First American Trust FSB Lowers Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First American Trust FSB lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 21.4% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,374 shares of the semiconductor company’s stock after selling 647 shares during the period. First American Trust FSB’s holdings in Taiwan Semiconductor Manufacturing were worth $538,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Empowered Funds LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 135.0% during the second quarter. Empowered Funds LLC now owns 57,245 shares of the semiconductor company’s stock worth $12,965,000 after purchasing an additional 32,886 shares during the last quarter. Frank Rimerman Advisors LLC raised its position in Taiwan Semiconductor Manufacturing by 2.1% during the 2nd quarter. Frank Rimerman Advisors LLC now owns 54,300 shares of the semiconductor company’s stock worth $12,298,000 after buying an additional 1,126 shares during the last quarter. Lighthouse Financial LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 1.6% in the 2nd quarter. Lighthouse Financial LLC now owns 6,300 shares of the semiconductor company’s stock worth $1,427,000 after acquiring an additional 100 shares during the period. Westover Capital Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 6.1% in the second quarter. Westover Capital Advisors LLC now owns 19,441 shares of the semiconductor company’s stock valued at $4,403,000 after acquiring an additional 1,126 shares in the last quarter. Finally, Capital Square LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $264,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Down 1.3%

TSM opened at $278.21 on Wednesday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The company has a market cap of $1.44 trillion, a price-to-earnings ratio of 28.53, a PEG ratio of 1.02 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $311.37. The business’s fifty day moving average is $286.69 and its two-hundred day moving average is $244.07.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) 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 the consensus estimate of $951.89 billion. During the same quarter in the previous year, the company posted $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. 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 declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 26.97%.

Analysts Set New Price Targets

A number of brokerages recently commented on TSM. Needham & Company LLC restated a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, November 13th. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $371.67.

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.