Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Focus Partners Wealth

Key Points

• Focus Partners Wealth increased its holdings in Taiwan Semiconductor Manufacturing Company by 9.8%, owning a total of 85,784 shares valued at approximately $14.24 million.
• The company reported a significant increase in revenue with a 44.4% year-over-year growth, achieving $30.07 billion in the last quarter, and earnings per share of $2.47, surpassing estimates.
• Taiwan Semiconductor announced a quarterly dividend increase from $0.65 to $0.8348 per share, with a current yield of 1.3% and a payout ratio of 28.16%.

Focus Partners Wealth raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 85,784 shares of the semiconductor company's stock after purchasing an additional 7,641 shares during the period. Focus Partners Wealth's holdings in Taiwan Semiconductor Manufacturing were worth $14,242,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Integrity Alliance LLC. raised its holdings in Taiwan Semiconductor Manufacturing by 418.6% in the first quarter. Integrity Alliance LLC. now owns 7,058 shares of the semiconductor company's stock valued at $1,172,000 after acquiring an additional 5,697 shares in the last quarter. Ransom Advisory Ltd purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at approximately $106,000. SageView Advisory Group LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 1st quarter. SageView Advisory Group LLC now owns 3,665 shares of the semiconductor company's stock valued at $608,000 after purchasing an additional 79 shares during the last quarter. Alaethes Wealth LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 1st quarter. Alaethes Wealth LLC now owns 19,740 shares of the semiconductor company's stock valued at $3,290,000 after purchasing an additional 433 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,921,428 shares of the semiconductor company's stock worth $318,957,000 after purchasing an additional 331,541 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM traded up $0.36 during trading hours on Friday, reaching $259.27. The stock had a trading volume of 8,486,996 shares, compared to its average volume of 10,630,542. The firm has a 50-day moving average of $238.56 and a 200-day moving average of $202.97. The firm has a market cap of $1.34 trillion, a price-to-earnings ratio of 29.56, a PEG ratio of 1.23 and a beta of 1.23. 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 fifty-two week low of $134.25 and a fifty-two week high of $264.58.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating analysts' consensus estimates of $2.13 by $0.34. The company had revenue of $30.07 billion during the quarter, compared to analysts' expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The firm's revenue for the quarter was up 44.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities research 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 disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's payout ratio is 28.16%.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on TSM. Needham & Company LLC restated a "buy" rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Barclays reaffirmed an "overweight" rating and issued a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Finally, Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Four analysts have rated the stock with a Buy rating, According to MarketBeat, the company has an average rating of "Buy" and a consensus price target of $258.33.

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.