Nicholas Wealth LLC. grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 14.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,665 shares of the semiconductor company’s stock after buying an additional 216 shares during the quarter. Nicholas Wealth LLC.’s holdings in Taiwan Semiconductor Manufacturing were worth $377,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also made changes to their positions in the company. Alliance Wealth Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 2.4% in the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after purchasing an additional 43 shares during the last quarter. Pflug Koory LLC lifted its stake in Taiwan Semiconductor Manufacturing by 3.9% in the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after buying an additional 43 shares in the last quarter. Frazier Financial Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 9.1% during the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock valued at $117,000 after buying an additional 43 shares during the last quarter. Flagship Harbor Advisors LLC increased its position in Taiwan Semiconductor Manufacturing by 1.2% during the second quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock worth $820,000 after buying an additional 43 shares in the last quarter. Finally, Liberty One Investment Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 4.3% in the second quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock worth $244,000 after acquiring an additional 44 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
A number of research analysts have issued reports on the stock. Needham & Company LLC restated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. 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, Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $371.67.
Taiwan Semiconductor Manufacturing Price Performance
TSM stock opened at $278.21 on Wednesday. The stock has a 50-day moving average price of $286.69 and a two-hundred day moving average price of $244.07. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The company has a market cap of $1.44 trillion, a PE ratio of 28.53, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data 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 company had revenue of $32.36 billion for 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 quarterly revenue was up 40.1% compared to the same quarter last year. During the same period last year, the business posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 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 firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 26.97%.
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.
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