Arlington Capital Management Inc. Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Arlington Capital Management Inc. acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), purchasing 966 shares valued at approximately $219,000 during the second quarter.
• Analysts have set optimistic price targets for TSM, with Barclays updating theirs from $275.00 to $325.00 and a consensus target price now standing at $286.67.
• Taiwan Semiconductor Manufacturing announced a quarterly dividend increase, raising the amount to $0.8348 per share, representing a 1.2% yield and a positive shift from its previous dividend of $0.65.

Arlington Capital Management Inc. acquired 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 filing with the Securities & Exchange Commission. The firm acquired 966 shares of the semiconductor company's stock, valued at approximately $219,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. City Holding Co. increased its stake in shares of Taiwan Semiconductor Manufacturing by 238.0% in the first quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after buying an additional 119 shares during the last quarter. 1248 Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter worth $28,000. Signature Resources Capital Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 138.8% in the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock worth $32,000 after buying an additional 111 shares during the last quarter. Graybill Wealth Management LTD. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. Finally, Vision Financial Markets LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. Institutional investors own 16.51% of the company's stock.

Analysts Set New Price Targets

TSM has been the subject of a number of research analyst reports. Needham & Company LLC restated a "buy" rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a report on Tuesday, September 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Finally, Susquehanna lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Four analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock presently has a consensus rating of "Buy" and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $281.08 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $286.00. The company has a market cap of $1.46 trillion, a price-to-earnings ratio of 32.05, a price-to-earnings-growth ratio of 1.34 and a beta of 1.23. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The firm has a fifty day moving average of $244.61 and a 200-day moving average of $207.80.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter in the previous year, the company posted $1.48 earnings per share. The company's revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, equities analysts anticipate 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 declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. 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 dividend payout ratio is presently 29.99%.

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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