Harfst & Associates Inc. Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Harfst & Associates Inc. acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,125 shares of the semiconductor company’s stock, valued at approximately $255,000.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 20.9% during the fourth 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 in the last quarter. Mutual of America Capital Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth $6,344,000. TCTC Holdings LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 4.6% in the 1st quarter. TCTC Holdings LLC now owns 2,065 shares of the semiconductor company’s stock worth $343,000 after acquiring an additional 91 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter worth $242,000. Finally, Geneos Wealth Management Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 77.4% during the first quarter. Geneos Wealth Management Inc. now owns 24,582 shares of the semiconductor company’s stock worth $4,081,000 after purchasing an additional 10,723 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on TSM shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday. Needham & Company LLC restated a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Finally, Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Six analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Up 2.1%

TSM opened at $290.53 on Thursday. The company has a market capitalization of $1.51 trillion, a PE ratio of 29.80, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37. The business has a 50-day moving average of $289.32 and a 200-day moving average of $248.10.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping the consensus estimate of $2.59 by $0.33. The company had revenue of $32.36 billion for 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%. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.3%. 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.