Frazier Financial Advisors LLC Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Frazier Financial Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 517 shares of the semiconductor company’s stock after purchasing an additional 43 shares during the period. Frazier Financial Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $117,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. New Vernon Capital Holdings II LLC grew its position in Taiwan Semiconductor Manufacturing by 16,500.0% in the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after acquiring an additional 6,666,660 shares in the last quarter. Goldman Sachs Group Inc. grew its position in Taiwan Semiconductor Manufacturing by 55.6% in the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after acquiring an additional 6,180,445 shares in the last quarter. Nuveen LLC bought a new stake in Taiwan Semiconductor Manufacturing in the first quarter worth $482,676,000. Jennison Associates LLC boosted its position in Taiwan Semiconductor Manufacturing by 36.8% during the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after buying an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. boosted its position in Taiwan Semiconductor Manufacturing by 31.5% during the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock valued at $1,471,426,000 after buying an additional 2,121,758 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $303.14 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $307.30. The company has a 50 day simple moving average of $257.20 and a two-hundred day simple moving average of $218.72. The company has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 34.57, a P/E/G ratio of 1.34 and a beta of 1.28. 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 announced its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share 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 business had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter last year, the firm earned $1.48 earnings per share. The business’s revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. The ex-dividend date 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 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 29.65%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 8th. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating for the company. Needham & Company LLC reissued a “buy” rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Finally, Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $333.33.

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.