Stockman Wealth Management Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Stockman Wealth Management Inc. grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,864 shares of the semiconductor company’s stock after buying an additional 295 shares during the quarter. Stockman Wealth Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $649,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. DekaBank Deutsche Girozentrale boosted its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock worth $214,442,000 after acquiring an additional 11,693 shares during the period. Quantbot Technologies LP boosted its stake in shares of Taiwan Semiconductor Manufacturing by 452.2% in the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after acquiring an additional 38,837 shares during the period. RFG Holdings Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 66.1% in the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock worth $883,000 after acquiring an additional 1,551 shares during the period. Duquesne Family Office LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 456.9% in the first quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock worth $99,397,000 after acquiring an additional 491,265 shares during the period. Finally, Sentry LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter worth about $222,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $273.41 on Friday. The firm has a market capitalization of $1.42 trillion, a price-to-earnings ratio of 31.18, a PEG ratio of 1.30 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $286.00. The business has a 50 day simple moving average of $245.90 and a 200-day simple moving average of $209.46. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analyst estimates 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 last year, the company earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 29.99%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Needham & Company LLC reaffirmed a “buy” rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 16th. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $286.67.

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.