Sava Infond d.o.o. Has $22.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Sava Infond d.o.o. increased its investment in Taiwan Semiconductor Manufacturing Company Ltd. by 3.6%, holding a total of 100,355 shares valued at approximately $22.73 million.
• The company reported quarterly earnings of $2.47 per share, exceeding estimates, with revenues reaching $30.07 billion.
• Taiwan Semiconductor Manufacturing has announced a dividend increase to $0.8348 per share, representing an annual yield of 1.1%.

Sava Infond d.o.o. lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.6% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 100,355 shares of the semiconductor company's stock after buying an additional 3,525 shares during the period. Taiwan Semiconductor Manufacturing comprises 3.6% of Sava Infond d.o.o.'s holdings, making the stock its 9th largest position. Sava Infond d.o.o.'s holdings in Taiwan Semiconductor Manufacturing were worth $22,729,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. City Holding Co. increased 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 valued at $28,000 after buying an additional 119 shares in the last quarter. 1248 Management LLC bought a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $28,000. Signature Resources Capital Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 138.8% during 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 position in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Finally, Vision Financial Markets LLC bought a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $292.42 on Friday. The stock has a market capitalization of $1.52 trillion, a price-to-earnings ratio of 33.34, a PEG ratio of 1.37 and a beta of 1.28. The business has a 50-day moving average of $250.34 and a 200-day moving average of $213.03. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $296.72.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share 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 return on equity of 33.37% and a net margin of 42.91%.Taiwan Semiconductor Manufacturing's revenue for the quarter was up 44.4% compared to the same quarter last year. During the same quarter last year, the company earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, sell-side analysts predict 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 declared 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 is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio is 29.99%.

Analysts Set New Price Targets

A number of research firms have issued reports on TSM. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Susquehanna increased their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a report on Tuesday, September 16th. Weiss Ratings reiterated a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Saturday, September 27th. Finally, Needham & Company LLC restated a "buy" rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of "Moderate Buy" and an average price target of $286.67.

Taiwan Semiconductor Manufacturing Company 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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