Loudon Investment Management LLC Buys 75 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Loudon Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.5% in the second quarter, HoldingsChannel reports. The firm owned 14,357 shares of the semiconductor company’s stock after buying an additional 75 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 1.8% of Loudon Investment Management LLC’s investment portfolio, making the stock its 19th largest holding. Loudon Investment Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,252,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in TSM. DekaBank Deutsche Girozentrale increased its stake in Taiwan Semiconductor Manufacturing by 0.9% in the 1st quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock worth $214,442,000 after acquiring an additional 11,693 shares during the last quarter. Quantbot Technologies LP grew 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 valued at $7,873,000 after purchasing an additional 38,837 shares in the last quarter. RFG Holdings Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 66.1% in the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after purchasing an additional 1,551 shares in the last quarter. Duquesne Family Office LLC increased its position in Taiwan Semiconductor Manufacturing by 456.9% in the first quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock worth $99,397,000 after purchasing an additional 491,265 shares during the last quarter. Finally, Sentry LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the first quarter valued at $222,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have commented on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Needham & Company LLC reiterated a “buy” rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Finally, Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a research note on Tuesday, September 16th. Four analysts have rated the stock with a Buy rating, According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Up 2.2%

Shares of NYSE TSM opened at $279.13 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $286.00. The firm has a 50-day simple moving average of $247.50 and a two-hundred day simple moving average of $210.90. The company has a market cap of $1.45 trillion, a P/E ratio of 31.83, a PEG ratio of 1.30 and a beta of 1.23. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The firm had revenue of $30.07 billion for the quarter, compared to analysts’ expectations of $28.50 billion. During the same quarter in the prior year, the firm posted $1.48 earnings per share. The company’s quarterly revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research analysts anticipate 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 announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date 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 yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is 29.99%.

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.