CV Advisors LLC Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

CV Advisors LLC increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,493 shares of the semiconductor company’s stock after acquiring an additional 193 shares during the period. CV Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $338,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the company. 1248 Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $28,000. Signature Resources Capital Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 138.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 111 shares during the last quarter. Graybill Wealth Management LTD. purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $33,000. Vision Financial Markets LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $33,000. Finally, Keener Financial Planning LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $39,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of research reports. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday. Needham & Company LLC restated a “buy” rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Finally, Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday. They issued an “outperform” rating for the company. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $333.33.

Taiwan Semiconductor Manufacturing Trading Down 6.3%

NYSE:TSM opened at $281.08 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The firm has a market capitalization of $1.46 trillion, a price-to-earnings ratio of 32.05, a price-to-earnings-growth ratio of 1.34 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $307.30. The business has a fifty day moving average price of $255.91 and a 200-day moving average price of $217.42.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is currently 29.65%.

Taiwan Semiconductor Manufacturing Company 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.