Siren L.L.C. Grows Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Siren L.L.C. increased its stake in Taiwan Semiconductor Manufacturing Company by 90.0%, owning 28,500 shares valued at $4.73 million after acquiring 13,500 shares in the first quarter.
• Multiple institutional investors, including New Vernon Capital Holdings and Goldman Sachs, have significantly boosted their stakes in TSM, indicating strong market confidence in the company.
• Wall Street analysts are optimistic about TSM's future, with four analysts rating the stock as a "Buy" and a consensus price target of $258.33.

Siren L.L.C. grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 90.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,500 shares of the semiconductor company's stock after buying an additional 13,500 shares during the period. Siren L.L.C.'s holdings in Taiwan Semiconductor Manufacturing were worth $4,731,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in TSM. City Holding Co. lifted its holdings 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 acquiring an additional 119 shares during the last quarter. Signature Resources Capital Management LLC lifted its holdings 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 acquiring an additional 111 shares during 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. Vision Financial Markets LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Finally, Keener Financial Planning LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $39,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 0.1%

NYSE TSM traded up $0.36 during trading on Friday, hitting $259.27. The company had a trading volume of 8,486,996 shares, compared to its average volume of 10,613,486. 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 one year low of $134.25 and a one year high of $264.58. The company has a market cap of $1.34 trillion, a price-to-earnings ratio of 29.56, a price-to-earnings-growth ratio of 1.23 and a beta of 1.23. The company's fifty day moving average is $238.56 and its 200-day moving average is $202.91.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $28.50 billion. During the same period in the prior year, the business earned $1.48 EPS. The company'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. On average, sell-side analysts predict 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 disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a $0.8348 dividend. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.3%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 28.16%.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the stock. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Needham & Company LLC reiterated a "buy" rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Barclays reiterated an "overweight" rating and set a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $258.33.

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.