BIP Wealth LLC bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 1,004 shares of the semiconductor company’s stock, valued at approximately $227,000.
Several other hedge funds have also modified their holdings of the stock. Brighton Jones LLC raised its holdings in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the period. GAMMA Investing LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 7.0% in the first quarter. GAMMA Investing LLC now owns 9,103 shares of the semiconductor company’s stock worth $1,511,000 after acquiring an additional 594 shares in the last quarter. Chevy Chase Trust Holdings LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 19.2% during the first quarter. Chevy Chase Trust Holdings LLC now owns 6,324 shares of the semiconductor company’s stock valued at $1,050,000 after acquiring an additional 1,018 shares during the period. Perigon Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 20.0% during the first quarter. Perigon Wealth Management LLC now owns 5,903 shares of the semiconductor company’s stock valued at $980,000 after acquiring an additional 983 shares during the period. Finally, Creative Financial Designs Inc. ADV lifted its position in shares of Taiwan Semiconductor Manufacturing by 102.0% in the 1st quarter. Creative Financial Designs Inc. ADV now owns 3,503 shares of the semiconductor company’s stock valued at $581,000 after acquiring an additional 1,769 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several equities analysts have weighed in on the stock. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 18th. Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday, October 16th. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Six investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $371.67.
Taiwan Semiconductor Manufacturing Stock Performance
Shares of NYSE TSM opened at $295.22 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. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $311.37. The business’s 50-day moving average price is $267.36 and its two-hundred day moving average price is $227.11. The company has a market capitalization of $1.53 trillion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 0.99 and a beta of 1.28.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm’s revenue was up 40.1% on a year-over-year basis. During the same period in the previous year, the company earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. 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 given a $0.8348 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 26.67%.
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.
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