Huntleigh Advisors Inc. Purchases 1,186 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Huntleigh Advisors Inc. increased its stake in Taiwan Semiconductor Manufacturing Company by 3.7%, bringing its total shares to 33,241, valued at approximately $7.53 million.
• Several institutional investors, including Goldman Sachs and AllianceBernstein, have significantly increased their positions, illustrating strong institutional interest in Taiwan Semiconductor Manufacturing.
• Analysts have upgraded Taiwan Semiconductor Manufacturing's stock rating, with the consensus target price set at $371.67, while the company recently reported strong earnings results exceeding expectations.

Huntleigh Advisors Inc. boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.7% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 33,241 shares of the semiconductor company's stock after acquiring an additional 1,186 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 1.5% of Huntleigh Advisors Inc.'s portfolio, making the stock its 12th largest holding. Huntleigh Advisors Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $7,529,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. New Vernon Capital Holdings II LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 16,500.0% during 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. increased its position in shares of Taiwan Semiconductor Manufacturing by 55.6% during 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 bought a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at about $482,676,000. Jennison Associates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 36.8% during the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company's stock valued at $1,578,499,000 after buying an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. increased its position in shares of Taiwan Semiconductor Manufacturing by 31.5% during the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company's stock valued at $1,471,426,000 after buying an additional 2,121,758 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Weiss Ratings reiterated a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 8th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a research report on Saturday. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an "outperform" rating on the stock. Finally, Susquehanna upped their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a "positive" rating in a research report on Friday, October 10th. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Down 1.5%

Shares of NYSE TSM opened at $295.37 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The firm has a market capitalization of $1.53 trillion, a price-to-earnings ratio of 30.29, a PEG ratio of 1.43 and a beta of 1.28. The business has a 50-day moving average of $262.16 and a 200-day moving average of $221.64.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping 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 company had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. During the same quarter in the previous year, the firm earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing's revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed 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 of this dividend 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 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's payout ratio is presently 29.65%.

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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