Guyasuta Investment Advisors Inc. Has $19.68 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Guyasuta Investment Advisors Inc. increased its stake in Taiwan Semiconductor Manufacturing Company by an impressive 1,664.8% during the 2nd quarter, holding 86,880 shares valued at approximately $19.68 million.
• Taiwan Semiconductor Manufacturing reported $30.07 billion in revenue for the last quarter, exceeding analyst estimates and showcasing a 44.4% year-over-year revenue growth.
• The company increased its quarterly dividend to $0.8348 per share, reflecting a positive change from the previous $0.65 dividend.

Guyasuta Investment Advisors Inc. boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1,664.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 86,880 shares of the semiconductor company's stock after buying an additional 81,957 shares during the period. Taiwan Semiconductor Manufacturing makes up about 1.2% of Guyasuta Investment Advisors Inc.'s investment portfolio, making the stock its 25th biggest position. Guyasuta Investment Advisors Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $19,677,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of TSM. New Vernon Capital Holdings II LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 16,500.0% in the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company's stock valued at $1,113,373,000 after buying an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 55.6% in the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company's stock valued at $2,872,814,000 after buying an additional 6,180,445 shares during the period. Nuveen LLC acquired a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $482,676,000. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 36.8% in the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company's stock worth $1,578,499,000 after purchasing an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company's stock worth $1,471,426,000 after purchasing an additional 2,121,758 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Down 1.2%

Shares of NYSE:TSM opened at $273.41 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $286.00. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company's fifty day simple moving average is $245.90 and its 200 day simple moving average is $209.46. The firm has a market cap of $1.42 trillion, a price-to-earnings ratio of 31.18, a PEG ratio of 1.30 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping analysts' consensus estimates 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 business had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. During the same period last year, the business posted $1.48 earnings per share. The firm's quarterly revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 29.99%.

Wall Street Analyst Weigh In

Several research firms have weighed in on TSM. Needham & Company LLC reiterated a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a report on Tuesday, September 16th. Finally, Susquehanna increased their target price 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. Four analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock currently has an average rating of "Buy" and a consensus price target of $286.67.

About Taiwan Semiconductor Manufacturing

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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