Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Franklin Resources Inc.

Franklin Resources Inc. trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,359,821 shares of the semiconductor company’s stock after selling 28,707 shares during the period. Franklin Resources Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,666,926,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Mutual of America Capital Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at approximately $6,344,000. PFG Advisors raised its position in shares of Taiwan Semiconductor Manufacturing by 26.3% in the 1st quarter. PFG Advisors now owns 6,018 shares of the semiconductor company’s stock valued at $999,000 after purchasing an additional 1,255 shares in the last quarter. Advisors Preferred LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 408.4% during the first quarter. Advisors Preferred LLC now owns 1,566 shares of the semiconductor company’s stock worth $264,000 after buying an additional 1,258 shares in the last quarter. Finally, AE Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 12.0% during the first quarter. AE Wealth Management LLC now owns 10,608 shares of the semiconductor company’s stock worth $1,761,000 after buying an additional 1,136 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock opened at $277.65 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37. The stock has a market capitalization of $1.44 trillion, a price-to-earnings ratio of 28.48, a PEG ratio of 1.02 and a beta of 1.31. 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’s fifty day moving average is $287.51 and its two-hundred day moving average is $244.57.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company’s revenue for the quarter was up 40.1% compared to the same quarter last year. During the same quarter last year, the company earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, 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 declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on TSM shares. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Needham & Company LLC restated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Six research 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 $371.67.

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.