Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by iA Global Asset Management Inc.

iA Global Asset Management Inc. increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 499.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 424,911 shares of the semiconductor company’s stock after buying an additional 354,083 shares during the period. Taiwan Semiconductor Manufacturing accounts for 1.4% of iA Global Asset Management Inc.’s holdings, making the stock its 14th biggest position. iA Global Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $96,238,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. 1248 Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth $28,000. Graybill Wealth Management LTD. purchased a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth $33,000. Vision Financial Markets LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth $33,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. Finally, First Command Advisory Services Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after buying an additional 101 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $300.49 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The stock has a market cap of $1.56 trillion, a P/E ratio of 30.82, a PEG ratio of 1.02 and a beta of 1.28. The company has a 50-day moving average price of $274.26 and a 200 day moving average price of $232.69. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results 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 net margin of 43.72% and a return on equity of 36.06%. The business had revenue of $32.36 billion during the quarter, compared to analysts’ expectations of $951.89 billion. During the same period last year, the business earned $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. Sell-side analysts anticipate 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. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date of this dividend 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 payout ratio is 26.97%.

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 24th. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday. Finally, Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Six equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $371.67.

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.