Viewpoint Investment Partners Corp Raises Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Viewpoint Investment Partners Corp boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 186.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,785 shares of the semiconductor company’s stock after buying an additional 3,115 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 0.6% of Viewpoint Investment Partners Corp’s portfolio, making the stock its 27th largest position. Viewpoint Investment Partners Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $1,084,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. City Holding Co. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 238.0% during the first quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 119 shares during the last quarter. 1248 Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $28,000. Signature Resources Capital Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 138.8% during the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock valued at $32,000 after purchasing an additional 111 shares during the last quarter. Graybill Wealth Management LTD. purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $33,000. Finally, Vision Financial Markets LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $33,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on TSM. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research report on Monday, July 14th. Needham & Company LLC reissued a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Finally, Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, September 16th. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $286.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $288.75 on Thursday. The firm has a fifty day simple moving average of $248.47 and a two-hundred day simple moving average of $211.44. The firm has a market cap of $1.50 trillion, a PE ratio of 32.92, a P/E/G ratio of 1.33 and a beta of 1.28. 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 $290.48.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. The firm had revenue of $30.07 billion for 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 company’s revenue for the quarter was up 44.4% on a year-over-year basis. During the same period last year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, equities analysts anticipate 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. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 29.42%.

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.