AMF Tjanstepension AB Has $411.18 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

AMF Tjanstepension AB grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.2% in the second quarter, HoldingsChannel reports. The fund owned 1,815,014 shares of the semiconductor company’s stock after buying an additional 225,732 shares during the period. Taiwan Semiconductor Manufacturing accounts for 2.7% of AMF Tjanstepension AB’s portfolio, making the stock its 9th largest position. AMF Tjanstepension AB’s holdings in Taiwan Semiconductor Manufacturing were worth $411,175,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Sava Infond d.o.o. boosted its position in shares of Taiwan Semiconductor Manufacturing by 3.6% in the second quarter. Sava Infond d.o.o. now owns 100,355 shares of the semiconductor company’s stock valued at $22,729,000 after acquiring an additional 3,525 shares during the period. Apexium Financial LP bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $263,000. Peoples Bank OH bought a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $718,000. Pflug Koory LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 3.9% in the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after acquiring an additional 43 shares during the period. Finally, QRG Capital Management Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.8% in the second quarter. QRG Capital Management Inc. now owns 113,957 shares of the semiconductor company’s stock valued at $25,810,000 after acquiring an additional 2,042 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Up 1.5%

TSM opened at $292.42 on Friday. The company’s 50 day moving average is $250.34 and its 200-day moving average is $213.03. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $296.72. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The company has a market cap of $1.52 trillion, a P/E ratio of 33.34, a PEG ratio of 1.37 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. During the same period last year, the company posted $1.48 EPS. The firm’s quarterly revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities 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 business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 29.99%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on TSM. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, September 16th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Saturday, September 27th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Finally, Susquehanna upped their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research report on Monday, July 14th. Four investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $286.67.

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.