OLD National Bancorp IN Takes $11.93 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

OLD National Bancorp IN acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, HoldingsChannel reports. The fund acquired 52,688 shares of the semiconductor company’s stock, valued at approximately $11,933,000.

Several other institutional investors also recently bought and sold shares of TSM. City Holding Co. boosted its holdings in Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock worth $28,000 after buying an additional 119 shares during the last quarter. 1248 Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth about $28,000. Signature Resources Capital Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 138.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 111 shares in the last quarter. Graybill Wealth Management LTD. purchased a new position in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Finally, Vision Financial Markets LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

Taiwan Semiconductor Manufacturing stock opened at $292.42 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $296.72. 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 firm has a 50 day moving average price of $250.34 and a 200 day moving average price of $213.30. The company has a market capitalization of $1.52 trillion, a PE ratio of 33.34, a price-to-earnings-growth ratio of 1.39 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter last year, the firm earned $1.48 EPS. The firm’s revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research analysts expect 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 announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a $0.8348 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 29.42%.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 16th. Needham & Company LLC reissued a “buy” rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Saturday, September 27th. Four analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $286.67.

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.