Timber Creek Capital Management LLC Lowers Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Timber Creek Capital Management LLC cut its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 58,537 shares of the semiconductor company’s stock after selling 301 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 3.4% of Timber Creek Capital Management LLC’s holdings, making the stock its 7th largest position. Timber Creek Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $13,608,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Powers Advisory Group LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at approximately $240,000. Hudson Edge Investment Partners Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 10.1% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock valued at $53,566,000 after buying an additional 21,648 shares in the last quarter. Quantbot Technologies LP boosted its holdings in Taiwan Semiconductor Manufacturing by 452.2% in the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after buying an additional 38,837 shares during the period. RFG Holdings Inc. increased its stake in Taiwan Semiconductor Manufacturing by 66.1% in the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock worth $883,000 after buying an additional 1,551 shares in the last quarter. Finally, Duquesne Family Office LLC raised its holdings in Taiwan Semiconductor Manufacturing by 456.9% during the first quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock valued at $99,397,000 after acquiring an additional 491,265 shares during the period. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on TSM. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, November 19th. Six research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Up 3.6%

NYSE TSM opened at $284.85 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $311.37. The firm has a market capitalization of $1.48 trillion, a price-to-earnings ratio of 29.22, a PEG ratio of 1.02 and a beta of 1.31. 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 fifty day moving average of $288.31 and a two-hundred day moving average of $247.04.

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

Taiwan Semiconductor Manufacturing Increases Dividend

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

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.