Insight Holdings Group LLC Has $35.91 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Insight Holdings Group LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 6.1% in the first quarter, holding 216,330 shares valued at approximately $35.91 million.
• The company recently set a quarterly dividend of $0.8348, which is an increase from its previous dividend, and has a payout ratio of 28.16%.
• Taiwan Semiconductor Manufacturing exceeded earnings estimates in its last quarterly report, posting $2.47 EPS against a consensus of $2.13, with revenue rising by 44.4% year-over-year.

Insight Holdings Group LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 216,330 shares of the semiconductor company's stock after purchasing an additional 12,500 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 2.8% of Insight Holdings Group LLC's holdings, making the stock its 10th largest position. Insight Holdings Group LLC's holdings in Taiwan Semiconductor Manufacturing were worth $35,911,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. City Holding Co. lifted its position in Taiwan Semiconductor Manufacturing by 238.0% during the first quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 119 shares during the last quarter. Signature Resources Capital Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 138.8% in the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock valued at $32,000 after buying an additional 111 shares in the last quarter. Graybill Wealth Management LTD. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. Vision Financial Markets LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. Finally, Keener Financial Planning LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $39,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Up 1.6%

Shares of NYSE:TSM opened at $235.15 on Friday. The company has a fifty day moving average of $235.88 and a 200-day moving average of $200.59. The company has a market capitalization of $1.22 trillion, a PE ratio of 26.81, a price-to-earnings-growth ratio of 1.10 and a beta of 1.23. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $248.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) 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 company had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same period in the prior year, the business earned $1.48 earnings per share. The company'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. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. 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 1.4%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing's payout ratio is presently 28.16%.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Barclays restated an "overweight" rating and set a $240.00 price objective (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Susquehanna boosted 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. Finally, Needham & Company LLC restated a "buy" rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Four investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of "Buy" and an average 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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