Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Lifted by Modus Advisors LLC

Modus Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,928 shares of the semiconductor company’s stock after buying an additional 74 shares during the quarter. Modus Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $890,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. First Heartland Consultants Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 4.2% during the fourth quarter. First Heartland Consultants Inc. now owns 1,236 shares of the semiconductor company’s stock valued at $244,000 after buying an additional 50 shares in the last quarter. Formidable Asset Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 3.2% during the fourth quarter. Formidable Asset Management LLC now owns 1,606 shares of the semiconductor company’s stock valued at $317,000 after buying an additional 50 shares in the last quarter. Michael S. Ryan Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 1.7% during the second quarter. Michael S. Ryan Inc. now owns 3,239 shares of the semiconductor company’s stock valued at $734,000 after buying an additional 53 shares in the last quarter. Connecticut Wealth Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 0.7% during the fourth quarter. Connecticut Wealth Management LLC now owns 7,416 shares of the semiconductor company’s stock valued at $1,465,000 after buying an additional 55 shares in the last quarter. Finally, Brown Shipley& Co Ltd boosted its stake in Taiwan Semiconductor Manufacturing by 1.4% during the first quarter. Brown Shipley& Co Ltd now owns 3,926 shares of the semiconductor company’s stock valued at $652,000 after buying an additional 55 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

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

Taiwan Semiconductor Manufacturing Stock Up 0.1%

Shares of Taiwan Semiconductor Manufacturing stock opened at $259.27 on Friday. The stock has a 50-day moving average price of $238.56 and a 200 day moving average price of $202.97. The company has a market cap of $1.34 trillion, a P/E ratio of 29.56, a P/E/G ratio of 1.23 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 1 year low of $134.25 and a 1 year high of $264.58.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.13 by $0.34. The firm had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The business’s revenue for the quarter was up 44.4% on a year-over-year basis. During the same period in the prior year, the business earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.3%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 28.16%.

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.