Ethic Inc. Boosts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Ethic Inc. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 2.2%, now holding 68,336 shares valued at approximately $15.62 million.
• Taiwan Semiconductor Manufacturing reported a quarterly EPS of $2.92, surpassing analysts' expectations of $2.59, and announced a quarterly dividend increase to $0.8348 per share.
• Research analysts are optimistic about the stock, with multiple upgrades and a consensus "Moderate Buy" rating, targeting an average price of $371.67.

Ethic Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 68,336 shares of the semiconductor company's stock after buying an additional 1,484 shares during the period. Ethic Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $15,620,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after purchasing an additional 1,892 shares during the last quarter. GAMMA Investing LLC boosted its position in Taiwan Semiconductor Manufacturing by 7.0% during the first quarter. GAMMA Investing LLC now owns 9,103 shares of the semiconductor company's stock valued at $1,511,000 after buying an additional 594 shares during the period. Flagship Harbor Advisors LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 14.3% during the first quarter. Flagship Harbor Advisors LLC now owns 3,578 shares of the semiconductor company's stock valued at $594,000 after buying an additional 449 shares during the last quarter. JFS Wealth Advisors LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 4.0% in the first quarter. JFS Wealth Advisors LLC now owns 2,463 shares of the semiconductor company's stock worth $409,000 after buying an additional 95 shares during the period. Finally, XML Financial LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 3.2% in the 1st quarter. XML Financial LLC now owns 2,746 shares of the semiconductor company's stock valued at $456,000 after acquiring an additional 86 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 0.8%

TSM opened at $292.27 on Wednesday. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $311.37. The stock has a market cap of $1.52 trillion, a PE ratio of 29.94, a PEG ratio of 1.00 and a beta of 1.28. The business has a 50 day moving average of $264.29 and a 200-day moving average of $224.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The business had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. During the same quarter in the prior year, the company earned $1.94 earnings per share. The firm's quarterly revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a $0.8348 dividend. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. This is a boost 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 is currently 26.97%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on TSM. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 8th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a research report on Saturday. Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an "outperform" rating for the company. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an "overweight" rating in a research report on Friday. Finally, Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a "positive" rating in a research note 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. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $371.67.

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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