Laffer Tengler Investments Inc. Invests $342,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Laffer Tengler Investments Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 1,511 shares of the semiconductor company’s stock, valued at approximately $342,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Brighton Jones LLC increased its position in Taiwan Semiconductor Manufacturing by 20.9% in the fourth 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. Nisa Investment Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing by 9.4% during the 1st quarter. Nisa Investment Advisors LLC now owns 2,317 shares of the semiconductor company’s stock valued at $386,000 after purchasing an additional 200 shares during the period. Alps Advisors Inc. grew its position in Taiwan Semiconductor Manufacturing by 37.1% in the 1st quarter. Alps Advisors Inc. now owns 5,964 shares of the semiconductor company’s stock worth $990,000 after purchasing an additional 1,613 shares during the last quarter. Xponance Inc. grew its position in Taiwan Semiconductor Manufacturing by 47.7% in the 1st quarter. Xponance Inc. now owns 8,539 shares of the semiconductor company’s stock worth $1,417,000 after purchasing an additional 2,758 shares during the last quarter. Finally, Mutual of America Capital Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth approximately $6,344,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $286.56 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $311.37. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The stock has a market cap of $1.49 trillion, a PE ratio of 29.39, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The company’s 50-day moving average price is $279.96 and its two-hundred day moving average price is $238.24.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. During the same period last year, the company posted $1.94 EPS. The company’s revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 26.97%.

Analysts Set New Price Targets

A number of research analysts have recently commented on TSM shares. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Needham & Company LLC reiterated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating for the company. Finally, Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $371.67.

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.