Blue Trust Inc. Has $10.39 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Blue Trust Inc. increased its stake in Taiwan Semiconductor Manufacturing Company (TSM) by 6.5%, holding 45,870 shares valued at $10.39 million as of the latest SEC filing.
• Taiwan Semiconductor Manufacturing reported a quarterly EPS of $2.47, exceeding estimates, with a revenue of $30.07 billion, up 44.4% year-over-year.
• A quarterly dividend of $0.8348 per share was announced, reflecting a positive increase from the previous dividend and a yield of 1.1%.

Blue Trust Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 45,870 shares of the semiconductor company's stock after acquiring an additional 2,795 shares during the quarter. Blue Trust Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $10,389,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in TSM. Alliance Wealth Advisors LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company's stock worth $411,000 after buying an additional 43 shares during the period. Pflug Koory LLC increased its holdings in Taiwan Semiconductor Manufacturing by 3.9% in the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company's stock worth $257,000 after purchasing an additional 43 shares in the last quarter. Westmount Partners LLC lifted its stake in Taiwan Semiconductor Manufacturing by 2.2% in the second quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company's stock valued at $481,000 after buying an additional 45 shares during the period. Mirador Capital Partners LP boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.6% during the 2nd quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company's stock worth $404,000 after buying an additional 45 shares in the last quarter. Finally, Matisse Capital grew its position in shares of Taiwan Semiconductor Manufacturing by 1.3% during the 2nd quarter. Matisse Capital now owns 3,607 shares of the semiconductor company's stock worth $817,000 after buying an additional 46 shares during the period. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $299.90 on Friday. The business has a fifty day simple moving average of $255.00 and a two-hundred day simple moving average of $216.42. 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 market capitalization of $1.56 trillion, a P/E ratio of 34.20, a P/E/G ratio of 1.45 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 (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 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 business had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. During the same period in the prior year, the firm earned $1.48 earnings per share. The company's 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 expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. 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. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing's payout ratio is currently 29.99%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on TSM. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Needham & Company LLC reiterated a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday. They set an "outperform" rating on the stock. Finally, Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an "overweight" rating in a research report on Thursday. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target 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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