Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Kempner Capital Management Inc.

Key Points

• Kempner Capital Management Inc. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. by 31.7%, making it the company's largest position with a value of approximately $13.7 million.
• Wall Street analysts have expressed a positive outlook for TSM, with an average price target of $286.67 and several firms upgrading the stock from "hold" to "buy."
• Taiwan Semiconductor Manufacturing recently announced a dividend increase, with a new quarterly dividend of $0.8348, up from the previous $0.65, representing an annualized dividend yield of 1.2%.

Kempner Capital Management Inc. boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 31.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 60,615 shares of the semiconductor company's stock after buying an additional 14,576 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 7.4% of Kempner Capital Management Inc.'s portfolio, making the stock its biggest position. Kempner Capital Management Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $13,729,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of TSM. Accurate Wealth Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $320,000. Axis Wealth Partners LLC bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at $246,000. Fifth Third Bancorp increased its stake in Taiwan Semiconductor Manufacturing by 11.0% in the 2nd quarter. Fifth Third Bancorp now owns 68,288 shares of the semiconductor company's stock valued at $15,467,000 after buying an additional 6,740 shares during the last quarter. Sheets Smith Wealth Management bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $698,000. Finally, LVZ Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $550,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on TSM. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. 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. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a research note on Tuesday, September 16th. Finally, Susquehanna raised their target price 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. Four research analysts have rated the stock with a Buy rating, According to MarketBeat, the company has an average rating of "Buy" and an average price target of $286.67.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $282.73 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $286.00. The firm has a market capitalization of $1.47 trillion, a price-to-earnings ratio of 32.24, a P/E/G ratio of 1.29 and a beta of 1.23. The stock's 50 day moving average price is $243.75 and its two-hundred day moving average price is $207.29. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted 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 return on equity of 33.37% and a net margin of 42.91%.The business had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. During the same period in the previous year, the firm earned $1.48 EPS. The firm's revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be given a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing's payout ratio is currently 29.42%.

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.

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