Dakota Wealth Management Reduces Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Dakota Wealth Management lowered its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 35.1% during the second quarter, Holdings Channel reports. The firm owned 11,674 shares of the semiconductor company’s stock after selling 6,312 shares during the period. Dakota Wealth Management’s holdings in Taiwan Semiconductor Manufacturing were worth $2,644,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. City Holding Co. lifted its position in Taiwan Semiconductor Manufacturing by 238.0% in the first quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 119 shares during the last quarter. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter worth about $28,000. Signature Resources Capital Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 138.8% during the first 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 stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Finally, Vision Financial Markets LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

TSM has been the topic of several research analyst reports. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. 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 report on Monday, July 14th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Finally, Barclays increased their price target 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. Four analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $276.69 on Friday. 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 business has a 50 day simple moving average of $245.24 and a 200-day simple moving average of $208.53. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $286.00. The stock has a market capitalization of $1.44 trillion, a PE ratio of 31.55, a price-to-earnings-growth ratio of 1.33 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. The firm had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 44.4% on a year-over-year basis. During the same period last year, the firm posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities 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 company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 29.42%.

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.