Moloney Securities Asset Management LLC Has $1.57 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Moloney Securities Asset Management LLC increased its position in Taiwan Semiconductor Manufacturing Company by 17.2% during the 2nd quarter, holding shares valued at approximately $1.57 million at the end of the reporting period.
• Several analysts have raised their price targets for Taiwan Semiconductor Manufacturing, with Barclays and Needham & Company setting new targets of $355.00 and $360.00, respectively, reflecting a positive outlook for the stock.
• The company announced a quarterly dividend increase to $0.8348 per share, which reflects a dividend yield of 1.1% and will be paid to shareholders on January 8th.

Moloney Securities Asset Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 17.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,917 shares of the semiconductor company's stock after buying an additional 1,017 shares during the quarter. Moloney Securities Asset Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,567,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. DekaBank Deutsche Girozentrale lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% during the 1st quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock valued at $214,442,000 after purchasing an additional 11,693 shares in the last quarter. Powers Advisory Group LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $240,000. Hudson Edge Investment Partners Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 10.1% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company's stock valued at $53,566,000 after purchasing an additional 21,648 shares in the last quarter. Quantbot Technologies LP lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 452.2% during 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 in the last quarter. Finally, RFG Holdings Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 66.1% during the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company's stock valued at $883,000 after purchasing an additional 1,551 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on TSM. Weiss Ratings reiterated a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 8th. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an "overweight" rating in a report on Friday, October 17th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the company a "buy" rating in a report on Thursday, October 16th. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a "positive" rating in a research note on Friday, October 10th. Finally, Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of "Moderate Buy" and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Trading Up 0.7%

NYSE TSM opened at $291.02 on Friday. The stock has a market capitalization of $1.51 trillion, a price-to-earnings ratio of 29.85, a PEG ratio of 0.97 and a beta of 1.28. The stock's 50 day moving average price is $266.23 and its two-hundred day moving average price is $225.45. 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 $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to analysts' expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The business's quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 26.67%.

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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