Triasima Portfolio Management inc. Has $5 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Triasima Portfolio Management increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 44.6%, owning a total of $5 million worth of shares after purchasing an additional 6,817 shares in the second quarter.
• Recent analyst reports have resulted in revised price targets for the stock, with Barclays raising its target from $275 to $325 and giving it an "overweight" rating.
• Taiwan Semiconductor Manufacturing announced an increase in its quarterly dividend to $0.8348 per share, reflecting a boost from the previous dividend of $0.65 and representing a yield of 1.1%.

Triasima Portfolio Management inc. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 44.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,089 shares of the semiconductor company's stock after purchasing an additional 6,817 shares during the quarter. Triasima Portfolio Management inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $5,003,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in TSM. Brighton Jones LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after buying an additional 1,892 shares during the last quarter. Gateway Investment Advisers LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 51.3% during the first quarter. Gateway Investment Advisers LLC now owns 1,663 shares of the semiconductor company's stock worth $276,000 after buying an additional 564 shares during the last quarter. UMB Bank n.a. boosted its holdings in Taiwan Semiconductor Manufacturing by 2.4% during the first quarter. UMB Bank n.a. now owns 6,118 shares of the semiconductor company's stock worth $1,016,000 after buying an additional 142 shares during the last quarter. Miracle Mile Advisors LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 13.6% during the first quarter. Miracle Mile Advisors LLC now owns 3,415 shares of the semiconductor company's stock worth $567,000 after buying an additional 409 shares during the last quarter. Finally, Capital Investment Advisors LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 169.2% during the first quarter. Capital Investment Advisors LLC now owns 8,414 shares of the semiconductor company's stock worth $1,397,000 after buying an additional 5,289 shares during the last quarter. Institutional investors own 16.51% of the company's stock.

Analysts Set New Price Targets

TSM has been the topic of a number of recent analyst reports. Susquehanna raised 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. Barclays raised 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. Weiss Ratings reiterated a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Saturday, September 27th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Finally, Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday. They set an "outperform" rating on the stock. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of "Moderate Buy" and a consensus price target of $286.67.

Taiwan Semiconductor Manufacturing Stock Down 2.7%

Shares of Taiwan Semiconductor Manufacturing stock opened at $294.18 on Wednesday. The business's 50 day simple moving average is $252.59 and its 200 day simple moving average is $214.99. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $307.30. The firm has a market cap of $1.53 trillion, a PE ratio of 33.54, a P/E/G ratio of 1.44 and a beta of 1.28. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37.

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, 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 analyst estimates of $28.50 billion. During the same quarter last year, the firm earned $1.48 EPS. 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, 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. Investors 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 represents a $3.34 dividend on an annualized basis and a yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's payout ratio is 29.65%.

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.

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