Ironvine Capital Partners LLC Acquires 13,862 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Ironvine Capital Partners LLC increased its holdings in Taiwan Semiconductor Manufacturing Company by 26.6%, acquiring an additional 13,862 shares, bringing its total to 66,005 shares valued at approximately $10.96 million.
• Taiwan Semiconductor Manufacturing reported earnings per share of $2.47, surpassing analysts' expectations, with revenue reaching $30.07 billion, a 44.4% increase compared to the previous year.
• The company announced a dividend increase to $0.8348 per share, up from $0.65, with a record date set for December 11th, reflecting a 1.4% annualized yield.

Ironvine Capital Partners LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 26.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 66,005 shares of the semiconductor company's stock after buying an additional 13,862 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.2% of Ironvine Capital Partners LLC's holdings, making the stock its 22nd biggest holding. Ironvine Capital Partners LLC's holdings in Taiwan Semiconductor Manufacturing were worth $10,957,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the business. DekaBank Deutsche Girozentrale lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock worth $214,442,000 after acquiring an additional 11,693 shares during the last quarter. Pinnacle Investment Management Ltd acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $26,661,000. Quantbot Technologies LP lifted its stake 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 during the last quarter. Sentry LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $222,000. Finally, In Depth Partners LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 36.1% during the first quarter. In Depth Partners LLC now owns 73,757 shares of the semiconductor company's stock worth $12,244,000 after buying an additional 19,547 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 1.6%

NYSE TSM opened at $235.15 on Friday. The firm 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 business's 50-day moving average price is $235.88 and its two-hundred day moving average price is $200.59. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $248.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same period last year, the company earned $1.48 earnings per share. The firm's revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be given a $0.8348 dividend. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 28.16%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on TSM. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. 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 report on Sunday, August 31st. Finally, Barclays reaffirmed an "overweight" rating and issued a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Four research analysts have rated the stock with a Buy rating, According to MarketBeat, the company 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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