Thompson Davis & CO. Inc. Buys New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Thompson Davis & CO. Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,104 shares of the semiconductor company’s stock, valued at approximately $250,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Alliance Wealth Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing by 2.4% in the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after acquiring an additional 43 shares during the period. Pflug Koory LLC grew its position in Taiwan Semiconductor Manufacturing by 3.9% in the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after purchasing an additional 43 shares during the period. Frazier Financial Advisors LLC grew its position in Taiwan Semiconductor Manufacturing by 9.1% in the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock valued at $117,000 after purchasing an additional 43 shares during the period. Flagship Harbor Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing by 1.2% during the 2nd quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock valued at $820,000 after purchasing an additional 43 shares in the last quarter. Finally, Liberty One Investment Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 4.3% during the second quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock worth $244,000 after buying an additional 44 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Shares of Taiwan Semiconductor Manufacturing stock opened at $281.82 on Friday. The firm has a market cap of $1.46 trillion, a PE ratio of 28.90, a P/E/G ratio of 1.02 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37. 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 stock has a fifty day moving average price of $284.61 and a 200-day moving average price of $240.69.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results 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. The company had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. 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 business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

Analyst Ratings Changes

Several research firms have recently commented on TSM. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, November 7th. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Needham & Company LLC reiterated a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Finally, Barclays upped their target price 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. Five equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. 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.

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.