Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Raised by Modus Advisors LLC

Modus Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,928 shares of the semiconductor company’s stock after purchasing an additional 74 shares during the period. Modus Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $890,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. First Heartland Consultants Inc. raised its stake in shares of 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 purchasing an additional 50 shares in the last quarter. Formidable Asset Management LLC raised its stake in shares of 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 purchasing an additional 50 shares in the last quarter. Michael S. Ryan Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 1.7% during the 2nd quarter. Michael S. Ryan Inc. now owns 3,239 shares of the semiconductor company’s stock worth $734,000 after purchasing an additional 53 shares in the last quarter. Connecticut Wealth Management LLC raised its stake in shares of 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 purchasing an additional 55 shares in the last quarter. Finally, Brown Shipley& Co Ltd raised its stake in shares of 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 purchasing an additional 55 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

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

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $259.27 on Friday. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The business’s 50 day moving average is $238.56 and its two-hundred day moving average is $202.97. The company has a market cap of $1.34 trillion, a P/E ratio of 29.56, a P/E/G ratio of 1.23 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $264.58.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.13 by $0.34. The company had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company’s revenue for the quarter was up 44.4% on a year-over-year basis. During the same period in the previous year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 28.16%.

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.