JB Capital LLC Has $21.85 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• JB Capital LLC has increased its stake in Taiwan Semiconductor Manufacturing Company to $21.85 million, owning 96,451 shares, which constitutes approximately 1.1% of its total holdings.
• Several analysts have issued positive ratings for Taiwan Semiconductor, with price targets ranging from $270 to $400, indicating strong growth potential.
• The company recently announced a quarterly dividend of $0.8348 per share, improving from its previous dividend of $0.65, reflecting a commitment to returning value to shareholders.

JB Capital LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 96,451 shares of the semiconductor company's stock after buying an additional 1,333 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 1.1% of JB Capital LLC's holdings, making the stock its 20th biggest position. JB Capital LLC's holdings in Taiwan Semiconductor Manufacturing were worth $21,845,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Alliance Wealth Advisors LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% during the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company's stock worth $411,000 after buying an additional 43 shares in the last quarter. Pflug Koory LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company's stock worth $257,000 after buying an additional 43 shares in the last quarter. Westmount Partners LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the second quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company's stock worth $481,000 after buying an additional 45 shares in the last quarter. Mirador Capital Partners LP increased its holdings in Taiwan Semiconductor Manufacturing by 2.6% in the second quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company's stock valued at $404,000 after purchasing an additional 45 shares during the period. Finally, Matisse Capital increased its holdings in Taiwan Semiconductor Manufacturing by 1.3% in the second quarter. Matisse Capital now owns 3,607 shares of the semiconductor company's stock valued at $817,000 after purchasing an additional 46 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the stock. Needham & Company LLC reaffirmed a "buy" rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Susquehanna set a $400.00 price target on shares of Taiwan Semiconductor Manufacturing and gave the stock a "positive" rating in a research note on Friday. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an "overweight" rating in a research note on Thursday. Finally, Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday. They issued an "outperform" rating for the company. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $333.33.

Taiwan Semiconductor Manufacturing Stock Down 1.5%

Shares of TSM stock opened at $299.90 on Friday. The stock has a market cap of $1.56 trillion, a P/E ratio of 34.20, a PEG ratio of 1.45 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $307.30. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company's fifty day simple moving average is $255.00 and its two-hundred day simple moving average is $216.42.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given 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 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 29.99%.

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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