H&H International Investment LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• H&H International Investment LLC has acquired a new stake in Taiwan Semiconductor Manufacturing Company, purchasing 271,792 shares valued at approximately $45 million, making it the firm's 10th largest holding.
• Taiwan Semiconductor Manufacturing recently reported $2.47 EPS for the quarter, exceeding analysts' expectations, with revenue of $30.07 billion, a 44.4% increase from the same quarter the previous year.
• The company announced a quarterly dividend of $0.8348 per share, representing an increase in annualized dividends to $3.34, with a yield of 1.4% and a payout ratio of 28.16%.

H&H International Investment LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 271,792 shares of the semiconductor company's stock, valued at approximately $45,117,000. Taiwan Semiconductor Manufacturing makes up approximately 0.4% of H&H International Investment LLC's portfolio, making the stock its 10th biggest holding.

Other hedge funds have also recently modified their holdings of the company. City Holding Co. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 238.0% during the first quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock valued at $28,000 after acquiring an additional 119 shares in the last quarter. Signature Resources Capital Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 138.8% during the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock valued at $32,000 after acquiring an additional 111 shares in the last quarter. Graybill Wealth Management LTD. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at about $33,000. Vision Financial Markets LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at about $33,000. Finally, Keener Financial Planning LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at about $39,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $231.46 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $248.28. The stock has a market capitalization of $1.20 trillion, a price-to-earnings ratio of 26.39, a PEG ratio of 1.10 and a beta of 1.23. 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 firm's 50 day simple moving average is $235.65 and its 200-day simple moving average is $200.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly 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. 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 quarter last year, the company earned $1.48 EPS. The firm's revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders 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 represents a $3.34 annualized dividend and a dividend yield of 1.4%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's payout ratio is presently 28.16%.

Wall Street Analyst Weigh In

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

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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