TruWealth Advisors LLC Takes $8.26 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• TruWealth Advisors LLC has acquired a new stake of approximately $8.26 million in Taiwan Semiconductor Manufacturing Company by purchasing 36,466 shares during the second quarter.
• Institutional investors have increased their holdings in Taiwan Semiconductor, with Goldman Sachs and others significantly raising their positions in the first quarter.
• The company recently reported a quarterly EPS of $2.47, exceeding analysts' expectations, and announced a dividend increase to $0.8348 per share, enhancing its annual yield to 1.3%.

TruWealth Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 36,466 shares of the semiconductor company's stock, valued at approximately $8,259,000.

Other hedge funds have also bought and sold shares of the company. City Holding Co. increased its stake in Taiwan Semiconductor Manufacturing by 238.0% in the first quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock valued at $28,000 after purchasing an additional 119 shares in the last quarter. 1248 Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at about $28,000. Signature Resources Capital Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 138.8% during the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock valued at $32,000 after buying an additional 111 shares during the last quarter. Graybill Wealth Management LTD. purchased a new position in Taiwan Semiconductor Manufacturing during the first quarter worth about $33,000. Finally, Vision Financial Markets LLC purchased a new position in Taiwan Semiconductor Manufacturing during the first quarter worth about $33,000. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

NYSE:TSM traded up $0.36 on Friday, reaching $259.27. 8,486,996 shares of the stock traded hands, compared to its average volume of 10,630,542. The company has a market capitalization of $1.34 trillion, a price-to-earnings ratio of 29.56, a PEG ratio of 1.23 and a beta of 1.23. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $264.58. The company's fifty day simple moving average is $238.56 and its 200 day simple moving average is $202.97.

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, beating analysts' consensus estimates 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 net margin of 42.91% and a return on equity of 33.37%. Taiwan Semiconductor Manufacturing's revenue was up 44.4% compared to the same quarter last year. During the same period last year, the business earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm 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 $0.8348 dividend. 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 dividend on an annualized basis and a dividend yield of 1.3%. Taiwan Semiconductor Manufacturing's payout ratio is 28.16%.

Analysts Set New Price Targets

A number of research firms have weighed in on TSM. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a research report on Monday, July 14th. Needham & Company LLC restated a "buy" rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Barclays restated an "overweight" rating and issued a $240.00 price objective (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Finally, Wall Street Zen upgraded shares of 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.com, Taiwan Semiconductor Manufacturing has an average rating of "Buy" and an average target price of $258.33.

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.