Iams Wealth Management LLC Acquires New Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Iams Wealth Management LLC recently acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), purchasing 2,284 shares valued at approximately $517,000.
• Analysts are optimistic about TSM, with upgrades pushing the price target to as high as $325.00, and a consensus rating of "Buy."
• The company announced a quarterly dividend increase to $0.8348 per share, marking a boost from the previous dividend and indicating a yield of 1.3%.

Iams Wealth Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 2,284 shares of the semiconductor company's stock, valued at approximately $517,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. DekaBank Deutsche Girozentrale increased 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 valued at $214,442,000 after purchasing an additional 11,693 shares in the last quarter. Quantbot Technologies LP increased its holdings in 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. Duquesne Family Office LLC increased its holdings in Taiwan Semiconductor Manufacturing by 456.9% in the 1st quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company's stock valued at $99,397,000 after purchasing an additional 491,265 shares in the last quarter. RFG Holdings Inc. increased its holdings in 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. Finally, Sentry LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $222,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

TSM has been the subject of several recent research reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. 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 research report on Monday, July 14th. Needham & Company LLC reissued a "buy" rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Finally, Barclays upped 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 report on Tuesday, September 16th. Four analysts have rated the stock with a Buy rating, According to MarketBeat, the company has an average rating of "Buy" and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM traded up $7.88 during trading on Monday, hitting $272.75. 15,589,861 shares of the company traded hands, compared to its average volume of 10,984,586. The stock has a market capitalization of $1.41 trillion, a price-to-earnings ratio of 31.10, a PEG ratio of 1.26 and a beta of 1.23. The business's fifty day moving average is $242.83 and its 200-day moving average is $206.76. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $276.36. 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 announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating 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 company had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. During the same quarter last year, the business earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing's revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 29.42%.

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.