JLB & Associates Inc. Has $8.32 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• JLB & Associates Inc. reduced its holdings in Taiwan Semiconductor Manufacturing Company (TSM) by 8.8% during the 2nd quarter, maintaining a stake now valued at $8.32 million.
• Taiwan Semiconductor Manufacturing recently reported impressive quarterly earnings, exceeding analyst expectations with an EPS of $2.47 and revenue of $30.07 billion, marking a 44.4% increase year-over-year.
• The company has declared a dividend increase to $0.8348, up from $0.65, with a dividend yield of 1.2% and a payout ratio of 29.42%.

JLB & Associates Inc. decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,754 shares of the semiconductor company's stock after selling 3,567 shares during the quarter. JLB & Associates Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $8,324,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of TSM. City Holding Co. grew its holdings in shares of 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 buying an additional 119 shares in the last quarter. 1248 Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $28,000. Signature Resources Capital Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 138.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock worth $32,000 after acquiring an additional 111 shares during the last quarter. Graybill Wealth Management LTD. bought a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $33,000. Finally, Vision Financial Markets LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 0.2%

Shares of TSM stock opened at $273.79 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $286.00. The stock has a market cap of $1.42 trillion, a price-to-earnings ratio of 31.22, a PEG ratio of 1.30 and a beta of 1.23. The firm's 50-day moving average is $246.60 and its 200-day moving average is $210.42. 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 (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping analysts' consensus estimates of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analysts' expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.Taiwan Semiconductor Manufacturing's quarterly revenue was up 44.4% on a year-over-year basis. During the same quarter last year, the company posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared 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 boost 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 yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 29.42%.

Analyst Ratings Changes

TSM has been the subject of several recent research reports. Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a report on Tuesday, September 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a report on Monday, July 14th. Finally, Needham & Company LLC reiterated a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four research analysts have rated the stock with a Buy rating, According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of "Buy" and a consensus price target of $286.67.

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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