Argonautica Private Wealth Management Inc. decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,882 shares of the semiconductor company’s stock after selling 58 shares during the quarter. Argonautica Private Wealth Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,559,000 at the end of the most recent quarter.
Several other hedge funds have also recently bought and sold shares of TSM. Goldman Sachs Group Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 55.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock valued at $2,872,814,000 after purchasing an additional 6,180,445 shares in the last quarter. Price T Rowe Associates Inc. MD increased its position in shares of Taiwan Semiconductor Manufacturing by 19.1% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company’s stock worth $2,050,141,000 after purchasing an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock worth $2,299,108,000 after purchasing an additional 324,615 shares in the last quarter. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 36.8% during the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after purchasing an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its position in Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock valued at $1,471,426,000 after buying an additional 2,121,758 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several analysts have recently weighed in on the stock. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 8th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Finally, Barclays increased their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $371.67.
Taiwan Semiconductor Manufacturing Stock Performance
Shares of Taiwan Semiconductor Manufacturing stock opened at $294.53 on Wednesday. The firm has a fifty day moving average of $264.29 and a two-hundred day moving average of $224.00. 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 stock has a market capitalization of $1.53 trillion, a price-to-earnings ratio of 30.21, a PEG ratio of 1.00 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $311.37.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last issued its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company’s revenue was up 40.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.
Taiwan Semiconductor Manufacturing Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a $0.8348 dividend. This represents a $3.34 annualized dividend and a yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.
About Taiwan Semiconductor Manufacturing
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.
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