Focus Partners Advisor Solutions LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Focus Partners Advisor Solutions LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. by 21.8% in the second quarter, acquiring a total of 15,807 shares valued at $3,577,000.
• Several institutional investors, including DekaBank and Hudson Edge Investment Partners Inc., have also raised their positions in Taiwan Semiconductor, reflecting strong investor interest in the semiconductor giant.
• The company reported earnings of $2.92 per share for the last quarter, exceeding analysts' expectations, with a 40.1% increase in revenue year-over-year.

Focus Partners Advisor Solutions LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 21.8% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 15,807 shares of the semiconductor company's stock after purchasing an additional 2,827 shares during the quarter. Focus Partners Advisor Solutions LLC's holdings in Taiwan Semiconductor Manufacturing were worth $3,577,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. DekaBank Deutsche Girozentrale boosted its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the 1st quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock worth $214,442,000 after acquiring an additional 11,693 shares during the period. Powers Advisory Group LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $240,000. Hudson Edge Investment Partners Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 10.1% in the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company's stock valued at $53,566,000 after purchasing an additional 21,648 shares in the last quarter. Quantbot Technologies LP raised its position in shares of Taiwan Semiconductor Manufacturing by 452.2% in the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock valued at $7,873,000 after purchasing an additional 38,837 shares in the last quarter. Finally, RFG Holdings Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 66.1% in the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company's stock valued at $883,000 after purchasing an additional 1,551 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock.

Analyst Ratings Changes

A number of brokerages have issued reports on TSM. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an "outperform" rating on the stock. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a report on Saturday, October 18th. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an "overweight" rating in a report on Friday, October 17th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday. Finally, Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a "buy" rating in a research note on Thursday, October 16th. Six equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the company has an average rating of "Buy" and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $295.22 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The firm has a market capitalization of $1.53 trillion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 0.99 and a beta of 1.28. The stock's 50 day moving average price is $267.36 and its two-hundred day moving average price is $227.11. 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 (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate 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 firm had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. During the same quarter in the previous year, the company posted $1.94 EPS. The business's revenue for the quarter was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 annualized dividend and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 26.67%.

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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