Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by First Dallas Securities Inc.

Key Points

• First Dallas Securities Inc. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 26.4%, acquiring an additional 2,551 shares during the first quarter, bringing their total holdings to 12,206 shares valued at approximately $2,026,000.
• Taiwan Semiconductor recently announced a quarterly dividend increase to $0.8348 per share, with a dividend yield of 1.4%, reflecting investor confidence and financial stability.
• The company registered solid earnings results, reporting $2.47 EPS for the quarter, surpassing expectations, with revenues reaching $30.07 billion, up 44.4% year-over-year.

First Dallas Securities Inc. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 26.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,206 shares of the semiconductor company's stock after buying an additional 2,551 shares during the period. First Dallas Securities Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $2,026,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the business. Kestra Investment Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 91.8% in the first quarter. Kestra Investment Management LLC now owns 2,139 shares of the semiconductor company's stock worth $355,000 after buying an additional 1,024 shares in the last quarter. Infinitum Asset Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 400.0% in the first quarter. Infinitum Asset Management LLC now owns 175,000 shares of the semiconductor company's stock worth $29,050,000 after buying an additional 140,000 shares in the last quarter. Tenzing Global Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 50.0% in the first quarter. Tenzing Global Management LLC now owns 45,000 shares of the semiconductor company's stock worth $7,470,000 after buying an additional 15,000 shares in the last quarter. Triavera Capital LLC raised its stake in Taiwan Semiconductor Manufacturing by 10.1% in the first quarter. Triavera Capital LLC now owns 57,233 shares of the semiconductor company's stock worth $9,501,000 after buying an additional 5,236 shares in the last quarter. Finally, Trybe Capital Management LP bought a new position in Taiwan Semiconductor Manufacturing in the first quarter worth approximately $32,446,000. Institutional investors own 16.51% of the company's stock.

Analyst Upgrades and Downgrades

TSM has been the topic of several analyst reports. Barclays reaffirmed an "overweight" rating and issued a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Finally, Needham & Company LLC reaffirmed a "buy" rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has a consensus rating of "Buy" and an average target price of $258.33.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM traded up $3.50 on Monday, hitting $246.91. 12,960,408 shares of the company were exchanged, compared to its average volume of 9,579,977. The firm has a market capitalization of $1.28 trillion, a P/E ratio of 28.15, a price-to-earnings-growth ratio of 1.16 and a beta of 1.23. The stock's 50 day moving average price is $236.57 and its 200 day moving average price is $201.22. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $248.28. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

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 analysts' consensus estimates of $2.13 by $0.34. The company had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm's quarterly revenue was up 44.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's payout ratio is presently 28.16%.

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.