Claro Advisors LLC Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Claro Advisors LLC lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 55.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,934 shares of the semiconductor company’s stock after selling 2,412 shares during the quarter. Claro Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $438,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of TSM. New Vernon Capital Holdings II LLC increased its holdings in Taiwan Semiconductor Manufacturing by 16,500.0% in the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock valued at $1,113,373,000 after buying an additional 6,666,660 shares during the last quarter. Goldman Sachs Group Inc. increased 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 buying an additional 6,180,445 shares during the last quarter. Nuveen LLC purchased a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at $482,676,000. Jennison Associates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 36.8% in the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after buying an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. increased its holdings in Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock valued at $1,471,426,000 after buying an additional 2,121,758 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on TSM. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 24th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Six research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company has an average rating of “Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $293.96 on Thursday. 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 Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37. The business’s 50-day moving average price is $277.84 and its 200 day moving average price is $235.74. The firm has a market cap of $1.52 trillion, a P/E ratio of 30.15, a P/E/G ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same quarter in the previous year, the company earned $1.94 EPS. The firm’s revenue for the quarter was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm 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 $0.8348 dividend. 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 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend 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.