Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Raised by United American Securities Inc. d b a UAS Asset Management

Key Points

• United American Securities Inc. raised its stake in Taiwan Semiconductor Manufacturing Company by 2.7% during Q1, now owning 83,802 shares valued at approximately $13.9 million, making it their 7th biggest holding.
• Several analysts have upgraded their ratings on Taiwan Semiconductor, with targets ranging from $240 to $270, indicating strong buying interest and confidence in the stock.
• Taiwan Semiconductor has announced an increase in its quarterly dividend to $0.8348 per share, reflecting a commitment to returning value to shareholders with a yield of 1.4%.

United American Securities Inc. d b a UAS Asset Management grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 83,802 shares of the semiconductor company's stock after purchasing an additional 2,214 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 3.3% of United American Securities Inc. d b a UAS Asset Management's investment portfolio, making the stock its 7th largest holding. United American Securities Inc. d b a UAS Asset Management's holdings in Taiwan Semiconductor Manufacturing were worth $13,911,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. DekaBank Deutsche Girozentrale boosted its position in shares of Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock worth $214,442,000 after purchasing an additional 11,693 shares during the period. Pinnacle Investment Management Ltd purchased a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $26,661,000. Quantbot Technologies LP lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 452.2% in the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock worth $7,873,000 after buying an additional 38,837 shares in the last quarter. Sentry LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter worth $222,000. Finally, In Depth Partners LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 36.1% in the first quarter. In Depth Partners LLC now owns 73,757 shares of the semiconductor company's stock worth $12,244,000 after buying an additional 19,547 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. Needham & Company LLC reissued a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Barclays reissued an "overweight" rating and issued a $240.00 target price (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Four equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company has a consensus rating of "Buy" and a consensus target price of $258.33.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock traded up $3.50 during mid-day trading on Monday, reaching $246.91. 12,960,408 shares of the company's stock traded hands, compared to its average volume of 9,579,977. The company has a market cap of $1.28 trillion, a price-to-earnings ratio of 28.15, a PEG ratio of 1.16 and a beta of 1.23. The stock has a 50 day moving average of $236.57 and a two-hundred day moving average of $201.22. The company has a quick ratio of 2.15, a current ratio of 2.37 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 $248.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly 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. The company had revenue of $30.07 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced 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. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing's payout ratio is currently 28.16%.

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.