Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lifted by Park Avenue Securities LLC

Key Points

• Park Avenue Securities LLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 3.7%, owning 66,912 shares valued at $15.15 million as of the end of the second quarter.
• Taiwan Semiconductor Manufacturing reported a strong quarterly earnings result, with $2.47 earnings per share, exceeding analyst estimates and marking a 44.4% year-over-year revenue increase.
• The company announced an increase in its quarterly dividend to $0.8348, with a dividend yield of 1.3%, highlighting a commitment to returning value to shareholders.

Park Avenue Securities LLC boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.7% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 66,912 shares of the semiconductor company's stock after buying an additional 2,362 shares during the quarter. Park Avenue Securities LLC's holdings in Taiwan Semiconductor Manufacturing were worth $15,155,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the stock. Westmount Partners LLC boosted its position in Taiwan Semiconductor Manufacturing by 2.2% during the second quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company's stock valued at $481,000 after purchasing an additional 45 shares during the last quarter. Mirador Capital Partners LP lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.6% during the 2nd quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company's stock valued at $404,000 after buying an additional 45 shares during the last quarter. Formidable Asset Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.2% during the 4th quarter. Formidable Asset Management LLC now owns 1,606 shares of the semiconductor company's stock valued at $317,000 after buying an additional 50 shares during the last quarter. Michael S. Ryan Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.7% in the 2nd quarter. Michael S. Ryan Inc. now owns 3,239 shares of the semiconductor company's stock valued at $734,000 after buying an additional 53 shares in the last quarter. Finally, Brown Shipley& Co Ltd increased its holdings in Taiwan Semiconductor Manufacturing by 1.4% in the first quarter. Brown Shipley& Co Ltd now owns 3,926 shares of the semiconductor company's stock worth $652,000 after buying an additional 55 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Down 1.6%

Shares of TSM stock opened at $264.27 on Friday. The stock has a market cap of $1.37 trillion, a P/E ratio of 30.13, a price-to-earnings-growth ratio of 1.26 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $270.54. The stock has a fifty day moving average price of $241.95 and a 200 day moving average price of $205.88. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. During the same quarter in the previous year, the firm posted $1.48 EPS. The business's revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. 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 business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.3%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 29.42%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on TSM shares. Susquehanna lifted 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. Needham & Company LLC reaffirmed a "buy" rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Finally, Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a research report on Tuesday, September 16th. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of "Buy" and a consensus 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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