Thoroughbred Financial Services LLC Lowers Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Thoroughbred Financial Services LLC decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 25.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 83,049 shares of the semiconductor company’s stock after selling 29,004 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 1.3% of Thoroughbred Financial Services LLC’s holdings, making the stock its 12th largest holding. Thoroughbred Financial Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $18,809,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Alliance Wealth Advisors LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 2.4% during the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after purchasing an additional 43 shares in the last quarter. Pflug Koory LLC boosted its position in Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after acquiring an additional 43 shares in the last quarter. Frazier Financial Advisors LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 9.1% in the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock valued at $117,000 after acquiring an additional 43 shares during the period. Flagship Harbor Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 1.2% in the 2nd quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock worth $820,000 after acquiring an additional 43 shares in the last quarter. Finally, Liberty One Investment Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 4.3% during the 2nd quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock worth $244,000 after purchasing an additional 44 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 0.9%

Shares of Taiwan Semiconductor Manufacturing stock opened at $284.79 on Friday. The firm has a fifty day moving average price of $285.44 and a 200 day moving average price of $241.53. 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 stock has a market cap of $1.48 trillion, a PE ratio of 29.21, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. During the same quarter last year, the company earned $1.94 EPS. The business’s revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

Analyst Ratings Changes

TSM has been the subject of a number of recent research reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Moderate Buy” and a consensus target price of $371.67.

About Taiwan Semiconductor Manufacturing

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.