Hobbs Group Advisors LLC Increases Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hobbs Group Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 16.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,759 shares of the semiconductor company’s stock after buying an additional 520 shares during the period. Hobbs Group Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $851,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. CV Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 14.8% during the second quarter. CV Advisors LLC now owns 1,493 shares of the semiconductor company’s stock valued at $338,000 after buying an additional 193 shares during the last quarter. Cerro Pacific Wealth Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 35.7% during the second quarter. Cerro Pacific Wealth Advisors LLC now owns 3,321 shares of the semiconductor company’s stock valued at $752,000 after buying an additional 873 shares during the last quarter. Johnson Investment Counsel Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 2.9% during the second quarter. Johnson Investment Counsel Inc. now owns 392,504 shares of the semiconductor company’s stock valued at $88,898,000 after buying an additional 11,182 shares during the last quarter. GFS Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 43.0% during the second quarter. GFS Advisors LLC now owns 1,988 shares of the semiconductor company’s stock valued at $450,000 after buying an additional 598 shares during the last quarter. Finally, Stonehage Fleming Financial Services Holdings Ltd purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $2,593,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

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

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping analysts’ consensus estimates 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 firm had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. During the same quarter in the prior year, the business earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal 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 given 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 1.2%. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 29.65%.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of research reports. Barclays upped their target price on shares of 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 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. 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. Finally, Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $333.33.

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.