TrueMark Investments LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• TrueMark Investments LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 18.4%, bringing its total to 13,626 shares valued at approximately $3.09 million.
• The company reported $2.92 earnings per share (EPS) for the last quarter, exceeding analysts' expectations, and a revenue of $32.36 billion, up 40.1% year-over-year.
• Taiwan Semiconductor Manufacturing announced an increase in its quarterly dividend to $0.8348 per share, payable on January 8th, marking a positive change from its previous dividend of $0.65.

TrueMark Investments LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 18.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 13,626 shares of the semiconductor company's stock after buying an additional 2,116 shares during the quarter. TrueMark Investments LLC's holdings in Taiwan Semiconductor Manufacturing were worth $3,086,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of TSM. Brighton Jones LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after buying an additional 1,892 shares during the period. GAMMA Investing LLC boosted its stake in Taiwan Semiconductor Manufacturing by 7.0% during the first quarter. GAMMA Investing LLC now owns 9,103 shares of the semiconductor company's stock worth $1,511,000 after acquiring an additional 594 shares in the last quarter. CWA Asset Management Group LLC boosted its stake in Taiwan Semiconductor Manufacturing by 46.5% during the first quarter. CWA Asset Management Group LLC now owns 3,170 shares of the semiconductor company's stock worth $526,000 after acquiring an additional 1,006 shares in the last quarter. United Advisor Group LLC boosted its stake in Taiwan Semiconductor Manufacturing by 43.7% during the first quarter. United Advisor Group LLC now owns 1,503 shares of the semiconductor company's stock worth $249,000 after acquiring an additional 457 shares in the last quarter. Finally, Spirit of America Management Corp NY boosted its stake in Taiwan Semiconductor Manufacturing by 100.0% during the first quarter. Spirit of America Management Corp NY now owns 600 shares of the semiconductor company's stock worth $100,000 after acquiring an additional 300 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 1.5%

Shares of NYSE TSM opened at $295.37 on Friday. The firm's 50 day moving average price is $262.16 and its 200-day moving average price is $222.00. The company has a market cap of $1.53 trillion, a PE ratio of 30.29, a P/E/G ratio of 1.41 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37. 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 issued its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business's revenue was up 40.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal 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 issued a dividend of $0.8348 per share. The ex-dividend date of this dividend is Thursday, December 11th. 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 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 26.97%.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an "outperform" rating on the stock. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 8th. Needham & Company LLC boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a "buy" rating in a research note on Thursday. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a research note on Saturday. Finally, Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of "Moderate Buy" and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Company 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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