GK Wealth Management LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

GK Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 193.8% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 3,981 shares of the semiconductor company’s stock after purchasing an additional 2,626 shares during the quarter. GK Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $661,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the business. First Heartland Consultants Inc. raised its position in Taiwan Semiconductor Manufacturing by 4.2% during the 4th quarter. First Heartland Consultants Inc. now owns 1,236 shares of the semiconductor company’s stock worth $244,000 after buying an additional 50 shares during the last quarter. Formidable Asset Management LLC raised its position in Taiwan Semiconductor Manufacturing by 3.2% during the 4th quarter. Formidable Asset Management LLC now owns 1,606 shares of the semiconductor company’s stock worth $317,000 after buying an additional 50 shares during the last quarter. Connecticut Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 0.7% during the 4th quarter. Connecticut Wealth Management LLC now owns 7,416 shares of the semiconductor company’s stock worth $1,465,000 after buying an additional 55 shares during the last quarter. Brown Shipley& Co Ltd raised its position in Taiwan Semiconductor Manufacturing by 1.4% during the 1st quarter. Brown Shipley& Co Ltd now owns 3,926 shares of the semiconductor company’s stock worth $652,000 after buying an additional 55 shares during the last quarter. Finally, WealthPlan Investment Management LLC raised its position in Taiwan Semiconductor Manufacturing by 3.2% during the 1st quarter. WealthPlan Investment Management LLC now owns 1,847 shares of the semiconductor company’s stock worth $307,000 after buying an additional 57 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $260.40 on Thursday. The company’s fifty day moving average price is $237.62 and its 200 day moving average price is $201.97. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $264.58. The stock has a market capitalization of $1.35 trillion, a P/E ratio of 29.69, a P/E/G ratio of 1.19 and a beta of 1.23. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm had revenue of $30.07 billion for the quarter, compared to analysts’ expectations of $28.50 billion. During the same quarter last year, the company earned $1.48 EPS. The firm’s revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.3%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.16%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on TSM shares. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Finally, Barclays reaffirmed an “overweight” rating and set a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Four investment analysts have rated the stock with a Buy rating, According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $258.33.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.