Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Dupont Capital Management Corp

Dupont Capital Management Corp grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 89,303 shares of the semiconductor company’s stock after buying an additional 9,247 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 2.2% of Dupont Capital Management Corp’s holdings, making the stock its 11th biggest position. Dupont Capital Management Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $20,226,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Lionsbridge Wealth Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $749,000. Greenup Street Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.3% during the 2nd quarter. Greenup Street Wealth Management LLC now owns 25,595 shares of the semiconductor company’s stock worth $5,797,000 after buying an additional 77 shares in the last quarter. Whittier Trust Co. of Nevada Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 14.3% during the 2nd quarter. Whittier Trust Co. of Nevada Inc. now owns 37,582 shares of the semiconductor company’s stock worth $8,512,000 after buying an additional 4,713 shares in the last quarter. Whittier Trust Co. raised its position in shares of Taiwan Semiconductor Manufacturing by 5.0% during the 2nd quarter. Whittier Trust Co. now owns 53,123 shares of the semiconductor company’s stock worth $12,032,000 after buying an additional 2,527 shares in the last quarter. Finally, Liberty One Investment Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 4.3% during the 2nd quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock worth $244,000 after buying an additional 44 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have commented on TSM shares. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Barclays boosted 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 report on Friday. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 8th. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $297.92 on Tuesday. The firm’s 50 day simple moving average is $263.28 and its 200-day simple moving average is $223.51. The company has a market cap of $1.55 trillion, a P/E ratio of 30.56, a price-to-earnings-growth ratio of 1.02 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 Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same period last year, the firm posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be given a $0.8348 dividend. This represents a $3.34 annualized dividend and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s 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.