RNC Capital Management LLC Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

RNC Capital Management LLC increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 53,308 shares of the semiconductor company’s stock after buying an additional 2,711 shares during the quarter. RNC Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $12,074,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in TSM. Brighton Jones LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares in the last quarter. GAMMA Investing LLC grew its position in Taiwan Semiconductor Manufacturing by 7.0% in the first quarter. GAMMA Investing LLC now owns 9,103 shares of the semiconductor company’s stock valued at $1,511,000 after acquiring an additional 594 shares in the last quarter. Flagship Harbor Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 14.3% during the first quarter. Flagship Harbor Advisors LLC now owns 3,578 shares of the semiconductor company’s stock worth $594,000 after purchasing an additional 449 shares in the last quarter. Chevy Chase Trust Holdings LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 19.2% in the first quarter. Chevy Chase Trust Holdings LLC now owns 6,324 shares of the semiconductor company’s stock valued at $1,050,000 after purchasing an additional 1,018 shares during the period. Finally, Cornerstone Wealth Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 5.0% in the first quarter. Cornerstone Wealth Group LLC now owns 2,017 shares of the semiconductor company’s stock valued at $335,000 after purchasing an additional 96 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 1.9%

NYSE:TSM opened at $288.77 on Thursday. The company has a market capitalization of $1.50 trillion, a price-to-earnings ratio of 29.62, a price-to-earnings-growth ratio of 0.99 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $311.37. The stock has a 50-day simple moving average of $265.24 and a 200 day simple moving average of $224.45. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company’s revenue for the quarter was up 40.1% compared to the same quarter last year. During the same period last year, the firm earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 26.67%.

Analyst Ratings Changes

A number of brokerages have commented on TSM. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 18th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, October 16th. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Susquehanna lifted their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $371.67.

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.