Guyasuta Investment Advisors Inc. Acquires 81,957 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Guyasuta Investment Advisors Inc. boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,664.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 86,880 shares of the semiconductor company’s stock after purchasing an additional 81,957 shares during the period. Taiwan Semiconductor Manufacturing comprises about 1.2% of Guyasuta Investment Advisors Inc.’s portfolio, making the stock its 25th largest holding. Guyasuta Investment Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $19,677,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. Westmount Partners LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 2nd quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company’s stock valued at $481,000 after buying an additional 45 shares in the last quarter. Mirador Capital Partners LP raised its position in shares of Taiwan Semiconductor Manufacturing by 2.6% in the 2nd quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company’s stock valued at $404,000 after buying an additional 45 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. raised its position in shares of Taiwan Semiconductor Manufacturing by 3.3% in the 2nd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,611 shares of the semiconductor company’s stock valued at $365,000 after buying an additional 52 shares in the last quarter. Michael S. Ryan Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 1.7% in the 2nd quarter. Michael S. Ryan Inc. now owns 3,239 shares of the semiconductor company’s stock valued at $734,000 after buying an additional 53 shares in the last quarter. Finally, Brown Shipley& Co Ltd raised its position in shares of Taiwan Semiconductor Manufacturing by 1.4% in the 1st quarter. Brown Shipley& Co Ltd now owns 3,926 shares of the semiconductor company’s stock valued at $652,000 after buying an additional 55 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 1.2%

NYSE:TSM opened at $273.41 on Friday. The firm’s fifty day moving average is $245.90 and its 200-day moving average is $209.46. 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 Company Ltd. has a 52 week low of $134.25 and a 52 week high of $286.00. The firm has a market cap of $1.42 trillion, a P/E ratio of 31.18, a P/E/G ratio of 1.30 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating 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 company had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. During the same period in the prior year, the firm posted $1.48 EPS. The company’s quarterly revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share 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. Investors of record on Thursday, December 11th will be given a dividend of $0.8348 per share. 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. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 29.99%.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on TSM. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a report on Monday, July 14th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday, September 16th. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Four analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $286.67.

Taiwan Semiconductor Manufacturing Company 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.