YHB Investment Advisors Inc. Has $9.86 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• YHB Investment Advisors Inc. increased its stake in Taiwan Semiconductor Manufacturing Company by 2.5% during Q2, now holding 43,546 shares valued at approximately $9.86 million.
• Major institutional investors, including Brighton Jones and Williams Jones Wealth Management, have also increased their holdings significantly in recent months, reflecting a growing interest in the semiconductor company.
• Taiwan Semiconductor Manufacturing announced a quarterly dividend increase to $0.8348 per share, with stockholders receiving this dividend on January 8th, following a prior dividend of $0.65.

YHB Investment Advisors Inc. boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.5% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 43,546 shares of the semiconductor company's stock after buying an additional 1,059 shares during the quarter. YHB Investment Advisors Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $9,863,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TSM. City Holding Co. boosted its stake in Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock worth $28,000 after buying an additional 119 shares during the last quarter. 1248 Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $28,000. Signature Resources Capital Management LLC increased its position in Taiwan Semiconductor Manufacturing by 138.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock worth $32,000 after purchasing an additional 111 shares in the last quarter. Graybill Wealth Management LTD. acquired a new position in Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $33,000. Finally, Vision Financial Markets LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth approximately $33,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

TSM has been the subject of a number of research reports. 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. Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an "overweight" rating in a research note on Tuesday. Susquehanna boosted their price objective 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. Finally, Needham & Company LLC restated a "buy" rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Four investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock presently has a consensus rating of "Buy" and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM traded down $4.37 during midday trading on Friday, reaching $264.27. 17,619,494 shares of the company traded hands, compared to its average volume of 10,617,547. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $270.54. The stock has a 50-day moving average price of $241.95 and a 200 day moving average price of $205.73. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The company has a market cap of $1.37 trillion, a price-to-earnings ratio of 30.13, a PEG ratio of 1.26 and a beta of 1.23.

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. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The business 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 business earned $1.48 earnings per share. The firm's revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a $0.8348 dividend. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. 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 1.3%. Taiwan Semiconductor Manufacturing's payout ratio is 29.42%.

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.