Semmax Financial Advisors Inc. Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Semmax Financial Advisors Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,621 shares of the semiconductor company’s stock after purchasing an additional 625 shares during the quarter. Semmax Financial Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $4,170,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. DekaBank Deutsche Girozentrale increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 1st quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock valued at $214,442,000 after acquiring an additional 11,693 shares during the period. Pinnacle Investment Management Ltd purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth $26,661,000. Quantbot Technologies LP grew its stake in Taiwan Semiconductor Manufacturing by 452.2% during the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after buying an additional 38,837 shares during the last quarter. Sentry LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth $222,000. Finally, In Depth Partners LLC grew its stake in Taiwan Semiconductor Manufacturing by 36.1% during the 1st quarter. In Depth Partners LLC now owns 73,757 shares of the semiconductor company’s stock worth $12,244,000 after buying an additional 19,547 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $246.91 on Tuesday. The stock has a 50-day moving average of $236.57 and a two-hundred day moving average of $201.22. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $248.28. 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 stock has a market cap of $1.28 trillion, a P/E ratio of 28.15, a P/E/G ratio of 1.16 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. During the same quarter in the previous year, the firm posted $1.48 EPS. The firm’s revenue 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 predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 28.16%.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on TSM. Needham & Company LLC restated a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Barclays restated an “overweight” rating and set a $240.00 target price (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Finally, Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $258.33.

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.