SLT Holdings LLC Increases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

SLT Holdings LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.9% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,249 shares of the semiconductor company’s stock after buying an additional 106 shares during the quarter. SLT Holdings LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $509,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of TSM. Brighton Jones LLC grew its stake 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 valued at $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Wealthcare Advisory Partners LLC grew its stake in Taiwan Semiconductor Manufacturing by 26.1% during the 1st quarter. Wealthcare Advisory Partners LLC now owns 6,977 shares of the semiconductor company’s stock valued at $1,158,000 after purchasing an additional 1,446 shares in the last quarter. GAMMA Investing LLC grew its stake in Taiwan Semiconductor Manufacturing by 7.0% during the 1st quarter. GAMMA Investing LLC now owns 9,103 shares of the semiconductor company’s stock valued at $1,511,000 after purchasing an additional 594 shares in the last quarter. Focus Financial Network Inc. grew its stake in Taiwan Semiconductor Manufacturing by 19.3% during the 1st quarter. Focus Financial Network Inc. now owns 5,026 shares of the semiconductor company’s stock valued at $834,000 after purchasing an additional 812 shares in the last quarter. Finally, Simon Quick Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing by 19.3% during the 1st quarter. Simon Quick Advisors LLC now owns 7,852 shares of the semiconductor company’s stock valued at $1,303,000 after purchasing an additional 1,271 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 6.3%

Shares of NYSE TSM opened at $281.08 on Friday. The company has a market cap of $1.46 trillion, a price-to-earnings ratio of 32.05, a price-to-earnings-growth ratio of 1.43 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 $307.30. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The stock’s 50 day simple moving average is $255.91 and its 200 day simple moving average is $217.11.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The business’s revenue was up 44.4% on a year-over-year basis. During the same quarter last year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders 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 yield of 1.2%. 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 (DPR) is presently 29.65%.

Analyst Ratings Changes

TSM has been the subject of a number of recent analyst reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Needham & Company LLC reiterated a “buy” rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an “overweight” rating in a research report on Thursday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday. Finally, Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday. They issued an “outperform” rating for the company. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Moderate Buy” and an average target price of $333.33.

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.