Mitchell Sinkler & Starr PA Buys New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mitchell Sinkler & Starr PA bought a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, Holdings Channel.com reports. The firm bought 1,454 shares of the semiconductor company’s stock, valued at approximately $329,000.

Other hedge funds have also bought and sold shares of the company. New Vernon Capital Holdings II LLC raised its holdings in Taiwan Semiconductor Manufacturing by 16,500.0% in the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock valued at $1,113,373,000 after acquiring an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 55.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock valued at $2,872,814,000 after acquiring an additional 6,180,445 shares during the period. Nuveen LLC bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $482,676,000. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 36.8% in the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after acquiring an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 31.5% in the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock valued at $1,471,426,000 after acquiring an additional 2,121,758 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have weighed in on TSM shares. Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an “overweight” rating in a report on Thursday. Needham & Company LLC reissued a “buy” rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday. Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday. They issued an “outperform” rating on the stock. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $333.33.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $281.08 on Friday. The stock’s fifty day moving average price is $255.91 and its two-hundred day moving average price is $217.42. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $307.30. 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 firm has a market cap of $1.46 trillion, a PE ratio of 32.05, a price-to-earnings-growth ratio of 1.34 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. The firm had revenue of $30.07 billion for the quarter, compared to analyst estimates 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 last year, the company earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, research analysts expect 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 disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 29.65%.

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.