MontVue Capital Management Inc. Invests $239,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• MontVue Capital Management Inc. has invested $239,000 in Taiwan Semiconductor Manufacturing Company Ltd. by purchasing 1,055 shares in the second quarter.
• Major institutional investors like Goldman Sachs and Price T Rowe Associates have also significantly increased their holdings in Taiwan Semiconductor, indicating growing institutional interest.
• Taiwan Semiconductor Manufacturing recently raised its quarterly dividend from $0.65 to $0.8348, reflecting a positive trend in its financial performance.

MontVue Capital Management Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,055 shares of the semiconductor company's stock, valued at approximately $239,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Goldman Sachs Group Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 55.6% during the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company's stock worth $2,872,814,000 after acquiring an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in Taiwan Semiconductor Manufacturing by 19.1% during the first quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company's stock worth $2,050,141,000 after acquiring an additional 1,984,835 shares during the period. WCM Investment Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 0.6% in the first quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company's stock valued at $1,608,551,000 after purchasing an additional 59,079 shares during the last quarter. Jennison Associates LLC grew its holdings in Taiwan Semiconductor Manufacturing by 36.8% in the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company's stock valued at $1,578,499,000 after purchasing an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. grew its holdings in Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company's stock valued at $1,471,426,000 after purchasing an additional 2,121,758 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Analysts Set New Price Targets

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

Taiwan Semiconductor Manufacturing Trading Down 1.4%

Shares of NYSE TSM opened at $276.69 on Friday. The company has a market cap of $1.44 trillion, a price-to-earnings ratio of 31.55, a price-to-earnings-growth ratio of 1.33 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $286.00. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The stock's 50 day simple moving average is $245.24 and its 200 day simple moving average is $208.53.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a $0.8348 dividend. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 29.42%.

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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