J.Safra Asset Management Corp Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

J.Safra Asset Management Corp raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.3% in the second quarter, Holdings Channel reports. The institutional investor owned 6,006 shares of the semiconductor company’s stock after buying an additional 1,468 shares during the quarter. J.Safra Asset Management Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $1,373,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. New Vernon Capital Holdings II LLC raised its stake in shares of 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 worth $1,113,373,000 after purchasing an additional 6,666,660 shares during the last quarter. Goldman Sachs Group Inc. raised its stake in shares of 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 worth $2,872,814,000 after purchasing an additional 6,180,445 shares during the last quarter. Nuveen LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the first quarter valued at $482,676,000. Jennison Associates LLC increased its position in Taiwan Semiconductor Manufacturing by 36.8% during 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 acquiring an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. increased its position in Taiwan Semiconductor Manufacturing by 31.5% during 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 acquiring an additional 2,121,758 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $303.14 on Tuesday. 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 capitalization of $1.57 trillion, a P/E ratio of 34.57, a P/E/G ratio of 1.34 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $307.30. The business’s 50-day moving average is $257.20 and its 200 day moving average is $218.72.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. 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. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 29.65%.

Analyst Upgrades and Downgrades

A number of analysts recently commented on TSM shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 8th. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $333.33.

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.