Walkner Condon Financial Advisors LLC Boosts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Walkner Condon Financial Advisors LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,222 shares of the semiconductor company’s stock after purchasing an additional 517 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $503,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Powers Advisory Group LLC purchased a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $240,000. Hudson Edge Investment Partners Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 10.1% in the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock valued at $53,566,000 after purchasing an additional 21,648 shares in the last quarter. Quantbot Technologies LP boosted its stake in shares of Taiwan Semiconductor Manufacturing by 452.2% during the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock valued at $7,873,000 after buying an additional 38,837 shares during the last quarter. RFG Holdings Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 66.1% during the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after buying an additional 1,551 shares during the last quarter. Finally, Duquesne Family Office LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 456.9% during the first quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock worth $99,397,000 after buying an additional 491,265 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $286.56 on Friday. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company’s 50-day moving average price is $279.96 and its 200 day moving average price is $237.07. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37. The firm has a market cap of $1.49 trillion, a price-to-earnings ratio of 29.39, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. During the same period in the prior year, the company earned $1.94 earnings per share. The business’s revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 26.97%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on TSM shares. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 24th. Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Finally, Barclays increased their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Six equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $371.67.

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.