KCM Investment Advisors LLC Has $2.34 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

KCM Investment Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,320 shares of the semiconductor company’s stock after purchasing an additional 733 shares during the period. KCM Investment Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,337,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. 1248 Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at approximately $28,000. Graybill Wealth Management LTD. bought a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth approximately $33,000. Vision Financial Markets LLC acquired a new position in Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $33,000. Mid American Wealth Advisory Group Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $33,000. Finally, First Command Advisory Services Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 101 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts recently issued reports on TSM shares. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Susquehanna raised their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Finally, Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating 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 stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $286.56 on Friday. The firm’s 50-day moving average is $279.96 and its 200-day moving average is $237.67. The company has a market cap of $1.49 trillion, a price-to-earnings ratio of 29.39, a PEG ratio of 1.02 and a beta of 1.31. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business had revenue of $32.36 billion during the quarter, compared to analysts’ expectations of $951.89 billion. During the same quarter last year, the company earned $1.94 earnings per share. The firm’s revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share 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 issued a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is 26.97%.

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.