2,576 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Raab & Moskowitz Asset Management LLC

Key Points

• Raab & Moskowitz Asset Management LLC has acquired 2,576 shares of Taiwan Semiconductor Manufacturing Company Ltd. for approximately $428,000, indicating growing institutional interest in the stock.
• Goldman Sachs increased its stake in Taiwan Semiconductor Manufacturing by 55.6%, now holding shares worth nearly $2.9 billion, along with other institutions boosting their positions in the company.
• Taiwan Semiconductor Manufacturing reported earnings of $2.47 per share for the last quarter, exceeding analyst expectations and showing a 44.4% increase in revenue compared to the same period last year.

Raab & Moskowitz Asset Management LLC bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 2,576 shares of the semiconductor company's stock, valued at approximately $428,000.

A number of other institutional investors have also modified their holdings of TSM. Brighton Jones LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after acquiring an additional 1,892 shares during the period. CoreCap Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing by 21.3% in the 4th quarter. CoreCap Advisors LLC now owns 3,683 shares of the semiconductor company's stock valued at $727,000 after buying an additional 646 shares during the period. First Manhattan CO. LLC. increased its stake in Taiwan Semiconductor Manufacturing by 50.0% in the 4th quarter. First Manhattan CO. LLC. now owns 35,793 shares of the semiconductor company's stock valued at $7,091,000 after buying an additional 11,926 shares during the period. Fiduciary Trust Co increased its stake in Taiwan Semiconductor Manufacturing by 6.5% in the 4th quarter. Fiduciary Trust Co now owns 4,428 shares of the semiconductor company's stock valued at $874,000 after buying an additional 271 shares during the period. Finally, Ensign Peak Advisors Inc increased its stake in Taiwan Semiconductor Manufacturing by 578.7% in the 4th quarter. Ensign Peak Advisors Inc now owns 27,004 shares of the semiconductor company's stock valued at $5,333,000 after buying an additional 23,025 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM traded up $3.50 on Monday, reaching $246.91. 12,960,408 shares of the company were exchanged, compared to its average volume of 9,579,977. 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 1-year low of $134.25 and a 1-year high of $248.28. The firm has a market cap of $1.28 trillion, a price-to-earnings ratio of 28.15, a price-to-earnings-growth ratio of 1.16 and a beta of 1.23. The company has a 50-day moving average of $236.57 and a 200-day moving average of $201.22.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping 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 prior year, the company posted $1.48 EPS. The business'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. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a $0.8348 dividend. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.4%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's payout ratio is presently 28.16%.

Analyst Upgrades and Downgrades

TSM has been the topic of several recent research reports. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Barclays reissued an "overweight" rating and issued a $240.00 price objective (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a research note on Monday, July 14th. Needham & Company LLC reissued a "buy" rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Four research analysts have rated the stock with a Buy rating, According to MarketBeat, the company currently has a consensus rating of "Buy" and an average price target of $258.33.

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.