Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Junto Capital Management LP

Key Points

• Junto Capital Management LP increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 10.6%, owning 225,322 shares valued at approximately $37.4 million.
• Analysts have maintained a positive outlook on TSM, with an average target price of $258.33, while four research firms rate the stock as a "Buy."
• Taiwan Semiconductor Manufacturing has announced an increased quarterly dividend of $0.8348, reflecting a boost from the previous amount and indicating a 1.4% yield for shareholders.

Junto Capital Management LP increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 10.6% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 225,322 shares of the semiconductor company's stock after purchasing an additional 21,507 shares during the period. Junto Capital Management LP's holdings in Taiwan Semiconductor Manufacturing were worth $37,403,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. City Holding Co. raised its position in Taiwan Semiconductor Manufacturing by 238.0% during the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after buying an additional 119 shares during the last quarter. Accredited Wealth Management LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $31,000. Signature Resources Capital Management LLC raised its position 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 buying an additional 111 shares during the last quarter. Graybill Wealth Management LTD. purchased a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $33,000. Finally, Vision Financial Markets LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $33,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on TSM shares. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday. Susquehanna raised their price target on shares of 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 reissued an "overweight" rating and set a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company currently has an average rating of "Buy" and an average price target of $258.33.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM traded down $7.26 during trading on Friday, hitting $231.01. 15,511,696 shares of the stock traded hands, compared to its average volume of 10,307,398. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company has a market cap of $1.20 trillion, a price-to-earnings ratio of 26.34, a P/E/G ratio of 1.10 and a beta of 1.23. The company has a fifty day moving average price of $234.90 and a two-hundred day moving average price of $199.77. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $248.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $30.07 billion for the quarter, compared to analysts' expectations of $28.50 billion. During the same quarter last year, the company earned $1.48 EPS. The firm's revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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 paid a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio is 28.16%.

Taiwan Semiconductor Manufacturing 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.