Compagnie Lombard Odier SCmA Trims Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Compagnie Lombard Odier SCmA reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 33.6%, selling 39,669 shares, with its holdings valued at $17.78 million at the end of the second quarter.
• The company reported quarterly earnings of $2.47 per share, exceeding estimates, alongside a revenue of $30.07 billion, marking a 44.4% increase compared to the previous year.
• Taiwan Semiconductor announced a quarterly dividend increase to $0.8348 per share, payable on January 8th, with an annualized yield of 1.2%.

Compagnie Lombard Odier SCmA reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 33.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 78,499 shares of the semiconductor company's stock after selling 39,669 shares during the period. Compagnie Lombard Odier SCmA's holdings in Taiwan Semiconductor Manufacturing were worth $17,779,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of TSM. City Holding Co. raised its holdings in Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock valued at $28,000 after buying an additional 119 shares during the period. 1248 Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $28,000. Signature Resources Capital Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 138.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock valued at $32,000 after buying an additional 111 shares during the period. Graybill Wealth Management LTD. purchased a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Finally, Vision Financial Markets LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $272.75 on Tuesday. The company has a market capitalization of $1.41 trillion, a P/E ratio of 31.10, a PEG ratio of 1.26 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $276.36. The business has a 50 day simple moving average of $242.83 and a 200-day simple moving average of $206.76. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion during 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%.The company's revenue was up 44.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed 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 of this dividend is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 29.42%.

Analyst Ratings Changes

A number of analysts have issued reports on the stock. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a research note on Tuesday, September 16th. Needham & Company LLC reiterated a "buy" rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Finally, Susquehanna boosted their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research note on Monday, July 14th. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the company presently has an average rating of "Buy" and a consensus target price of $286.67.

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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