Northstar Advisory Group LLC Invests $1.24 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Northstar Advisory Group LLC has invested approximately $1.24 million in Taiwan Semiconductor Manufacturing Company Ltd, acquiring 5,494 shares in the second quarter.
• Several institutional investors are increasing their stakes in TSM, with significant contributions from firms like DekaBank and Duquesne Family Office, pushing institutional ownership to 16.51%.
• The company plans to pay a $0.8348 quarterly dividend on January 8th, a notable increase from the previous dividend of $0.65, with a current dividend yield of 1.3%.

Northstar Advisory Group LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 5,494 shares of the semiconductor company's stock, valued at approximately $1,244,000.

A number of other institutional investors have also made changes to their positions in TSM. DekaBank Deutsche Girozentrale grew its position in Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock worth $214,442,000 after buying an additional 11,693 shares in the last quarter. Pinnacle Investment Management Ltd acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $26,661,000. Quantbot Technologies LP grew its position in Taiwan Semiconductor Manufacturing by 452.2% during the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock worth $7,873,000 after buying an additional 38,837 shares in the last quarter. Duquesne Family Office LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 456.9% during the first quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company's stock valued at $99,397,000 after purchasing an additional 491,265 shares in the last quarter. Finally, Sentry LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $222,000. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on TSM. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Susquehanna lifted their price objective 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 reissued an "overweight" rating and issued a $240.00 target price (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Finally, Needham & Company LLC reissued a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of "Buy" and a consensus price target of $258.33.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $259.27 on Monday. The firm has a fifty day moving average of $238.56 and a two-hundred day moving average of $203.12. The stock has a market capitalization of $1.34 trillion, a price-to-earnings ratio of 29.56, a PEG ratio of 1.23 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $264.58. 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 (NYSE:TSM - Get Free Report) last issued its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.13 by $0.34. The company had revenue of $30.07 billion during the quarter, compared to analysts' expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The business's revenue for the quarter was up 44.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders 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 1.3%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 28.16%.

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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