Easterly Investment Partners LLC Has $12.52 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Easterly Investment Partners LLC increased its holdings in Taiwan Semiconductor Manufacturing Company by 19.9%, totaling $12.52 million after acquiring additional shares in the second quarter.
• Taiwan Semiconductor Manufacturing's recent earnings report showed an EPS of $2.92, beating analysts' estimates, and a year-over-year revenue increase of 40.1%.
• The company has declared a quarterly dividend of $0.8348, reflecting an increase from the previous dividend and representing an annual yield of 1.1%.

Easterly Investment Partners LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 19.9% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 55,264 shares of the semiconductor company's stock after acquiring an additional 9,161 shares during the quarter. Easterly Investment Partners LLC's holdings in Taiwan Semiconductor Manufacturing were worth $12,517,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of TSM. 1248 Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $28,000. Graybill Wealth Management LTD. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. Vision Financial Markets LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. Keener Financial Planning LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $39,000. Finally, Hemington Wealth Management lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 78.2% during the 1st quarter. Hemington Wealth Management now owns 253 shares of the semiconductor company's stock valued at $41,000 after buying an additional 111 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on TSM. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an "outperform" rating on the stock. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 8th. Barclays set a $355.00 price target on Taiwan Semiconductor Manufacturing in a research report on Friday. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Finally, Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a "positive" rating in a research report on Friday, October 10th. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $299.63 on Friday. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The business's 50 day moving average is $261.09 and its two-hundred day moving average is $220.77. The company has a market cap of $1.55 trillion, a P/E ratio of 34.17, a P/E/G ratio of 1.46 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion for the quarter, compared to analysts' expectations of $951.89 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 40.1% on a year-over-year basis. During the same period in the previous year, the business posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders of record on Thursday, December 11th will be given a $0.8348 dividend. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 29.65%.

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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