SRN Advisors LLC Has $731,000 Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• SRN Advisors LLC decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 27.4% during the first quarter, now holding 4,405 shares valued at $731,000.
• The company recently announced a quarterly dividend increase to $0.8348 per share, representing a 1.4% yield, up from a previous dividend of $0.65.
• Taiwan Semiconductor's Q2 earnings beat estimates with an EPS of $2.47, contributing to a 44.4% year-over-year revenue growth to $30.07 billion.

SRN Advisors LLC trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 27.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,405 shares of the semiconductor company's stock after selling 1,662 shares during the quarter. SRN Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $731,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the stock. First Heartland Consultants Inc. increased its position in Taiwan Semiconductor Manufacturing by 4.2% in the 4th quarter. First Heartland Consultants Inc. now owns 1,236 shares of the semiconductor company's stock valued at $244,000 after acquiring an additional 50 shares during the period. Formidable Asset Management LLC increased its position in Taiwan Semiconductor Manufacturing by 3.2% in the 4th quarter. Formidable Asset Management LLC now owns 1,606 shares of the semiconductor company's stock valued at $317,000 after acquiring an additional 50 shares during the period. Connecticut Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 0.7% in the 4th quarter. Connecticut Wealth Management LLC now owns 7,416 shares of the semiconductor company's stock valued at $1,465,000 after acquiring an additional 55 shares during the period. Brown Shipley& Co Ltd increased its position in Taiwan Semiconductor Manufacturing by 1.4% in the 1st quarter. Brown Shipley& Co Ltd now owns 3,926 shares of the semiconductor company's stock valued at $652,000 after acquiring an additional 55 shares during the period. Finally, WealthPlan Investment Management LLC increased its position in Taiwan Semiconductor Manufacturing by 3.2% in the 1st quarter. WealthPlan Investment Management LLC now owns 1,847 shares of the semiconductor company's stock valued at $307,000 after acquiring an additional 57 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM traded down $7.26 during trading hours on Friday, hitting $231.01. 15,511,696 shares of the company were exchanged, compared to its average volume of 10,307,398. The company has a market capitalization of $1.20 trillion, a PE ratio of 26.34, a PEG ratio of 1.10 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 firm has a fifty day simple moving average of $234.90 and a 200-day simple moving average of $199.77. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $248.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share 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 return on equity of 33.37% and a net margin of 42.91%.The company's revenue was up 44.4% compared to the same quarter last year. During the same period last year, the company posted $1.48 EPS. 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 company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is 28.16%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on TSM shares. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Needham & Company LLC restated a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Barclays reaffirmed an "overweight" rating and set a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Finally, Susquehanna increased 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. Four investment analysts have rated the stock with a Buy rating, According to MarketBeat, the company currently has a consensus rating of "Buy" and an average price target 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.