Diversified Trust Co Acquires 7,857 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Diversified Trust Co increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 56.0% during the 2nd quarter, now owning a total of 21,888 shares valued at nearly $5 million.
• The company reported $30.07 billion in revenue for the last quarter, exceeding expectations by approximately $1.57 billion, and achieved an EPS of $2.47, beating estimates by $0.34.
• Taiwan Semiconductor Manufacturing announced an increase in its quarterly dividend to $0.8348 per share, indicating a commitment to returning value to shareholders.

Diversified Trust Co increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 56.0% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 21,888 shares of the semiconductor company's stock after acquiring an additional 7,857 shares during the quarter. Diversified Trust Co's holdings in Taiwan Semiconductor Manufacturing were worth $4,958,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in TSM. DekaBank Deutsche Girozentrale raised its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock valued at $214,442,000 after acquiring an additional 11,693 shares in the last quarter. Quantbot Technologies LP increased its position in Taiwan Semiconductor Manufacturing by 452.2% in the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock worth $7,873,000 after purchasing an additional 38,837 shares during the period. Duquesne Family Office LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 456.9% during the 1st quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company's stock valued at $99,397,000 after purchasing an additional 491,265 shares in the last quarter. Sentry LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $222,000. Finally, In Depth Partners LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 36.1% during the 1st quarter. In Depth Partners LLC now owns 73,757 shares of the semiconductor company's stock valued at $12,244,000 after acquiring an additional 19,547 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $264.27 on Friday. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The stock has a market cap of $1.37 trillion, a P/E ratio of 30.13, a price-to-earnings-growth ratio of 1.28 and a beta of 1.23. The stock's 50-day moving average is $241.95 and its 200-day moving average is $205.73. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $270.54.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.13 by $0.34. The firm had revenue of $30.07 billion for the quarter, compared to analysts' expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The business's revenue was up 44.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities research analysts anticipate 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. Investors of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is 29.42%.

Analyst Ratings Changes

Several analysts have issued reports on the company. 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 reissued a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an "overweight" rating in a research note on Tuesday. Finally, Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a research note on Monday, July 14th. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock has an average rating of "Buy" and an average price target of $286.67.

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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