Aberdeen Group plc Purchases 52,436 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Aberdeen Group plc grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.7% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 434,914 shares of the semiconductor company’s stock after purchasing an additional 52,436 shares during the quarter. Aberdeen Group plc’s holdings in Taiwan Semiconductor Manufacturing were worth $98,926,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 55.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after purchasing an additional 6,180,445 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in 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 during the last quarter. WCM Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 0.6% during the 1st quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company’s stock worth $1,608,551,000 after buying an additional 59,079 shares during the period. Jennison Associates LLC grew its position in shares of 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 worth $1,578,499,000 after buying an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. grew its position in shares of 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 period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $281.08 on Friday. The company has a fifty day simple moving average of $255.91 and a 200 day simple moving average of $217.11. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $307.30. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The company has a market cap of $1.46 trillion, a P/E ratio of 32.05, a PEG ratio of 1.43 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The business had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter last year, the firm posted $1.48 EPS. Taiwan Semiconductor Manufacturing’s revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is presently 29.65%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on TSM. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an “overweight” rating in a research report on Thursday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday. Susquehanna raised their price objective 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. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Finally, Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday. They issued an “outperform” rating for the company. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Moderate Buy” and an average target price of $333.33.

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.