Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Lifted by KCM Investment Advisors LLC

KCM Investment Advisors LLC grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.6% in the second quarter, according to its most recent filing with the SEC. The fund owned 10,320 shares of the semiconductor company’s stock after acquiring an additional 733 shares during the period. KCM Investment Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,337,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of TSM. Brighton Jones LLC raised its holdings in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the period. Nisa Investment Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 9.4% in the first quarter. Nisa Investment Advisors LLC now owns 2,317 shares of the semiconductor company’s stock worth $386,000 after buying an additional 200 shares during the period. Allworth Financial LP increased its position in shares of Taiwan Semiconductor Manufacturing by 1.5% in the first quarter. Allworth Financial LP now owns 30,911 shares of the semiconductor company’s stock worth $5,075,000 after acquiring an additional 451 shares in the last quarter. Alps Advisors Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 37.1% during the first quarter. Alps Advisors Inc. now owns 5,964 shares of the semiconductor company’s stock valued at $990,000 after acquiring an additional 1,613 shares during the period. Finally, Xponance Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 47.7% during the first quarter. Xponance Inc. now owns 8,539 shares of the semiconductor company’s stock valued at $1,417,000 after acquiring an additional 2,758 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of recent analyst reports. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Needham & Company LLC restated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Susquehanna raised 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. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Finally, Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Trading Down 0.9%

Taiwan Semiconductor Manufacturing stock opened at $286.56 on Friday. The company’s fifty day simple moving average is $279.96 and its 200-day simple moving average is $237.67. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37. The stock has a market cap of $1.49 trillion, a P/E ratio of 29.39, a P/E/G ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.33. The business 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%.Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same period last year, the company earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts forecast 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 represents a $3.34 annualized dividend and a dividend yield of 1.2%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 26.97%.

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.