Broadcom Inc. $AVGO Shares Purchased by Sandler Capital Management

06 Sep 2025, 11:44 by Teresa Graham · The Cerbat Gem

Sandler Capital Management raised its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 99.7% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 8,366 shares of the semiconductor manufacturer’s stock after purchasing an additional 4,176 shares during the period. Sandler Capital Management’s holdings in Broadcom were worth $1,401,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. PARUS FINANCE UK Ltd lifted its holdings in Broadcom by 175.3% in the 1st quarter. PARUS FINANCE UK Ltd now owns 100,578 shares of the semiconductor manufacturer’s stock valued at $16,840,000 after purchasing an additional 64,038 shares in the last quarter. Keener Financial Planning LLC lifted its holdings in Broadcom by 34.8% in the 1st quarter. Keener Financial Planning LLC now owns 890 shares of the semiconductor manufacturer’s stock valued at $149,000 after purchasing an additional 230 shares in the last quarter. Diversify Wealth Management LLC lifted its holdings in Broadcom by 5.6% in the 1st quarter. Diversify Wealth Management LLC now owns 38,016 shares of the semiconductor manufacturer’s stock valued at $6,365,000 after purchasing an additional 2,016 shares in the last quarter. OMNI 360 Wealth Inc. lifted its holdings in Broadcom by 51.6% in the 1st quarter. OMNI 360 Wealth Inc. now owns 2,980 shares of the semiconductor manufacturer’s stock valued at $499,000 after purchasing an additional 1,014 shares in the last quarter. Finally, Gamco Investors INC. ET AL lifted its holdings in Broadcom by 1.3% in the 1st quarter. Gamco Investors INC. ET AL now owns 54,406 shares of the semiconductor manufacturer’s stock valued at $9,109,000 after purchasing an additional 700 shares in the last quarter. Hedge funds and other institutional investors own 76.43% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on AVGO. Deutsche Bank Aktiengesellschaft raised their price objective on Broadcom from $300.00 to $350.00 and gave the company a “buy” rating in a report on Friday. Bank of America raised their price objective on Broadcom from $300.00 to $400.00 and gave the company a “buy” rating in a report on Friday. TD Cowen lifted their price target on Broadcom from $355.00 to $370.00 and gave the stock a “buy” rating in a report on Friday. JPMorgan Chase & Co. lifted their price target on Broadcom from $325.00 to $400.00 and gave the stock an “overweight” rating in a report on Friday. Finally, Barclays lifted their price target on Broadcom from $265.00 to $400.00 and gave the stock an “overweight” rating in a report on Friday. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Broadcom presently has a consensus rating of “Buy” and an average target price of $351.00.

Get Our Latest Stock Report on AVGO

Insider Transactions at Broadcom

In related news, CEO Hock E. Tan sold 40,000 shares of the business’s stock in a transaction dated Thursday, June 26th. The shares were sold at an average price of $268.29, for a total value of $10,731,600.00. Following the sale, the chief executive officer directly owned 482,836 shares in the company, valued at approximately $129,540,070.44. The trade was a 7.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Justine Page sold 800 shares of the business’s stock in a transaction dated Thursday, August 14th. The shares were sold at an average price of $307.46, for a total transaction of $245,968.00. Following the completion of the sale, the director owned 23,782 shares in the company, valued at approximately $7,312,013.72. This trade represents a 3.25% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 830,516 shares of company stock worth $217,286,457 in the last 90 days. Insiders own 2.00% of the company’s stock.

Broadcom Stock Up 9.4%

NASDAQ AVGO opened at $334.89 on Friday. The firm has a market cap of $1.58 trillion, a PE ratio of 85.43, a P/E/G ratio of 2.17 and a beta of 1.16. Broadcom Inc. has a 52 week low of $134.90 and a 52 week high of $356.34. The business’s fifty day simple moving average is $292.09 and its 200-day simple moving average is $237.25. The company has a quick ratio of 0.98, a current ratio of 1.08 and a debt-to-equity ratio of 0.89.

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 the consensus estimate of $1.66 by $0.03. The firm had revenue of $15.95 billion for the quarter, compared to analyst estimates of $15.82 billion. Broadcom had a net margin of 31.59% and a return on equity of 37.17%. Broadcom’s revenue was up 22.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.24 EPS. Broadcom has set its Q4 2025 guidance at EPS. As a group, equities analysts anticipate that Broadcom Inc. will post 5.38 earnings per share for the current year.

Broadcom Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 30th. Investors of record on Monday, September 22nd will be issued a $0.59 dividend. This represents a $2.36 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, September 22nd. Broadcom’s payout ratio is 88.39%.

Broadcom Company Profile

(Free Report)