Fountainhead AM LLC Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fountainhead AM LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 17.4% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,340 shares of the semiconductor company’s stock after purchasing an additional 496 shares during the period. Fountainhead AM LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $757,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in TSM. Mid American Wealth Advisory Group Inc. purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at approximately $33,000. First Command Advisory Services Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 174.1% during the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 101 shares in the last quarter. 1248 Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at approximately $28,000. Graybill Wealth Management LTD. purchased a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at $33,000. Finally, Vision Financial Markets LLC bought a new stake in Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. 16.51% of the stock is owned by institutional investors.

Analyst Ratings Changes

TSM has been the subject of several research reports. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Needham & Company LLC reissued a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. 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. Finally, Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Down 0.9%

Shares of NYSE:TSM opened at $286.56 on Monday. The firm has a market capitalization of $1.49 trillion, a PE ratio of 29.39, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The business has a 50 day simple moving average of $279.96 and a two-hundred day simple moving average of $238.24. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $951.89 billion. During the same period last year, the company earned $1.94 EPS. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced 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 is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 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.