Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Boosted by AMI Asset Management Corp

AMI Asset Management Corp increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 219,999 shares of the semiconductor company’s stock after purchasing an additional 2,114 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 2.8% of AMI Asset Management Corp’s investment portfolio, making the stock its 12th largest holding. AMI Asset Management Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $49,827,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of TSM. City Holding Co. increased its stake in Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 119 shares in the last quarter. 1248 Management LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 1st quarter worth about $28,000. Signature Resources Capital Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 138.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 111 shares in the last quarter. Graybill Wealth Management LTD. purchased a new position in Taiwan Semiconductor Manufacturing in the 1st quarter worth about $33,000. Finally, Vision Financial Markets LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research note on Monday, July 14th. Finally, Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a research note on Tuesday, September 16th. Four analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $286.67.

Taiwan Semiconductor Manufacturing Trading Up 3.4%

Shares of NYSE TSM opened at $288.75 on Thursday. The stock has a market cap of $1.50 trillion, a price-to-earnings ratio of 32.92, a PEG ratio of 1.33 and a beta of 1.28. The business has a 50 day simple moving average of $248.47 and a 200 day simple moving average of $211.44. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $290.48. 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 (NYSE:TSM) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.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 EPS. 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 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. 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 positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 29.42%.

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.