Ballast Advisors LLC Purchases 4,571 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ballast Advisors LLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 26.5% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 21,820 shares of the semiconductor company’s stock after purchasing an additional 4,571 shares during the period. Taiwan Semiconductor Manufacturing comprises 1.5% of Ballast Advisors LLC’s portfolio, making the stock its 16th biggest holding. Ballast Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $4,942,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in TSM. New Vernon Capital Holdings II LLC grew its position in Taiwan Semiconductor Manufacturing by 16,500.0% during the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock valued at $1,113,373,000 after buying an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 55.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after acquiring an additional 6,180,445 shares during the last quarter. Nuveen LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at $482,676,000. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 36.8% during the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after purchasing an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in Taiwan Semiconductor Manufacturing by 31.5% during the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock valued at $1,471,426,000 after purchasing an additional 2,121,758 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on TSM. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 18th. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Finally, Needham & Company LLC boosted their target price on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, October 16th. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $295.22 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. 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 firm has a 50-day moving average price of $267.36 and a 200-day moving average price of $227.11. The firm has a market capitalization of $1.53 trillion, a PE ratio of 30.28, a price-to-earnings-growth ratio of 0.99 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter last year, the firm earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Stockholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This is an increase 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 of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 26.67%.

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.