Drucker Wealth 3.0 LLC Cuts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Drucker Wealth 3.0 LLC reduced its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 25.9%, now holding 6,677 shares valued at $1,548,000.
• Analysts have given strong ratings to TSM, with five firms issuing "buy" ratings and target prices ranging from $270 to $400, indicating positive sentiment for the stock.
• Taiwan Semiconductor Manufacturing announced an increase in its quarterly dividend from $0.65 to $0.8348 per share, reflecting a commitment to returning value to shareholders.

Drucker Wealth 3.0 LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 25.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,677 shares of the semiconductor company's stock after selling 2,332 shares during the quarter. Drucker Wealth 3.0 LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,548,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. DekaBank Deutsche Girozentrale boosted its holdings in Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock worth $214,442,000 after purchasing an additional 11,693 shares during the last quarter. Powers Advisory Group LLC purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $240,000. Hudson Edge Investment Partners Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 10.1% during the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company's stock worth $53,566,000 after purchasing an additional 21,648 shares during the last quarter. Quantbot Technologies LP boosted its stake 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 valued at $7,873,000 after acquiring an additional 38,837 shares during the last quarter. Finally, RFG Holdings Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 66.1% in the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company's stock valued at $883,000 after acquiring an additional 1,551 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on TSM. Needham & Company LLC reiterated a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a "positive" rating in a research note on Friday. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an "overweight" rating in a research note on Thursday. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday. They issued an "outperform" rating on the stock. Finally, 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. Five investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $333.33.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $281.08 on Friday. The stock has a market capitalization of $1.46 trillion, a P/E ratio of 32.05, a PEG ratio of 1.43 and a beta of 1.28. 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 firm's 50 day moving average is $255.91 and its 200 day moving average is $217.11. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $307.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly 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. The company had revenue of $30.07 billion for the quarter, compared to analysts' expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. Taiwan Semiconductor Manufacturing's revenue was up 44.4% compared to the same quarter last year. During the same period in the prior year, the company posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, sell-side 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 firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 29.65%.

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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