Personal CFO Solutions LLC lessened its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 7.6% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 14,603 shares of the semiconductor company’s stock after selling 1,207 shares during the period. Taiwan Semiconductor Manufacturing comprises about 0.6% of Personal CFO Solutions LLC’s holdings, making the stock its 26th biggest position. Personal CFO Solutions LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,307,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in TSM. Alliance Wealth Advisors LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after purchasing an additional 43 shares during the last quarter. Pflug Koory LLC grew its holdings in Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after purchasing an additional 43 shares during the period. Frazier Financial Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 9.1% during the second quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock valued at $117,000 after purchasing an additional 43 shares during the period. Flagship Harbor Advisors LLC increased its position in Taiwan Semiconductor Manufacturing by 1.2% in the second quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock worth $820,000 after buying an additional 43 shares during the last quarter. Finally, Liberty One Investment Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.3% in the second quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock valued at $244,000 after buying an additional 44 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
Several research analysts have recently weighed in on the company. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating for the company. Susquehanna boosted their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Finally, Needham & Company LLC restated a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Six analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $371.67.
Taiwan Semiconductor Manufacturing Trading Down 1.7%
Shares of Taiwan Semiconductor Manufacturing stock opened at $277.65 on Friday. The company’s 50-day moving average price is $287.51 and its 200-day moving average price is $244.57. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The company has a market cap of $1.44 trillion, a price-to-earnings ratio of 28.48, a PEG ratio of 1.02 and a beta of 1.31.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last issued its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. The company had revenue of $32.36 billion during the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.
Taiwan Semiconductor Manufacturing Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This is an increase 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%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.
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.
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