Clarendon Private LLC Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Clarendon Private LLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 84.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,745 shares of the semiconductor company’s stock after buying an additional 1,260 shares during the period. Clarendon Private LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $622,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. 1248 Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $28,000. Signature Resources Capital Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 138.8% in the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 111 shares during the last quarter. Graybill Wealth Management LTD. purchased a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. Vision Financial Markets LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. Finally, Keener Financial Planning LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $39,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 6.3%

Shares of TSM stock opened at $281.08 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The company has a market cap of $1.46 trillion, a price-to-earnings ratio of 32.05, a PEG ratio of 1.34 and a beta of 1.28. The stock has a 50 day simple moving average of $255.91 and a 200-day simple moving average of $217.42. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $307.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The business’s quarterly revenue was up 44.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm 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 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 a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 29.65%.

Analyst Ratings Changes

A number of brokerages recently commented on TSM. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday. They issued an “outperform” rating on the stock. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. 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 report on Friday. Needham & Company LLC restated a “buy” rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Finally, Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an “overweight” rating in a research report on Thursday. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Moderate Buy” and a consensus target price of $333.33.

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.