University of Illinois Foundation Has $15.10 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

University of Illinois Foundation grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 45.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 66,505 shares of the semiconductor company’s stock after purchasing an additional 20,635 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 6.0% of University of Illinois Foundation’s portfolio, making the stock its 3rd largest position. University of Illinois Foundation’s holdings in Taiwan Semiconductor Manufacturing were worth $15,102,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of TSM. Legal & General Group Plc boosted its position in Taiwan Semiconductor Manufacturing by 6.1% during the second quarter. Legal & General Group Plc now owns 1,542,287 shares of the semiconductor company’s stock valued at $349,189,000 after acquiring an additional 87,994 shares during the last quarter. DNB Asset Management AS raised its position in shares of Taiwan Semiconductor Manufacturing by 83.9% in the 2nd quarter. DNB Asset Management AS now owns 1,629,486 shares of the semiconductor company’s stock worth $369,030,000 after acquiring an additional 743,208 shares in the last quarter. Marsico Capital Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 7.8% in the 2nd quarter. Marsico Capital Management LLC now owns 776,451 shares of the semiconductor company’s stock valued at $175,858,000 after purchasing an additional 56,184 shares during the period. ABN AMRO Bank N.V. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $29,713,000. Finally, Handelsbanken Fonder AB grew its stake in Taiwan Semiconductor Manufacturing by 29.1% during the second quarter. Handelsbanken Fonder AB now owns 562,000 shares of the semiconductor company’s stock worth $127,287,000 after purchasing an additional 126,720 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Needham & Company LLC reiterated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $277.65 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The stock’s 50 day moving average is $287.51 and its 200-day moving average is $244.57. 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 firm 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. During the same quarter last year, the firm posted $1.94 EPS. Taiwan Semiconductor Manufacturing’s revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This is a boost 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 payout ratio is presently 26.97%.

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.