Integrated Wealth Concepts LLC Has $7.37 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Integrated Wealth Concepts LLC significantly increased its holdings in Taiwan Semiconductor Manufacturing Company (TSM) by 40.0%, owning 44,395 shares worth $7,370,000 at the end of the first quarter.
• Multiple brokerages have given TSM a "Buy" rating, with target prices ranging from $240.00 to $270.00, reflecting positive market sentiment.
• Taiwan Semiconductor Manufacturing announced an increase in its quarterly dividend to $0.8348, representing a yield of 1.4% and a positive shift from its previous dividend of $0.65.

Integrated Wealth Concepts LLC lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 40.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 44,395 shares of the semiconductor company's stock after buying an additional 12,681 shares during the period. Integrated Wealth Concepts LLC's holdings in Taiwan Semiconductor Manufacturing were worth $7,370,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. City Holding Co. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 238.0% during the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 119 shares in the last quarter. Signature Resources Capital Management LLC boosted its stake 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 worth $32,000 after buying an additional 111 shares in the last quarter. Graybill Wealth Management LTD. bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $33,000. Vision Financial Markets LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $33,000. Finally, Keener Financial Planning LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $39,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock traded up $7.81 during mid-day trading on Friday, reaching $243.02. 14,039,042 shares of the stock were exchanged, compared to its average volume of 9,579,977. The company has a market cap of $1.26 trillion, a price-to-earnings ratio of 27.71, a price-to-earnings-growth ratio of 1.16 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. The firm has a 50-day simple moving average of $236.17 and a 200 day simple moving average of $200.87. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analysts' expectations 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 for the quarter was up 44.4% on a year-over-year basis. During the same quarter last year, the company 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 fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing's dividend payout ratio is 28.16%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Barclays reaffirmed an "overweight" rating and set a $240.00 price objective (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. 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. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and an average target price of $258.33.

Taiwan Semiconductor Manufacturing 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.