Southeast Asset Advisors LLC Acquires 18,010 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Southeast Asset Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. by 78.9%, owning a total of 40,826 shares worth approximately $6.77 million.
• Several other institutional investors, including Bahl & Gaynor Inc. and Jump Financial LLC, have also significantly boosted their stakes in the company, indicating strong institutional interest.
• Taiwan Semiconductor's stock price recently rose by 2.6%, with the company reporting earnings that surpassed analysts' expectations, signaling strong financial performance.

Southeast Asset Advisors LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 78.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,826 shares of the semiconductor company's stock after purchasing an additional 18,010 shares during the period. Taiwan Semiconductor Manufacturing makes up 0.8% of Southeast Asset Advisors LLC's portfolio, making the stock its 19th biggest position. Southeast Asset Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $6,777,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of TSM. Jump Financial LLC lifted its stake in Taiwan Semiconductor Manufacturing by 86.7% in the 1st quarter. Jump Financial LLC now owns 229,108 shares of the semiconductor company's stock valued at $38,032,000 after acquiring an additional 106,415 shares in the last quarter. Cadence Bank lifted its stake in Taiwan Semiconductor Manufacturing by 3.0% in the 1st quarter. Cadence Bank now owns 11,608 shares of the semiconductor company's stock valued at $1,927,000 after acquiring an additional 340 shares in the last quarter. Smartleaf Asset Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 16.5% in the 1st quarter. Smartleaf Asset Management LLC now owns 2,428 shares of the semiconductor company's stock valued at $401,000 after acquiring an additional 344 shares in the last quarter. Bahl & Gaynor Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 223.9% in the 1st quarter. Bahl & Gaynor Inc. now owns 536,913 shares of the semiconductor company's stock valued at $89,128,000 after acquiring an additional 371,128 shares in the last quarter. Finally, Resolute Capital Asset Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at approximately $4,150,000. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Up 2.6%

TSM stock opened at $233.2060 on Friday. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The firm has a market capitalization of $1.21 trillion, a PE ratio of 26.59, a PEG ratio of 1.11 and a beta of 1.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $248.28. The business's 50 day simple moving average is $232.56 and its 200 day simple moving average is $198.79.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its 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. The business had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The firm's revenue was up 44.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Wall Street Analyst Weigh In

TSM has been the topic of several research reports. Needham & Company LLC restated a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research report on Monday, July 14th. Barclays reaffirmed an "overweight" rating and set a $240.00 price target (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Finally, Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a "buy" rating to a "hold" rating in a research report on Saturday. Four investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, Taiwan Semiconductor Manufacturing 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.

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