Zurich Insurance Group Ltd FI Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Zurich Insurance Group Ltd FI purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 11,800 shares of the semiconductor company’s stock, valued at approximately $1,959,000.

A number of other hedge funds also recently made changes to their positions in TSM. Brighton Jones LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares during the last quarter. Ensign Peak Advisors Inc raised its position in shares of Taiwan Semiconductor Manufacturing by 578.7% during the 4th quarter. Ensign Peak Advisors Inc now owns 27,004 shares of the semiconductor company’s stock worth $5,333,000 after buying an additional 23,025 shares in the last quarter. Focus Partners Wealth raised its position in shares of Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Focus Partners Wealth now owns 78,143 shares of the semiconductor company’s stock worth $15,825,000 after buying an additional 4,676 shares in the last quarter. Morse Asset Management Inc raised its position in shares of Taiwan Semiconductor Manufacturing by 34.2% during the 4th quarter. Morse Asset Management Inc now owns 23,751 shares of the semiconductor company’s stock worth $4,691,000 after buying an additional 6,048 shares in the last quarter. Finally, Meridiem Capital Partners LP bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $27,884,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 1.5%

Taiwan Semiconductor Manufacturing stock opened at $250.84 on Wednesday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The firm has a market cap of $1.30 trillion, a price-to-earnings ratio of 28.60, a price-to-earnings-growth ratio of 1.17 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $254.73. The firm’s 50 day moving average price is $237.09 and its two-hundred day moving average price is $201.56.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.13 by $0.34. The firm had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm’s quarterly revenue was up 44.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders 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 yield of 1.3%. The ex-dividend date is Thursday, December 11th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.16%.

Analyst Upgrades and Downgrades

A number of analysts have commented on TSM shares. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Barclays restated an “overweight” rating and set a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Needham & Company LLC restated a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Finally, Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research report on Monday, July 14th. Four research analysts have rated the stock with a Buy rating, According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $258.33.

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.