Annex Advisory Services LLC Trims Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Annex Advisory Services LLC reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.4% during the 2nd quarter, HoldingsChannel reports. The firm owned 55,463 shares of the semiconductor company’s stock after selling 2,545 shares during the period. Annex Advisory Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $12,562,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of TSM. City Holding Co. grew its position in Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 119 shares during the last quarter. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth $28,000. Signature Resources Capital Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 138.8% in the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock valued at $32,000 after acquiring an additional 111 shares in the last quarter. Graybill Wealth Management LTD. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth about $33,000. Finally, Vision Financial Markets LLC purchased a new position 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.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $264.27 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $270.54. 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’s fifty day moving average price is $241.95 and its two-hundred day moving average price is $205.88. The firm has a market capitalization of $1.37 trillion, a PE ratio of 30.13, a P/E/G ratio of 1.26 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) 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 company had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter in the previous year, the company posted $1.48 earnings per share. The company’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. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. 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 annualized dividend and a dividend yield of 1.3%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 29.42%.

Analyst Ratings Changes

TSM has been the topic of a number of research reports. Needham & Company LLC reissued a “buy” rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 16th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Finally, Susquehanna increased their price target 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 data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target of $286.67.

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.