BKM Wealth Management LLC Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• BKM Wealth Management LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. by 24.9%, now owning 4,941 shares valued at approximately $1.12 million.
• The company reported earnings per share of $2.92 for the latest quarter, exceeding analysts' estimates by $0.33, with a year-over-year revenue increase of 40.1%.
• Taiwan Semiconductor has declared a quarterly dividend increase to $0.8348, up from $0.65, indicating a positive change in its dividend policy and a yield of 1.1%.

BKM Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 24.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,941 shares of the semiconductor company's stock after buying an additional 984 shares during the quarter. BKM Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,119,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. 1248 Management LLC purchased a new position in Taiwan Semiconductor Manufacturing in the first quarter worth $28,000. Graybill Wealth Management LTD. purchased a new position in Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. Vision Financial Markets LLC purchased a new position in Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. Keener Financial Planning LLC purchased a new position in Taiwan Semiconductor Manufacturing in the first quarter worth $39,000. Finally, Hemington Wealth Management grew its holdings in Taiwan Semiconductor Manufacturing by 78.2% in the first quarter. Hemington Wealth Management now owns 253 shares of the semiconductor company's stock worth $41,000 after purchasing an additional 111 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $295.37 on Friday. The firm has a market capitalization of $1.53 trillion, a PE ratio of 30.29, a price-to-earnings-growth ratio of 1.41 and a beta of 1.28. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $311.37. The company's fifty day moving average price is $262.16 and its 200-day moving average price is $222.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same period in the previous year, the company earned $1.94 earnings per share. The business's quarterly revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a $0.8348 dividend. 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. This represents a $3.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 26.97%.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on TSM shares. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an "overweight" rating in a report on Friday. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a "buy" rating in a report on Thursday. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a "positive" rating in a report on Friday, October 10th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an "outperform" rating on the stock. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a report on Saturday. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $371.67.

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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