Cerro Pacific Wealth Advisors LLC Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Cerro Pacific Wealth Advisors LLC raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 35.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,321 shares of the semiconductor company’s stock after purchasing an additional 873 shares during the quarter. Cerro Pacific Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $752,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in the business. Johnson Investment Counsel Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the 2nd quarter. Johnson Investment Counsel Inc. now owns 392,504 shares of the semiconductor company’s stock valued at $88,898,000 after purchasing an additional 11,182 shares in the last quarter. GFS Advisors LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 43.0% in the 2nd quarter. GFS Advisors LLC now owns 1,988 shares of the semiconductor company’s stock valued at $450,000 after purchasing an additional 598 shares in the last quarter. Stonehage Fleming Financial Services Holdings Ltd purchased a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $2,593,000. Apollon Wealth Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 11.1% during the 2nd quarter. Apollon Wealth Management LLC now owns 25,865 shares of the semiconductor company’s stock valued at $5,858,000 after acquiring an additional 2,588 shares during the period. Finally, Fifth Third Wealth Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 7.1% during the 2nd quarter. Fifth Third Wealth Advisors LLC now owns 8,805 shares of the semiconductor company’s stock valued at $1,994,000 after acquiring an additional 584 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 6.3%

Shares of NYSE TSM opened at $281.08 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $307.30. The firm has a fifty day moving average of $255.91 and a 200-day moving average of $217.42. The stock has a market capitalization of $1.46 trillion, a PE ratio of 32.05, a P/E/G ratio of 1.34 and a beta of 1.28. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced 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. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. During the same period in the previous year, the company earned $1.48 EPS. The business’s quarterly revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 29.65%.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of research reports. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an “overweight” rating in a research report on Thursday. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday. They set an “outperform” rating for the company. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $333.33.

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.