Goldstone Financial Group LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Goldstone Financial Group LLC has acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd., purchasing 1,449 shares worth approximately $340,000 during the second quarter.
• The company reported earnings of $2.47 per share for the last quarter, exceeding expectations and showcasing a 44.4% year-over-year revenue increase to $30.07 billion.
• Taiwan Semiconductor has announced an increase in its quarterly dividend to $0.8348, reflecting its commitment to returning value to shareholders.

Goldstone Financial Group LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,449 shares of the semiconductor company's stock, valued at approximately $340,000.

Several other large investors also recently made changes to their positions in TSM. Brighton Jones LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after acquiring an additional 1,892 shares during the period. Strategic Wealth Partners Ltd. increased its stake in shares of Taiwan Semiconductor Manufacturing by 23.6% during the fourth quarter. Strategic Wealth Partners Ltd. now owns 1,815 shares of the semiconductor company's stock valued at $366,000 after acquiring an additional 347 shares during the period. TrinityPoint Wealth LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 24.9% during the fourth quarter. TrinityPoint Wealth LLC now owns 1,949 shares of the semiconductor company's stock valued at $385,000 after acquiring an additional 388 shares during the period. Texas Bank & Trust Co acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $392,000. Finally, Tybourne Capital Management HK Ltd. increased its stake in shares of Taiwan Semiconductor Manufacturing by 124.9% during the fourth quarter. Tybourne Capital Management HK Ltd. now owns 47,286 shares of the semiconductor company's stock valued at $9,339,000 after acquiring an additional 26,258 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Up 0.3%

NYSE TSM traded up $0.73 on Tuesday, hitting $262.11. 10,358,887 shares of the stock were exchanged, compared to its average volume of 10,691,940. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $266.44. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The company has a market capitalization of $1.36 trillion, a price-to-earnings ratio of 29.89, a P/E/G ratio of 1.24 and a beta of 1.23. The company's 50-day moving average price is $239.88 and its two-hundred day moving average price is $204.09.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm had revenue of $30.07 billion for the quarter, compared to analysts' expectations of $28.50 billion. During the same period in the previous year, the company posted $1.48 EPS. The company's quarterly revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a yield of 1.3%. 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 presently 28.16%.

Analyst Ratings Changes

A number of research firms recently commented on TSM. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an "overweight" rating in a research note on Tuesday. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a research note 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 equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has an average rating of "Buy" and an average price target of $286.67.

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.