Burr Financial Services LLC Increases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Burr Financial Services LLC has increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 13.2% in the 2nd quarter, now owning a total of 18,877 shares valued at approximately $4.27 million.
• The company reported $2.47 earnings per share for the last quarter, significantly surpassing analyst expectations, with revenue reaching $30.07 billion.
• Taiwan Semiconductor has announced a quarterly dividend increase, with the upcoming payout of $0.8348, raising the annualized yield to 1.3%.

Burr Financial Services LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 18,877 shares of the semiconductor company's stock after buying an additional 2,208 shares during the period. Taiwan Semiconductor Manufacturing comprises 3.6% of Burr Financial Services LLC's portfolio, making the stock its 11th largest holding. Burr Financial Services LLC's holdings in Taiwan Semiconductor Manufacturing were worth $4,275,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of TSM. Sandy Cove Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $203,000. Little House Capital LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 70.1% during the 2nd quarter. Little House Capital LLC now owns 29,383 shares of the semiconductor company's stock valued at $6,655,000 after acquiring an additional 12,114 shares during the last quarter. Parisi Gray Wealth Management grew its stake in shares of Taiwan Semiconductor Manufacturing by 7.8% in the second quarter. Parisi Gray Wealth Management now owns 7,761 shares of the semiconductor company's stock worth $1,758,000 after acquiring an additional 559 shares during the period. Northstar Advisory Group LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $1,244,000. Finally, Dover Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 1.1% during the second quarter. Dover Advisors LLC now owns 14,220 shares of the semiconductor company's stock valued at $3,221,000 after purchasing an additional 160 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM traded up $0.73 during trading on Tuesday, hitting $262.11. 10,358,887 shares of the stock traded hands, compared to its average volume of 10,691,940. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $266.44. The firm has a 50-day simple moving average of $239.88 and a 200-day simple moving average of $204.09. The company has a market capitalization of $1.36 trillion, a P/E ratio of 29.89, a price-to-earnings-growth ratio of 1.24 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating 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 firm had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same period in the prior year, the company 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. As a group, 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 announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be issued a $0.8348 dividend. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.3%. Taiwan Semiconductor Manufacturing's payout ratio is presently 28.16%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on TSM shares. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an "overweight" rating in a research report on Tuesday. Needham & Company LLC reissued a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Finally, Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Four equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock presently has an average rating of "Buy" and an average target price of $286.67.

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.