Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Prudent Man Advisors LLC

Prudent Man Advisors LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,631 shares of the semiconductor company’s stock after buying an additional 102 shares during the period. Prudent Man Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $822,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Goldman Sachs Group Inc. increased its stake 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 valued at $2,872,814,000 after buying an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD increased its stake 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 valued at $2,050,141,000 after buying an additional 1,984,835 shares during the period. WCM Investment Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after buying an additional 324,615 shares during the period. Jennison Associates LLC increased its stake in 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 valued at $1,578,499,000 after buying an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. increased its stake in 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 valued at $1,471,426,000 after buying an additional 2,121,758 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a “buy” rating in a research note on Thursday, October 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 18th. Susquehanna lifted 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 note on Friday, October 10th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Six investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $295.22 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The firm’s 50 day moving average is $267.36 and its 200-day moving average is $227.11. The stock has a market capitalization of $1.53 trillion, a P/E ratio of 30.28, a P/E/G ratio of 0.99 and a beta of 1.28. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $951.89 billion. During the same period last year, the company posted $1.94 earnings per share. The business’s revenue for the quarter was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced 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 is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 26.67%.

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.