Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Lessened by Groupama Asset Managment

Groupama Asset Managment cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 15.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 95,825 shares of the semiconductor company’s stock after selling 17,481 shares during the period. Groupama Asset Managment’s holdings in Taiwan Semiconductor Manufacturing were worth $21,903,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Mutual of America Capital Management LLC bought a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth $6,344,000. Eastern Bank increased its position in Taiwan Semiconductor Manufacturing by 19.4% in the first quarter. Eastern Bank now owns 4,268 shares of the semiconductor company’s stock worth $708,000 after buying an additional 694 shares during the period. Arkadios Wealth Advisors lifted its stake in Taiwan Semiconductor Manufacturing by 195.7% in the first quarter. Arkadios Wealth Advisors now owns 32,294 shares of the semiconductor company’s stock valued at $5,361,000 after buying an additional 21,371 shares during the last quarter. Finally, Mesirow Financial Investment Management Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 4.4% during the first quarter. Mesirow Financial Investment Management Inc. now owns 16,406 shares of the semiconductor company’s stock valued at $2,724,000 after acquiring an additional 685 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 2.1%

TSM opened at $290.53 on Friday. 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 company has a market capitalization of $1.51 trillion, a PE ratio of 29.80, a P/E/G ratio of 1.02 and a beta of 1.31. The stock’s fifty day moving average is $289.76 and its 200-day moving average is $248.39. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion during 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 quarterly revenue was up 40.1% on a year-over-year basis. During the same quarter last year, the business posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts predict 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 disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.3%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 26.97%.

Wall Street Analyst Weigh In

Several analysts recently weighed in on TSM shares. Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Finally, Needham & Company LLC reiterated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus 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.