Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Focus Partners Wealth
Focus Partners Wealth increased its stake in Taiwan Semiconductor Manufacturing Company (TSM) by 9.8% in Q1, owning 85,784 shares valued at $14.24 million. Other institutional investors also raised their stakes. TSM shares opened at $259.27, with a market cap of $1.34 trillion. The company reported Q2 earnings of $2.47 EPS, exceeding estimates, and announced a dividend increase to $0.8348 per share. Analysts have set new price targets, with Barclays at $240 and Needham at $270, reflecting positive sentiment towards TSM's performance.
Focus Partners Wealth grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 85,784 shares of the semiconductor company's stock after purchasing an additional 7,641 shares during the quarter. Focus Partners Wealth's holdings in Taiwan Semiconductor Manufacturing were worth $14,242,000 at the end of the most recent quarter.
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Several other institutional investors and hedge funds also recently added to or reduced their stakes in TSM. Brighton Jones LLC boosted its stake in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Silvercrest Asset Management Group LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 81.9% during the 4th quarter. Silvercrest Asset Management Group LLC now owns 134,128 shares of the semiconductor company's stock valued at $26,489,000 after acquiring an additional 60,385 shares during the last quarter. Skye Global Management LP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $140,613,000. Shay Capital LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $415,000. Finally, Summit Partners Public Asset Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 14.3% during the 4th quarter. Summit Partners Public Asset Management LLC now owns 687,778 shares of the semiconductor company's stock valued at $135,829,000 after acquiring an additional 85,962 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.
Taiwan Semiconductor Manufacturing Stock Up 0.1%
Shares of TSM opened at $259.27 on Friday. The firm has a market cap of $1.34 trillion, a P/E ratio of 29.56, a price-to-earnings-growth ratio of 1.23 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $264.58. The company's 50-day moving average price is $238.56 and its 200 day moving average price is $202.91. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.
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Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.13 by $0.34. The firm had revenue of $30.07 billion for 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% on a year-over-year basis. During the same period in the previous year, the firm earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, sell-side 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 firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a yield of 1.3%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's payout ratio is currently 28.16%.
Analysts Set New Price Targets
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Several research analysts have recently weighed in on the stock. Barclays reissued an "overweight" rating and set a $240.00 price target (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Needham & Company LLC reissued a "buy" rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Susquehanna boosted 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. Finally, 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. Four research analysts have rated the stock with a Buy rating, According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of "Buy" and an average price target of $258.33.
Read Our Latest Report on Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing Company Profile
(Free Report)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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Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report).
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