OLD Mission Capital LLC Acquires Shares of 154,401 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• OLD Mission Capital LLC has acquired 154,401 shares of Taiwan Semiconductor Manufacturing Company (TSM), valued at approximately $25.6 million, making it the 21st largest position in the fund's portfolio.
• Several hedge funds have recently increased or initiated their positions in TSM, with institutional investors now owning 16.51% of the stock.
• The company declared a quarterly dividend, increasing it to $0.8348 per share, which reflects an annualized dividend of $3.34 and a dividend yield of 1.4%.

OLD Mission Capital LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund acquired 154,401 shares of the semiconductor company's stock, valued at approximately $25,631,000. Taiwan Semiconductor Manufacturing makes up about 0.3% of OLD Mission Capital LLC's portfolio, making the stock its 21st biggest position.

Other hedge funds have also recently made changes to their positions in the company. Accredited Wealth Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $31,000. City Holding Co. boosted its position in shares of Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 119 shares in the last quarter. Signature Resources Capital Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 138.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock worth $32,000 after purchasing an additional 111 shares in the last quarter. Graybill Wealth Management LTD. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Finally, Vision Financial Markets LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. 16.51% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a "buy" rating to a "hold" rating in a research report on Saturday, August 23rd. Barclays reissued an "overweight" rating and issued a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a research report on Monday, July 14th. Needham & Company LLC reiterated a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Finally, Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Four equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock currently has a consensus rating of "Buy" and a consensus price target of $258.33.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $238.42 on Friday. The business's fifty day simple moving average is $234.47 and its two-hundred day simple moving average is $199.68. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $248.28. The company has a market cap of $1.24 trillion, a price-to-earnings ratio of 27.19, a P/E/G ratio of 1.14 and a beta of 1.19.

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 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 company's revenue was up 44.4% compared to the same quarter last year. During the same period last year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research 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 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 dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a dividend yield of 1.4%. 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. Taiwan Semiconductor Manufacturing's payout ratio is currently 28.16%.

Taiwan Semiconductor Manufacturing 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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