Channel Wealth LLC Purchases 361 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Channel Wealth LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,233 shares of the semiconductor company’s stock after purchasing an additional 361 shares during the period. Channel Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $732,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Goldman Sachs Group Inc. raised 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 valued at $2,872,814,000 after purchasing an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD increased its holdings in Taiwan Semiconductor Manufacturing by 19.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company’s stock valued at $2,050,141,000 after acquiring an additional 1,984,835 shares during the last quarter. WCM Investment Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 0.6% in the 1st quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company’s stock valued at $1,608,551,000 after acquiring an additional 59,079 shares during the last quarter. Jennison Associates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 36.8% in the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after acquiring an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. increased its holdings in Taiwan Semiconductor Manufacturing by 31.5% in the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock valued at $1,471,426,000 after acquiring an additional 2,121,758 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts have issued reports on the stock. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a report on Monday, July 14th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday. Needham & Company LLC reiterated a “buy” rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $286.67.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $262.11 on Wednesday. The stock has a market cap of $1.36 trillion, a PE ratio of 29.89, a P/E/G ratio of 1.24 and a beta of 1.23. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $266.44. The company has a 50-day moving average price of $239.88 and a 200 day moving average price of $204.09.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data 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. The company had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm’s quarterly revenue was up 44.4% on a year-over-year basis. During the same period in the previous year, the company earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be given a $0.8348 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.3%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.16%.

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.