Smart Money Group LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Smart Money Group LLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 15.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,720 shares of the semiconductor company’s stock after buying an additional 232 shares during the period. Smart Money Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $390,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares during the last quarter. Stratos Wealth Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 4.3% in the first quarter. Stratos Wealth Advisors LLC now owns 7,446 shares of the semiconductor company’s stock valued at $1,236,000 after acquiring an additional 308 shares during the period. Cornerstone Planning Group LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 436.6% during the first quarter. Cornerstone Planning Group LLC now owns 440 shares of the semiconductor company’s stock valued at $69,000 after acquiring an additional 358 shares during the last quarter. Axxcess Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 103.4% during the first quarter. Axxcess Wealth Management LLC now owns 20,173 shares of the semiconductor company’s stock worth $3,349,000 after purchasing an additional 10,257 shares during the period. Finally, Moloney Securities Asset Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 5.2% in the first quarter. Moloney Securities Asset Management LLC now owns 5,900 shares of the semiconductor company’s stock worth $979,000 after purchasing an additional 294 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 1.6%

Shares of Taiwan Semiconductor Manufacturing stock opened at $288.85 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company’s 50 day moving average is $278.84 and its 200 day moving average is $236.11. The company has a market cap of $1.50 trillion, a price-to-earnings ratio of 29.63, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. During the same period in the prior year, the firm earned $1.94 EPS. The company’s revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Research analysts anticipate 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 given 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 of this dividend is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

Analyst Ratings Changes

A number of brokerages recently commented on TSM. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 24th. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Finally, Barclays increased their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Six analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $371.67.

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.