United Advisor Group LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 14.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,716 shares of the semiconductor company’s stock after purchasing an additional 213 shares during the period. United Advisor Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $389,000 as of its most recent SEC filing.
Other large investors also recently modified their holdings of the company. Empowered Funds LLC raised its stake in 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 acquiring an additional 32,886 shares during the period. Frank Rimerman Advisors LLC boosted its stake in Taiwan Semiconductor Manufacturing by 2.1% in the second quarter. Frank Rimerman Advisors LLC now owns 54,300 shares of the semiconductor company’s stock valued at $12,298,000 after acquiring an additional 1,126 shares during the period. Lighthouse Financial LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 1.6% during the second quarter. Lighthouse Financial LLC now owns 6,300 shares of the semiconductor company’s stock valued at $1,427,000 after purchasing an additional 100 shares during the last quarter. Westover Capital Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 6.1% during the 2nd quarter. Westover Capital Advisors LLC now owns 19,441 shares of the semiconductor company’s stock worth $4,403,000 after purchasing an additional 1,126 shares during the period. Finally, Capital Square LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $264,000. 16.51% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades
A number of research analysts recently issued reports on the company. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Needham & Company LLC reiterated a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. 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 given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $371.67.
Taiwan Semiconductor Manufacturing Stock Down 1.3%
Taiwan Semiconductor Manufacturing stock opened at $278.21 on Wednesday. The stock 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. 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 company’s 50-day moving average price is $286.69 and its two-hundred day moving average price is $244.07. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $311.37.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last issued its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The company had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business’s revenue for the quarter was up 40.1% compared to the same quarter last year. During the same period in the prior year, the business posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.
Taiwan Semiconductor Manufacturing Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a yield of 1.4%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.
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.
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