Flputnam Investment Management Co. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Flputnam Investment Management Co. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 13.5%, owning 71,556 shares valued at approximately $11.88 million as of the end of the most recent quarter.
• The company recently reported $2.47 earnings per share for the quarter, exceeding estimates and showing a 44.4% year-over-year revenue growth.
• Taiwan Semiconductor Manufacturing announced a quarterly dividend of $0.8348, up from a previous dividend of $0.65, reflecting a positive outlook for shareholders.

Flputnam Investment Management Co. boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 71,556 shares of the semiconductor company's stock after buying an additional 8,488 shares during the quarter. Flputnam Investment Management Co.'s holdings in Taiwan Semiconductor Manufacturing were worth $11,878,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of TSM. City Holding Co. raised its position in Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after buying an additional 119 shares during the last quarter. Accredited Wealth Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $31,000. Signature Resources Capital Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 138.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock valued at $32,000 after purchasing an additional 111 shares during the last quarter. Graybill Wealth Management LTD. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. Finally, Vision Financial Markets LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Taiwan Semiconductor Manufacturing stock opened at $231.01 on Monday. The firm has a 50 day moving average of $234.90 and a 200 day moving average of $199.77. The firm has a market capitalization of $1.20 trillion, a price-to-earnings ratio of 26.34, a P/E/G ratio of 1.10 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month 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 released its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.13 by $0.34. The company had revenue of $30.07 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, research analysts predict 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. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 annualized dividend and a yield of 1.4%. The ex-dividend date is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 28.16%.

Analysts Set New Price Targets

Several research firms have recently commented on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Needham & Company LLC reaffirmed a "buy" rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Susquehanna upped their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a research report on Monday, July 14th. Finally, Barclays reaffirmed an "overweight" rating and set a $240.00 price target (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock has a consensus rating of "Buy" and a consensus price target of $258.33.

Taiwan Semiconductor Manufacturing 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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