1,200 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Burns J W & Co. Inc. NY

Key Points

• Burns J W & Co. Inc. has acquired a new stake of 1,200 shares in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), worth approximately $272,000.
• The company reported a significant 44.4% year-over-year revenue increase, with earnings per share of $2.47 in the last quarter, exceeding analyst expectations.
• Taiwan Semiconductor has announced an increased quarterly dividend of $0.8348, up from $0.65, reflecting a commitment to returning value to shareholders.

Burns J W & Co. Inc. NY purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,200 shares of the semiconductor company's stock, valued at approximately $272,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in TSM. Goldman Sachs Group Inc. grew 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 acquiring an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD raised its stake in Taiwan Semiconductor Manufacturing by 19.1% in the first quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company's stock worth $2,050,141,000 after buying an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 0.6% during the first quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company's stock valued at $1,608,551,000 after buying an additional 59,079 shares during the last quarter. Jennison Associates LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 36.8% in the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company's stock worth $1,578,499,000 after purchasing an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. raised its position in Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company's stock worth $1,471,426,000 after acquiring an additional 2,121,758 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 1.6%

Shares of Taiwan Semiconductor Manufacturing stock opened at $264.27 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $270.54. The business's 50 day moving average is $241.95 and its 200-day moving average is $205.73. 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 stock has a market cap of $1.37 trillion, a P/E ratio of 30.13, a P/E/G ratio of 1.28 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analysts' expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The firm's revenue was up 44.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be issued a $0.8348 dividend. This represents a $3.34 annualized dividend and a dividend yield of 1.3%. 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. Taiwan Semiconductor Manufacturing's payout ratio is presently 29.42%.

Wall Street Analysts Forecast Growth

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

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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