New Insight Wealth Advisors Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• New Insight Wealth Advisors increased its holdings in Taiwan Semiconductor Manufacturing Company (TSM) by 27.1% during Q2, bringing their total to 9,852 shares valued at $2.231 million.
• Several large investors, including Goldman Sachs Group Inc. and New Vernon Capital Holdings II LLC, have significantly increased their stakes in TSM, reflecting a growing institutional interest.
• Analysts have a consensus "Buy" rating on TSM with an average target price increase to $286.67, highlighting positive outlooks from firms like Barclays and Needham & Company.

New Insight Wealth Advisors grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 27.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,852 shares of the semiconductor company's stock after purchasing an additional 2,101 shares during the period. Taiwan Semiconductor Manufacturing makes up about 0.9% of New Insight Wealth Advisors' investment portfolio, making the stock its 26th largest position. New Insight Wealth Advisors' holdings in Taiwan Semiconductor Manufacturing were worth $2,231,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of TSM. New Vernon Capital Holdings II LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 16,500.0% during the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company's stock valued at $1,113,373,000 after acquiring an additional 6,666,660 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in shares of 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 valued at $2,872,814,000 after acquiring an additional 6,180,445 shares in the last quarter. Nuveen LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at about $482,676,000. Jennison Associates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 36.8% during 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 acquiring an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. grew its stake in shares of Taiwan Semiconductor Manufacturing by 31.5% during 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 acquiring an additional 2,121,758 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities analysts have recently commented on the stock. Barclays increased their price target on shares of 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 issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the stock currently has a consensus rating of "Buy" and an average target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $276.69 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $286.00. The business's 50 day moving average is $245.24 and its 200-day moving average is $208.53. 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 has a market cap of $1.44 trillion, a PE ratio of 31.55, a price-to-earnings-growth ratio of 1.33 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating analysts' consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The business had revenue of $30.07 billion for the quarter, compared to analysts' expectations of $28.50 billion. During the same period in the previous year, the business earned $1.48 earnings per share. 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. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. The ex-dividend date of this dividend 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 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 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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