Canvas Wealth Advisors LLC Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Canvas Wealth Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,661 shares of the semiconductor company’s stock after purchasing an additional 219 shares during the period. Canvas Wealth Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $889,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Alliance Wealth Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after acquiring an additional 43 shares during the last quarter. Pflug Koory LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after acquiring an additional 43 shares during the last quarter. Frazier Financial Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 9.1% during the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock worth $117,000 after acquiring an additional 43 shares during the last quarter. Westmount Partners LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 2nd quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company’s stock worth $481,000 after acquiring an additional 45 shares during the last quarter. Finally, Mirador Capital Partners LP lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.6% during the 2nd quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company’s stock worth $404,000 after acquiring an additional 45 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 8th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Moderate Buy” and an average target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $295.37 on Monday. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $1.53 trillion, a PE ratio of 30.29, a P/E/G ratio of 1.02 and a beta of 1.28. The firm has a fifty day simple moving average of $262.16 and a two-hundred day simple moving average of $222.45. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders 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 dividend yield of 1.1%. 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 currently 26.67%.

About Taiwan Semiconductor Manufacturing

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.