Chicago Partners Investment Group LLC Buys 879 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Chicago Partners Investment Group LLC increased its stake in Taiwan Semiconductor Manufacturing Company (TSM) by 25.4% during the 2nd quarter, now owning 4,340 shares valued at approximately $1 million.
• TSM reported a strong earnings beat with an EPS of $2.92, exceeding expectations of $2.59, and revenue of $32.36 billion for the quarter, indicating a 40.1% year-on-year growth.
• The company announced an increase in its quarterly dividend to $0.8348 per share, reflecting a sign of strength in its financial performance.

Chicago Partners Investment Group LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 25.4% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,340 shares of the semiconductor company's stock after purchasing an additional 879 shares during the period. Chicago Partners Investment Group LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,043,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of TSM. Goldman Sachs Group Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 55.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company's stock worth $2,872,814,000 after acquiring an additional 6,180,445 shares in the last quarter. Price T Rowe Associates Inc. MD raised its position in shares of Taiwan Semiconductor Manufacturing by 19.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company's stock worth $2,050,141,000 after acquiring an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 3.3% in the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company's stock worth $2,299,108,000 after acquiring an additional 324,615 shares in the last quarter. Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 36.8% in the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company's stock worth $1,578,499,000 after acquiring an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. raised its position in shares of Taiwan Semiconductor Manufacturing by 31.5% in the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company's stock worth $1,471,426,000 after acquiring an additional 2,121,758 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

TSM has been the subject of several research analyst reports. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an "outperform" rating for the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a research report on Saturday. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 8th. Finally, Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an "overweight" rating in a research report on Friday. Five equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $297.92 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $311.37. The firm has a market capitalization of $1.55 trillion, a price-to-earnings ratio of 30.56, a PEG ratio of 1.02 and a beta of 1.28. The business has a 50-day simple moving average of $263.28 and a 200 day simple moving average of $223.51. 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 issued its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm's revenue was up 40.1% compared to the same quarter last year. During the same period in the previous year, the company posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This is an increase 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 yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 26.67%.

Taiwan Semiconductor Manufacturing Company 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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