Triodos Investment Management BV Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Triodos Investment Management BV lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 251,853 shares of the semiconductor company’s stock after purchasing an additional 900 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 4.3% of Triodos Investment Management BV’s holdings, making the stock its 4th largest position. Triodos Investment Management BV’s holdings in Taiwan Semiconductor Manufacturing were worth $57,042,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. Alliance Wealth Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 2.4% during the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after acquiring an additional 43 shares during the period. Pflug Koory LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 3.9% during the second quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after acquiring an additional 43 shares during the period. Westmount Partners LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 2.2% during the second quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company’s stock worth $481,000 after acquiring an additional 45 shares during the period. Mirador Capital Partners LP increased its position in shares of Taiwan Semiconductor Manufacturing by 2.6% during the second quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company’s stock worth $404,000 after acquiring an additional 45 shares during the period. Finally, Matisse Capital increased its position in shares of Taiwan Semiconductor Manufacturing by 1.3% during the second quarter. Matisse Capital now owns 3,607 shares of the semiconductor company’s stock worth $817,000 after acquiring an additional 46 shares during the period. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $299.90 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $307.30. The company has a 50 day moving average of $255.00 and a two-hundred day moving average of $216.42. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company has a market cap of $1.56 trillion, a price-to-earnings ratio of 34.20, a price-to-earnings-growth ratio of 1.45 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate 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 business had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same period in the previous year, the firm posted $1.48 earnings per share. The business’s revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, 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 disclosed 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. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 29.99%.

Analyst Upgrades and Downgrades

TSM has been the topic of a number of research reports. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Susquehanna lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a report on Monday, July 14th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday. They set an “outperform” rating on the stock. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $288.33.

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.