Cabot Wealth Management Inc. Has $25.17 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Cabot Wealth Management Inc. lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 111,138 shares of the semiconductor company’s stock after selling 1,049 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 3.0% of Cabot Wealth Management Inc.’s investment portfolio, making the stock its 6th largest position. Cabot Wealth Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $25,172,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. 1248 Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $28,000. Graybill Wealth Management LTD. bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Vision Financial Markets LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Mid American Wealth Advisory Group Inc. bought a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $33,000. Finally, Keener Financial Planning LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $39,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $295.22 on Friday. 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 fifty-two week low of $134.25 and a fifty-two week high of $311.37. The stock has a 50 day moving average price of $267.36 and a two-hundred day moving average price of $227.11. The company has a market capitalization of $1.53 trillion, a P/E ratio of 30.28, a PEG ratio of 0.99 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. During the same quarter in the previous year, the company posted $1.94 earnings per share. The business’s revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. 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 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 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 26.67%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the company. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Finally, Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating for the company. Six equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock presently has a consensus rating of “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.