Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Increased by Patriot Financial Group Insurance Agency LLC

Key Points

• Patriot Financial Group Insurance Agency LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 7.3%, owning a total of 15,292 shares valued at approximately $3.46 million.
• Taiwan Semiconductor Manufacturing reported Q2 earnings of $2.47 per share, exceeding expectations, with a revenue of $30.07 billion, marking a 44.4% increase year-over-year.
• The company announced an increase in its quarterly dividend to $0.8348 per share, reflecting a yield of 1.2%, with the dividend payout ratio currently at 29.42%.

Patriot Financial Group Insurance Agency LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 7.3% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 15,292 shares of the semiconductor company's stock after buying an additional 1,044 shares during the period. Patriot Financial Group Insurance Agency LLC's holdings in Taiwan Semiconductor Manufacturing were worth $3,463,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Alliance Wealth Advisors LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company's stock worth $411,000 after acquiring an additional 43 shares during the last quarter. Westmount Partners LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 2nd quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company's stock worth $481,000 after acquiring an additional 45 shares during the last quarter. Mirador Capital Partners LP grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.6% in the 2nd quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company's stock worth $404,000 after acquiring an additional 45 shares during the last quarter. Genesis Private Wealth LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.3% in the 2nd quarter. Genesis Private Wealth LLC now owns 2,168 shares of the semiconductor company's stock worth $491,000 after acquiring an additional 48 shares during the last quarter. Finally, Leonard Rickey Investment Advisors P.L.L.C. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.3% in the 2nd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,611 shares of the semiconductor company's stock worth $365,000 after acquiring an additional 52 shares during the last quarter. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $288.24 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $296.72. 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 company has a market capitalization of $1.49 trillion, a price-to-earnings ratio of 32.87, a P/E/G ratio of 1.37 and a beta of 1.28. The stock's fifty day simple moving average is $249.40 and its 200-day simple moving average is $212.21.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results 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. 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 the consensus estimate of $28.50 billion. During the same quarter in the previous year, the company posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing's revenue for the quarter was up 44.4% compared to the same quarter last year. 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 fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 29.42%.

Wall Street Analyst Weigh In

TSM has been the topic of a number of recent research reports. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a report on Tuesday, September 16th. Needham & Company LLC restated a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Four investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of "Buy" and an average target price of $286.67.

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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