Schubert & Co Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Schubert & Co has acquired a new stake of 2,168 shares in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), valued at approximately $491,000 during the second quarter.
• Taiwan Semiconductor's recent quarterly earnings report showed $2.92 earnings per share, surpassing the consensus estimate of $2.59, with revenue reaching $32.36 billion.
• The company announced an increase in its quarterly dividend to $0.8348, effective January 8th, reflecting a growth from the previous dividend of $0.65.

Schubert & Co acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 2,168 shares of the semiconductor company's stock, valued at approximately $491,000.

Several other large investors also recently made changes to their positions in the stock. Alliance Wealth Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company's stock valued at $411,000 after buying an additional 43 shares during the last quarter. Pflug Koory LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.9% in the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company's stock valued at $257,000 after buying an additional 43 shares during the last quarter. Frazier Financial Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 9.1% in the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company's stock valued at $117,000 after buying an additional 43 shares during the last quarter. Westmount Partners LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.2% during the 2nd quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company's stock valued at $481,000 after purchasing an additional 45 shares during the last quarter. Finally, Mirador Capital Partners LP lifted its holdings in Taiwan Semiconductor Manufacturing by 2.6% during the 2nd quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company's stock valued at $404,000 after purchasing an additional 45 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Down 1.5%

TSM stock opened at $295.37 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The stock has a market capitalization of $1.53 trillion, a price-to-earnings ratio of 30.29, a PEG ratio of 1.41 and a beta of 1.28. The business's fifty day moving average price is $262.16 and its two-hundred day moving average price is $222.00. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to analysts' expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company's quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared 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 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 dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 26.97%.

Analysts Set New Price Targets

Several brokerages have issued reports on TSM. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a report on Saturday. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 8th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an "overweight" rating in a report on Friday. Finally, Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an "outperform" rating for the company. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $371.67.

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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