Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Dupont Capital Management Corp

Key Points

• Dupont Capital Management Corp increased its stake in Taiwan Semiconductor Manufacturing Company by 11.6%, holding 89,303 shares worth approximately $20.2 million.
• Taiwan Semiconductor reported earnings of $2.92 per share, surpassing estimates and generating revenue of $32.36 billion for the quarter, reflecting a 40.1% year-over-year growth.
• The company has announced a dividend increase to $0.8348 per share, marking a positive shift from its previous dividend of $0.65 and indicating a 1.1% annual yield.

Dupont Capital Management Corp boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 11.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 89,303 shares of the semiconductor company's stock after purchasing an additional 9,247 shares during the period. Taiwan Semiconductor Manufacturing makes up 2.2% of Dupont Capital Management Corp's portfolio, making the stock its 11th biggest position. Dupont Capital Management Corp's holdings in Taiwan Semiconductor Manufacturing were worth $20,226,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Alliance Wealth Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company's stock worth $411,000 after acquiring an additional 43 shares in the last quarter. Pflug Koory LLC grew its holdings in Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company's stock worth $257,000 after acquiring an additional 43 shares in the last quarter. Frazier Financial Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 9.1% during the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company's stock worth $117,000 after acquiring an additional 43 shares in the last quarter. Liberty One Investment Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 4.3% during the 2nd quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company's stock worth $244,000 after acquiring an additional 44 shares in the last quarter. Finally, Westmount Partners LLC grew 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 worth $481,000 after acquiring an additional 45 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 1.0%

Taiwan Semiconductor Manufacturing stock opened at $297.92 on Tuesday. The company has a market cap of $1.55 trillion, a P/E ratio of 30.56, a PEG ratio of 1.02 and a beta of 1.28. The firm's 50-day moving average is $263.28 and its 200-day moving average is $223.51. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37. 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 earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. The firm had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. Taiwan Semiconductor Manufacturing's revenue was up 40.1% on a year-over-year basis. During the same period in the previous year, the business posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 26.67%.

Analyst Upgrades and Downgrades

TSM has been the subject of several recent analyst reports. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a "positive" rating in a report on Friday, October 10th. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 8th. Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a "buy" rating in a research report on Thursday, October 16th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Finally, Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an "overweight" rating in a research report on Friday. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus 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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