Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Oak Family Advisors LLC's Largest Position

Key Points

• Oak Family Advisors LLC has increased its stake in Taiwan Semiconductor Manufacturing Company by 2.2%, making it the largest position in their portfolio.
• Several analysts have raised their price targets for the stock, with Barclays suggesting an increase from $275.00 to $325.00 and a consensus price target of $286.67.
• The company recently announced a dividend increase to $0.8348 per share, representing an annual yield of 1.2%, effective for stockholders on record from December 11th.

Oak Family Advisors LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 71,323 shares of the semiconductor company's stock after buying an additional 1,515 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 5.1% of Oak Family Advisors LLC's holdings, making the stock its largest position. Oak Family Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $16,154,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. City Holding Co. grew its position in shares of Taiwan Semiconductor Manufacturing by 238.0% during the first quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock valued at $28,000 after purchasing an additional 119 shares in the last quarter. 1248 Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth approximately $28,000. Signature Resources Capital Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 138.8% during the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock valued at $32,000 after buying an additional 111 shares during the period. Graybill Wealth Management LTD. purchased a new position in Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $33,000. Finally, Vision Financial Markets LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth $33,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

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 company a "positive" rating in a report on Monday, July 14th. Needham & Company LLC reiterated a "buy" rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Finally, Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a research report on Tuesday, September 16th. Four research 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 price target of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $273.79 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $286.00. The company's 50 day simple moving average is $246.60 and its 200 day simple moving average is $210.42. The company has a market capitalization of $1.42 trillion, a price-to-earnings ratio of 31.22, a PEG ratio of 1.30 and a beta of 1.23. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating analysts' consensus estimates of $2.13 by $0.34. The firm had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm's revenue was up 44.4% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.48 EPS. 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 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders 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 annualized dividend and a dividend yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 29.42%.

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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