Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Advisors Capital Management LLC

Advisors Capital Management LLC lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 231,909 shares of the semiconductor company’s stock after selling 4,464 shares during the period. Advisors Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $52,525,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. 1248 Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $28,000. Vision Financial Markets LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $33,000. First Command Advisory Services Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 101 shares in the last quarter. Finally, Keener Financial Planning LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $39,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $281.82 on Friday. 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 company has a market capitalization of $1.46 trillion, a price-to-earnings ratio of 28.90, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The business has a 50 day simple moving average of $284.61 and a 200-day simple moving average of $240.69.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 26.97%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on TSM. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, November 7th. Finally, Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $371.67.

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.