Callan Family Office LLC Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Callan Family Office LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 71.7%, holding 71,486 shares valued at approximately $16.2 million as of the latest quarter.
• The company reported Q2 earnings of $2.47 per share, surpassing estimates, and generated $30.07 billion in revenue, up 44.4% year-over-year.
• Taiwan Semiconductor Manufacturing's board has declared a quarterly dividend of $0.8348, an increase from the previous dividend of $0.65, indicating a commitment to return value to shareholders.

Callan Family Office LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 71.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 71,486 shares of the semiconductor company's stock after purchasing an additional 29,862 shares during the period. Callan Family Office LLC's holdings in Taiwan Semiconductor Manufacturing were worth $16,191,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. 1248 Management LLC purchased a new position in Taiwan Semiconductor Manufacturing during the first quarter valued at $28,000. Signature Resources Capital Management LLC increased its holdings 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 purchasing an additional 111 shares during the last quarter. Graybill Wealth Management LTD. purchased a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at approximately $33,000. Vision Financial Markets LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at approximately $33,000. Finally, Keener Financial Planning LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at approximately $39,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on TSM shares. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an "overweight" rating in a research note on Thursday. Susquehanna raised their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research note on Monday, July 14th. Finally, Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday. They set an "outperform" rating for the company. Five investment 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 has an average rating of "Moderate Buy" and an average price target of $288.33.

Taiwan Semiconductor Manufacturing Trading Down 1.5%

TSM opened at $299.90 on Friday. The stock's fifty day moving average is $255.00 and its two-hundred day moving average is $216.42. The company has a market capitalization of $1.56 trillion, a P/E ratio of 34.20, a PEG ratio of 1.45 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $307.30. 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 (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, topping the consensus estimate of $2.13 by $0.34. The company had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.Taiwan Semiconductor Manufacturing's quarterly revenue was up 44.4% on a year-over-year basis. During the same period last year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Analysts forecast 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 declared 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. 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 a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 29.99%.

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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