Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Russell Investments Group Ltd.’s 6th Largest Position

Russell Investments Group Ltd. increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,850,155 shares of the semiconductor company’s stock after purchasing an additional 160,117 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 1.4% of Russell Investments Group Ltd.’s portfolio, making the stock its 6th biggest position. Russell Investments Group Ltd. owned about 0.09% of Taiwan Semiconductor Manufacturing worth $1,098,978,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in TSM. New Vernon Capital Holdings II LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 16,500.0% during the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after buying an additional 6,666,660 shares in the last quarter. Goldman Sachs Group Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 55.6% in the first 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. Nuveen LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at $482,676,000. Jennison Associates LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after purchasing an additional 2,537,760 shares during the last quarter. Finally, Alliancebernstein L.P. grew its stake in Taiwan Semiconductor Manufacturing by 31.5% during the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after buying an additional 2,121,758 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

TSM opened at $284.80 on Wednesday. The firm has a market capitalization of $1.48 trillion, a P/E ratio of 29.21, a PEG ratio of 1.02 and a beta of 1.31. The stock has a fifty day moving average of $288.76 and a 200-day moving average of $247.80. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping 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 firm had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. During the same period in the prior year, the business posted $1.94 earnings per share. The business’s quarterly revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

Wall Street Analysts Forecast Growth

TSM has been the topic of a number of research analyst reports. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, November 19th. Needham & Company LLC restated a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Finally, Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Six equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price 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.