First Dallas Securities Inc. Sells 511 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First Dallas Securities Inc. reduced its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,695 shares of the semiconductor company’s stock after selling 511 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 1.0% of First Dallas Securities Inc.’s investment portfolio, making the stock its 28th biggest position. First Dallas Securities Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $2,649,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in TSM. Alliance Wealth Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after buying an additional 43 shares in the last quarter. Pflug Koory LLC grew its position in Taiwan Semiconductor Manufacturing by 3.9% in the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after acquiring an additional 43 shares during the last quarter. Frazier Financial Advisors LLC raised its stake in Taiwan Semiconductor Manufacturing by 9.1% during the second quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock worth $117,000 after acquiring an additional 43 shares in the last quarter. Flagship Harbor Advisors LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.2% during the second quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock worth $820,000 after acquiring an additional 43 shares in the last quarter. Finally, Liberty One Investment Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 4.3% in the second quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock worth $244,000 after acquiring an additional 44 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 0.9%

Shares of NYSE TSM opened at $286.56 on Monday. The firm has a 50 day moving average price of $279.96 and a two-hundred day moving average price of $238.24. The stock has a market cap of $1.49 trillion, a P/E ratio of 29.39, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.33. The company had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities 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 declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on TSM. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday. Susquehanna raised their target price 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, October 10th. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Finally, Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Moderate Buy” and an average target price 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.