Willner & Heller LLC Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Willner & Heller LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,337 shares of the semiconductor company’s stock after purchasing an additional 72 shares during the quarter. Willner & Heller LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $529,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Penobscot Investment Management Company Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 1.2% in the 2nd quarter. Penobscot Investment Management Company Inc. now owns 4,448 shares of the semiconductor company’s stock valued at $1,007,000 after purchasing an additional 53 shares in the last quarter. AMF Tjanstepension AB raised its holdings in shares of Taiwan Semiconductor Manufacturing by 14.2% in the 2nd quarter. AMF Tjanstepension AB now owns 1,815,014 shares of the semiconductor company’s stock worth $411,175,000 after purchasing an additional 225,732 shares during the period. Sava Infond d.o.o. grew its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% in the second quarter. Sava Infond d.o.o. now owns 100,355 shares of the semiconductor company’s stock valued at $22,729,000 after buying an additional 3,525 shares in the last quarter. Apexium Financial LP acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $263,000. Finally, Peoples Bank OH acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at approximately $718,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on TSM shares. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. 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. 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. Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Saturday, September 27th. Finally, Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research note on Monday, July 14th. Four research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $286.67.

Taiwan Semiconductor Manufacturing Trading Up 1.5%

Shares of NYSE TSM opened at $292.42 on Friday. The company has a market cap of $1.52 trillion, a price-to-earnings ratio of 33.34, a price-to-earnings-growth ratio of 1.37 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $296.72. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The stock’s 50 day simple moving average is $250.34 and its 200 day simple moving average is $213.03.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share 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 the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The firm’s revenue for the quarter was up 44.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Stockholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. 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 dividend yield of 1.1%. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 29.99%.

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.