC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 1,406 shares of the semiconductor manufacturer’s stock, valued at approximately $435,000.

Other large investors have also made changes to their positions in the company. ROSS JOHNSON & Associates LLC grew its stake in Broadcom by 1,320.0% in the fourth quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after acquiring an additional 66 shares during the period. SWAN Capital LLC raised its position in shares of Broadcom by 261.9% during the fourth quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 55 shares during the period. Networth Advisors LLC lifted its holdings in shares of Broadcom by 546.2% during the 1st quarter. Networth Advisors LLC now owns 84 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 71 shares in the last quarter. Nvest Wealth Strategies Inc. bought a new position in shares of Broadcom during the 4th quarter valued at about $33,000. Finally, Family CFO Inc acquired a new position in shares of Broadcom in the 4th quarter valued at approximately $35,000. Institutional investors own 76.43% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on AVGO shares. Citigroup reissued a “buy” rating on shares of Broadcom in a research note on Thursday, June 4th. Royal Bank Of Canada upped their price target on shares of Broadcom from $360.00 to $400.00 and gave the company a “sector perform” rating in a report on Thursday, June 4th. Cantor Fitzgerald reissued an “overweight” rating and set a $525.00 price objective on shares of Broadcom in a research report on Thursday, June 4th. Susquehanna restated a “positive” rating and set a $490.00 price objective (up from $450.00) on shares of Broadcom in a report on Thursday, May 28th. Finally, Truist Financial boosted their price objective on shares of Broadcom from $545.00 to $550.00 and gave the company a “buy” rating in a research report on Thursday, June 4th. Twenty-eight investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Broadcom presently has an average rating of “Moderate Buy” and an average price target of $493.24.

Insider Buying and Selling

In other Broadcom news, Director Justine Page sold 1,602 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $373.86, for a total value of $598,923.72. Following the completion of the transaction, the director directly owned 17,426 shares in the company, valued at $6,514,884.36. This trade represents a 8.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Mark David Brazeal sold 25,000 shares of the business’s stock in a transaction that occurred on Friday, July 10th. The stock was sold at an average price of $401.33, for a total value of $10,033,250.00. Following the transaction, the insider directly owned 194,989 shares in the company, valued at $78,254,935.37. This trade represents a 11.36% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 61,644 shares of company stock valued at $24,016,214. 1.90% of the stock is currently owned by company insiders.

Broadcom News Roundup

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Apple partnership adds significant demand visibility. Apple announced a multiyear agreement with Broadcom under its American Manufacturing Program, with more than $30 billion expected to support a U.S.-based silicon supply chain and advanced manufacturing equipment. Apple commits more than $30 Billion to US manufacturing
• Positive Sentiment: A reported Samsung agreement reinforces the AI growth outlook. Broadcom and Samsung reportedly signed a five-year, $200 billion arrangement covering memory chips, including high-bandwidth memory, and potential advanced packaging collaboration for Broadcom’s AI accelerators. The deal could help secure critical components and support future revenue growth. Broadcom’s $200 Billion Samsung Deal Shows How Costly the AI Memory Race Has Become
• Positive Sentiment: Analyst and investor commentary remains bullish. Recent coverage highlights strong AI accelerator and networking bookings, long-term contracts, and a potentially undervalued share price after the recent pullback. Broadcom was also identified as a top growth-stock pick for the remainder of 2026. AI Accelerators and Networking Fuel Broadcom’s Growth
• Neutral Sentiment: The broader AI semiconductor group recently pulled back, potentially improving entry valuations but also underscoring volatility following a powerful multiyear rally. The Ultimate Bull Run for AMD, Broadcom, and Arm May Be Closer Than You Think
• Negative Sentiment: Some analysts remain concerned that AI “backstop” arrangements could create financial liabilities, while Broadcom’s elevated earnings multiple leaves the stock sensitive to any slowdown in AI spending or execution issues. AI Backstops Have One Analyst Worried

Broadcom Stock Up 4.7%

Shares of AVGO stock opened at $387.84 on Friday. The firm’s fifty day moving average price is $394.58 and its two-hundred day moving average price is $367.96. The company has a current ratio of 2.24, a quick ratio of 2.01 and a debt-to-equity ratio of 0.71. Broadcom Inc. has a 1 year low of $281.61 and a 1 year high of $495.00. The firm has a market capitalization of $1.85 trillion, a P/E ratio of 64.64, a PEG ratio of 0.71 and a beta of 1.45.

Broadcom (NASDAQ:AVGO) last posted its quarterly earnings data on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. The company had revenue of $22.19 billion during the quarter, compared to the consensus estimate of $22.13 billion. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The company’s quarterly revenue was up 47.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.58 EPS. On average, equities analysts predict that Broadcom Inc. will post 10.24 EPS for the current fiscal year.

Broadcom Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were given a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $2.60 annualized dividend and a yield of 0.7%. Broadcom’s dividend payout ratio is 43.33%.

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.