DNB Asset Management AS Increases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

DNB Asset Management AS grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 83.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,629,486 shares of the semiconductor company’s stock after purchasing an additional 743,208 shares during the quarter. Taiwan Semiconductor Manufacturing makes up about 1.5% of DNB Asset Management AS’s holdings, making the stock its 11th biggest position. DNB Asset Management AS’s holdings in Taiwan Semiconductor Manufacturing were worth $369,030,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Brighton Jones LLC boosted its stake in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares in the last quarter. Mutual of America Capital Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $6,344,000. PFG Advisors boosted its position in shares of Taiwan Semiconductor Manufacturing by 26.3% in the 1st quarter. PFG Advisors now owns 6,018 shares of the semiconductor company’s stock valued at $999,000 after purchasing an additional 1,255 shares during the period. Advisors Preferred LLC grew its stake in Taiwan Semiconductor Manufacturing by 408.4% during the 1st quarter. Advisors Preferred LLC now owns 1,566 shares of the semiconductor company’s stock worth $264,000 after buying an additional 1,258 shares during the last quarter. Finally, AE Wealth Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 12.0% during the 1st quarter. AE Wealth Management LLC now owns 10,608 shares of the semiconductor company’s stock worth $1,761,000 after buying an additional 1,136 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have weighed in on TSM. Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Finally, Needham & Company LLC restated a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $277.65 on Friday. The stock has a fifty day moving average price of $287.51 and a 200 day moving average price of $244.57. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $311.37. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The company has a market cap of $1.44 trillion, a PE ratio of 28.48, 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 (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 company had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. During the same period in the previous year, the company 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 year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 dividend of $0.9678 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 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.