Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Summitry LLC

Summitry LLC lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.6% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 608,076 shares of the semiconductor company’s stock after selling 3,380 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 6.2% of Summitry LLC’s portfolio, making the stock its largest holding. Summitry LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $137,723,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the company. 1248 Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $28,000. Vision Financial Markets LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $33,000. First Command Advisory Services Inc. raised its position in Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 101 shares during the period. Finally, Keener Financial Planning LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $39,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 0.9%

TSM stock opened at $284.79 on Friday. The stock has a market capitalization of $1.48 trillion, a price-to-earnings ratio of 29.21, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The company has a 50-day moving average of $285.44 and a two-hundred day moving average of $242.07. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping analysts’ consensus estimates 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 company had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. During the same period in the previous year, the company earned $1.94 earnings per share. The company’s quarterly revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.4%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

Analysts Set New Price Targets

A number of research firms have weighed in on TSM. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Needham & Company LLC restated a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Finally, Barclays raised 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. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $371.67.

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.