Mokosak Advisory Group LLC Invests $287,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Mokosak Advisory Group LLC invested approximately $287,000 in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), acquiring 1,265 shares which make up about 0.1% of its portfolio.
• The company reported $2.47 earnings per share, surpassing analyst expectations and reflecting a significant 44.4% year-over-year increase in revenue.
• Taiwan Semiconductor is increasing its dividend from $0.65 to $0.8348 per share, marking a yield of 1.2% and a payout ratio of 29.42%.

Mokosak Advisory Group LLC bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,265 shares of the semiconductor company's stock, valued at approximately $287,000. Taiwan Semiconductor Manufacturing makes up approximately 0.1% of Mokosak Advisory Group LLC's portfolio, making the stock its 26th largest position.

Other hedge funds and other institutional investors have also made changes to their positions in the company. City Holding Co. raised its position in shares of Taiwan Semiconductor Manufacturing by 238.0% during the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after acquiring an additional 119 shares in the last quarter. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $28,000. Signature Resources Capital Management LLC raised its position in shares of 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 in the last quarter. Graybill Wealth Management LTD. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Finally, Vision Financial Markets LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

Shares of TSM stock opened at $273.79 on Tuesday. The business's 50 day moving average is $246.60 and its two-hundred day moving average is $210.42. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $286.00. The company has a market capitalization of $1.42 trillion, a P/E ratio of 31.22, a price-to-earnings-growth ratio of 1.30 and a beta of 1.23. 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 (NYSE:TSM - Get Free Report) last announced its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $28.50 billion. During the same period last year, the business posted $1.48 EPS. The company's revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities analysts forecast 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 represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 29.42%.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research report on Monday, July 14th. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a research report on Tuesday, September 16th. Needham & Company LLC reaffirmed a "buy" rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Four investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company currently has an average rating of "Buy" and an average price target of $286.67.

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.

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