Value Partners Investments Inc. Invests $770,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Value Partners Investments Inc. acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. during Q2, purchasing 3,403 shares valued at approximately $770,000.
• Several institutional investors increased their stakes in Taiwan Semiconductor Manufacturing, with Silvercrest Asset Management growing its holdings by 81.9% in the last quarter.
• The company reported $2.47 earnings per share for the last quarter, exceeding analysts' estimates, and announced a quarterly dividend increase from $0.65 to $0.8348.

Value Partners Investments Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 3,403 shares of the semiconductor company's stock, valued at approximately $770,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. City Holding Co. boosted its position in Taiwan Semiconductor Manufacturing by 238.0% during the 1st 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 period. 1248 Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at approximately $28,000. Signature Resources Capital Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 138.8% during the 1st 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 period. Graybill Wealth Management LTD. acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at approximately $33,000. Finally, Vision Financial Markets LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at approximately $33,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on TSM. Needham & Company LLC restated a "buy" rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research report on Monday, July 14th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Finally, Barclays reiterated an "overweight" rating and set a $240.00 price target (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Four investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $258.33.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM traded up $0.36 during midday trading on Friday, reaching $259.27. The stock had a trading volume of 8,486,996 shares, compared to its average volume of 10,630,542. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $264.58. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The firm's 50 day moving average price is $238.56 and its 200-day moving average price is $203.12. The company has a market capitalization 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping analysts' consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter in the previous year, the business earned $1.48 EPS. The company's quarterly revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, analysts forecast 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 disclosed 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. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 28.16%.

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.