Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by SLT Holdings LLC

SLT Holdings LLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,249 shares of the semiconductor company’s stock after purchasing an additional 106 shares during the period. SLT Holdings LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $509,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. 1248 Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the first quarter worth $28,000. Signature Resources Capital Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 138.8% during the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock worth $32,000 after acquiring an additional 111 shares during the period. Graybill Wealth Management LTD. acquired a new position in Taiwan Semiconductor Manufacturing during the first quarter worth $33,000. Vision Financial Markets LLC acquired a new position in Taiwan Semiconductor Manufacturing during the first quarter worth $33,000. Finally, Keener Financial Planning LLC acquired a new position in Taiwan Semiconductor Manufacturing during the first quarter worth $39,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on TSM. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday. They issued an “outperform” rating on the stock. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an “overweight” rating in a report on Thursday. Needham & Company LLC reissued a “buy” rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Moderate Buy” and a consensus price target of $333.33.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $281.08 on Friday. The business’s 50-day moving average price is $255.91 and its 200 day moving average price is $217.11. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $307.30. The company has a market capitalization of $1.46 trillion, a PE ratio of 32.05, a price-to-earnings-growth ratio of 1.43 and a beta of 1.28. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping the consensus estimate 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 the consensus estimate of $28.50 billion. During the same period in the prior year, the business posted $1.48 earnings per share. The firm’s revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 29.65%.

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.