Blair William & Co. IL Buys 3,191 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Blair William & Co. IL increased its stake in Taiwan Semiconductor Manufacturing Company (TSM) by 3.4%, now holding a total of 97,202 shares valued at approximately $22 million.
• TSM reported earnings of $2.47 per share for the last quarter, exceeding analysts' expectations of $2.13, with revenue increasing by 44.4% year-over-year to $30.07 billion.
• The company announced an increase in its quarterly dividend to $0.8348 per share, resulting in an annualized dividend yield of 1.1%, to be paid on January 8th.

Blair William & Co. IL raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.4% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 97,202 shares of the semiconductor company's stock after acquiring an additional 3,191 shares during the period. Blair William & Co. IL's holdings in Taiwan Semiconductor Manufacturing were worth $22,015,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. DekaBank Deutsche Girozentrale lifted its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 1st quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock worth $214,442,000 after purchasing an additional 11,693 shares during the period. Powers Advisory Group LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $240,000. Hudson Edge Investment Partners Inc. lifted its stake 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 worth $53,566,000 after purchasing an additional 21,648 shares during the period. Quantbot Technologies LP lifted its stake in shares of Taiwan Semiconductor Manufacturing by 452.2% in the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock worth $7,873,000 after purchasing an additional 38,837 shares during the period. Finally, RFG Holdings Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 66.1% in the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company's stock worth $883,000 after purchasing an additional 1,551 shares during the period. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 1.5%

Shares of TSM opened at $299.90 on Friday. 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 $307.30. The company has a 50 day simple moving average of $255.00 and a two-hundred day simple moving average of $216.42. The firm has a market cap of $1.56 trillion, a P/E ratio of 34.20, a price-to-earnings-growth ratio of 1.45 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 business had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. During the same period last year, the firm posted $1.48 EPS. The company's revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, equities analysts expect 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 given a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 29.99%.

Wall Street Analyst Weigh In

TSM has been the topic of several recent research reports. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday. They issued an "outperform" rating on the stock. Susquehanna increased their target price 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. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. 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, Needham & Company LLC reissued a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $288.33.

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.

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