JFS Wealth Advisors LLC Has $536,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

JFS Wealth Advisors LLC reduced its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,368 shares of the semiconductor company’s stock after selling 95 shares during the period. JFS Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $536,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of TSM. New Vernon Capital Holdings II LLC grew its holdings in Taiwan Semiconductor Manufacturing by 16,500.0% during the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after acquiring an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 55.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after purchasing an additional 6,180,445 shares in the last quarter. Nuveen LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $482,676,000. Jennison Associates LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 36.8% during the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock worth $1,578,499,000 after purchasing an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its position in shares of Taiwan Semiconductor Manufacturing by 31.5% during the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after purchasing an additional 2,121,758 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $281.08 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $307.30. The stock has a market cap of $1.46 trillion, a price-to-earnings ratio of 32.05, a PEG ratio of 1.34 and a beta of 1.28. 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’s 50-day simple moving average is $255.91 and its 200 day simple moving average is $217.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly 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 business had revenue of $30.07 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, research analysts anticipate 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 announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is 29.65%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on TSM shares. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday. Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday. Finally, Needham & Company LLC reissued a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Five equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $333.33.

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.