RFG Holdings Inc. Has $883,000 Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• RFG Holdings Inc. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 66.1% during the second quarter, owning 3,898 shares worth approximately $883,000.
• Several institutional investors, including Westmount Partners and Mirador Capital Partners, have also increased their holdings in Taiwan Semiconductor, with 16.51% of the stock now owned by institutions and hedge funds.
• Wall Street analysts remain optimistic about the company's growth prospects, with a consensus price target of $286.67 and multiple "buy" ratings from firms like Citigroup and Barclays.

RFG Holdings Inc. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 66.1% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,898 shares of the semiconductor company's stock after acquiring an additional 1,551 shares during the period. RFG Holdings Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $883,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. DekaBank Deutsche Girozentrale boosted its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock valued at $214,442,000 after purchasing an additional 11,693 shares in the last quarter. Pinnacle Investment Management Ltd acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $26,661,000. Quantbot Technologies LP raised its position in Taiwan Semiconductor Manufacturing by 452.2% during the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock worth $7,873,000 after buying an additional 38,837 shares during the last quarter. Duquesne Family Office LLC increased its holdings in Taiwan Semiconductor Manufacturing by 456.9% during the 1st quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company's stock valued at $99,397,000 after acquiring an additional 491,265 shares in the last quarter. Finally, Sentry LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter worth approximately $222,000. Institutional investors own 16.51% of the company's stock.

Analysts Set New Price Targets

TSM has been the subject of several research analyst reports. 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. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a research note on Monday, July 14th. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an "overweight" rating in a research note on Tuesday, September 16th. Finally, Needham & Company LLC reissued a "buy" rating and issued 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, According to MarketBeat.com, the stock has an average rating of "Buy" and an average target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock traded down $4.37 during midday trading on Friday, hitting $264.27. The company's stock had a trading volume of 17,619,494 shares, compared to its average volume of 10,617,547. The company has a market cap of $1.37 trillion, a price-to-earnings ratio of 30.13, a PEG ratio of 1.26 and a beta of 1.23. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The company has a 50-day moving average price of $241.95 and a two-hundred day moving average price of $205.88. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $270.54.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued 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. 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 during the quarter, compared to analyst estimates of $28.50 billion. During the same quarter last year, the business earned $1.48 earnings per share. The company's quarterly revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, 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 firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.3%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 29.42%.

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.