Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by NBC Securities Inc.

Key Points

• NBC Securities Inc. increased its stake in Taiwan Semiconductor Manufacturing Company by 19.9%, acquiring an additional 1,091 shares, bringing its total holdings to 6,569 shares valued at approximately $1.487 million.
• A number of analysts have upgraded their ratings and price targets for Taiwan Semiconductor, with Barclays setting a new target of $240.00 and Susquehanna increasing theirs to $265.00.
• Taiwan Semiconductor recently announced a dividend increase to $0.8348 per share, reflecting a yield of 1.3% and a dividend payout ratio of 28.16%.

NBC Securities Inc. grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 19.9% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,569 shares of the semiconductor company's stock after buying an additional 1,091 shares during the quarter. NBC Securities Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $1,487,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in TSM. First Heartland Consultants Inc. lifted its position in Taiwan Semiconductor Manufacturing by 4.2% during the fourth quarter. First Heartland Consultants Inc. now owns 1,236 shares of the semiconductor company's stock valued at $244,000 after buying an additional 50 shares in the last quarter. Formidable Asset Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 3.2% during the fourth quarter. Formidable Asset Management LLC now owns 1,606 shares of the semiconductor company's stock worth $317,000 after buying an additional 50 shares in the last quarter. Michael S. Ryan Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.7% in the second quarter. Michael S. Ryan Inc. now owns 3,239 shares of the semiconductor company's stock worth $734,000 after buying an additional 53 shares during the period. Connecticut Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 0.7% during the fourth quarter. Connecticut Wealth Management LLC now owns 7,416 shares of the semiconductor company's stock valued at $1,465,000 after acquiring an additional 55 shares in the last quarter. Finally, Brown Shipley& Co Ltd raised its position in shares of Taiwan Semiconductor Manufacturing by 1.4% in the first quarter. Brown Shipley& Co Ltd now owns 3,926 shares of the semiconductor company's stock valued at $652,000 after purchasing an additional 55 shares during the period. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM traded up $0.73 during trading hours on Tuesday, hitting $262.11. The stock had a trading volume of 10,358,887 shares, compared to its average volume of 10,691,940. The firm has a market capitalization of $1.36 trillion, a PE ratio of 29.89, a PEG ratio of 1.24 and a beta of 1.23. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The stock has a fifty day moving average price of $239.88 and a 200 day moving average price of $204.09. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $266.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its 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. 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 in the previous year, the business earned $1.48 earnings per share. The firm's revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date 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 dividend yield of 1.3%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 28.16%.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of recent analyst reports. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an "overweight" rating in a research note on Tuesday. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Needham & Company LLC reaffirmed a "buy" rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Finally, Susquehanna boosted their price objective 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. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and a consensus price target of $286.67.

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.