First Dallas Securities Inc. Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First Dallas Securities Inc. raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 26.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,206 shares of the semiconductor company’s stock after buying an additional 2,551 shares during the period. First Dallas Securities Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $2,026,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. City Holding Co. boosted its position in Taiwan Semiconductor Manufacturing by 238.0% during the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 119 shares during the period. Signature Resources Capital Management LLC boosted 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 valued at $32,000 after buying an additional 111 shares during the period. Graybill Wealth Management LTD. purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $33,000. Vision Financial Markets LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $33,000. Finally, Mpwm Advisory Solutions LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter valued at $40,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently commented on TSM. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. 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. Needham & Company LLC reaffirmed a “buy” rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Barclays reaffirmed an “overweight” rating and issued a $240.00 target price (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Finally, Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research report on Monday, July 14th. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $258.33.

Taiwan Semiconductor Manufacturing Stock Up 3.3%

NYSE:TSM opened at $243.02 on Monday. The firm has a market cap of $1.26 trillion, a P/E ratio of 27.71, a P/E/G ratio of 1.16 and a beta of 1.23. 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 Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28. The firm has a 50-day simple moving average of $236.17 and a two-hundred day simple moving average of $200.88.

Taiwan Semiconductor Manufacturing (NYSE:TSM) 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. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed 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. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.16%.

Taiwan Semiconductor Manufacturing 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.