John G Ullman & Associates Inc. Sells 442 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

John G Ullman & Associates Inc. lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.3% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 138,692 shares of the semiconductor company’s stock after selling 442 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 4.7% of John G Ullman & Associates Inc.’s portfolio, making the stock its 2nd largest position. John G Ullman & Associates Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $31,412,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. 1248 Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $28,000. Graybill Wealth Management LTD. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $33,000. Vision Financial Markets LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $33,000. Keener Financial Planning LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $39,000. Finally, Hemington Wealth Management raised its position in shares of Taiwan Semiconductor Manufacturing by 78.2% during the 1st quarter. Hemington Wealth Management now owns 253 shares of the semiconductor company’s stock worth $41,000 after purchasing an additional 111 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $295.37 on Friday. The business has a 50 day simple moving average of $262.16 and a 200 day simple moving average of $222.00. 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 firm has a market capitalization of $1.53 trillion, a price-to-earnings ratio of 30.29, a price-to-earnings-growth ratio of 1.41 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month 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 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.59 by $0.33. The firm had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm’s quarterly revenue was up 40.1% on a year-over-year basis. During the same period last year, the company posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, 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, January 8th. Shareholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 26.97%.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on TSM. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 8th. Finally, Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Moderate Buy” and a consensus target price of $371.67.

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.