Siren L.L.C. Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Siren L.L.C. significantly increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 90% during the first quarter, now holding 28,500 shares valued at approximately $4.73 million.
• Multiple institutional investors, including Goldman Sachs and Nuveen LLC, have also boosted their holdings in TSM, indicating strong institutional interest in the semiconductor sector.
• Taiwan Semiconductor Manufacturing recently announced an increase in its quarterly dividend, now paying $0.8348 per share, which reflects a higher dividend yield of 1.4%.

Siren L.L.C. boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 90.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 28,500 shares of the semiconductor company's stock after purchasing an additional 13,500 shares during the period. Siren L.L.C.'s holdings in Taiwan Semiconductor Manufacturing were worth $4,731,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. City Holding Co. raised its stake 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 acquiring an additional 119 shares during the last quarter. Accredited Wealth Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth $31,000. Signature Resources Capital Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 138.8% in the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock worth $32,000 after purchasing an additional 111 shares during the period. Graybill Wealth Management LTD. acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. Finally, Vision Financial Markets LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at $33,000. Institutional investors own 16.51% of the company's stock.

Analyst Ratings Changes

TSM has been the topic of a number of recent research reports. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a "buy" rating to a "hold" rating in a research report on Saturday, August 23rd. Needham & Company LLC reiterated a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. 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 research note on Monday, July 14th. Finally, Barclays reaffirmed an "overweight" rating and set a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Four research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $258.33.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

NYSE TSM traded down $7.26 during trading on Friday, hitting $231.01. The company had a trading volume of 15,511,696 shares, compared to its average volume of 10,208,586. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $248.28. The company has a market cap of $1.20 trillion, a price-to-earnings ratio of 26.34, a price-to-earnings-growth ratio of 1.10 and a beta of 1.19. The company's fifty day moving average is $234.90 and its 200-day moving average is $199.83.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company's revenue for the quarter was up 44.4% on a year-over-year basis. During the same period in the prior year, the business earned $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 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. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 annualized dividend and a dividend yield of 1.4%. The ex-dividend date 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 28.16%.

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.