Roundview Capital LLC Acquires 923 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Roundview Capital LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.2% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 75,170 shares of the semiconductor company’s stock after buying an additional 923 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 1.1% of Roundview Capital LLC’s holdings, making the stock its 19th largest holding. Roundview Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $17,025,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Alliance Wealth Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after purchasing an additional 43 shares during the period. Pflug Koory LLC lifted its stake in shares of 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. Westmount Partners LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 2nd quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company’s stock valued at $481,000 after purchasing an additional 45 shares during the period. Mirador Capital Partners LP lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.6% in the 2nd quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company’s stock valued at $404,000 after purchasing an additional 45 shares during the period. Finally, Genesis Private Wealth LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.3% in the 2nd quarter. Genesis Private Wealth LLC now owns 2,168 shares of the semiconductor company’s stock valued at $491,000 after purchasing an additional 48 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on TSM shares. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research note on Monday, July 14th. Needham & Company LLC reissued a “buy” rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Saturday, September 27th. Finally, Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 16th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $302.36 on Tuesday. The stock’s fifty day simple moving average is $251.53 and its 200 day simple moving average is $214.43. The company has a market capitalization of $1.57 trillion, a PE ratio of 34.48, a PEG ratio of 1.39 and a beta of 1.28. The company has a current ratio of 2.37, a quick ratio of 2.15 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 $307.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. The firm had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company’s revenue was up 44.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 29.99%.

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.