2025年,在高收入和股息大幅上涨的情况下,SCS资本在Q2 2025年提高了其TSM股份的284%。 SCS Capital boosted its TSM stake 284% in Q2 2025 amid strong earnings and a dividend hike.

2025年,SCS资本管理公司在台湾半导体制造公司(TSM)的股权增加了284.1%,持有57 939股,价值1 320万美元。 SCS Capital Management increased its stake in Taiwan Semiconductor Manufacturing Company (TSM) by 284.1% in Q2 2025, holding 57,939 shares valued at $13.2 million. 布朗咨询公司还提升了其43.2%的地位,现在拥有665万股,价值15.1亿美元。 Brown Advisory also boosted its position by 43.2%, now owning 6.65 million shares worth $1.51 billion. Mirabella金融服务公司出售了224 959股股票,将其股份减少到7 791股。 Mirabella Financial Services sold 224,959 shares, reducing its stake to 7,791 shares. TSM报告说,2025年10月16日,Q2收入强劲,有2.92 EPS和323.6亿美元的收入,逐年增长40.1%。 TSM reported strong Q2 earnings on October 16, 2025, with $2.92 EPS and $32.36 billion in revenue, a 40.1% year-over-year increase. 该公司将其季度红利提高16.5%至0.9678美元,导致年化支付额为3.87美元,收益率为1.3%。 The company raised its quarterly dividend by 16.5% to $0.9678, resulting in an annualized payout of $3.87 and a 1.3% yield. 多家公司保持“Buy”评级,协商一致目标价格为371.67美元。 Multiple firms maintain a "Buy" rating, with a consensus target price of $371.67.