Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Optimum Investment Advisors

Optimum Investment Advisors increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,869 shares of the semiconductor company’s stock after acquiring an additional 313 shares during the period. Optimum Investment Advisors’ holdings in Taiwan Semiconductor Manufacturing were worth $650,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of TSM. New Vernon Capital Holdings II LLC grew its holdings in Taiwan Semiconductor Manufacturing by 16,500.0% during 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 acquiring an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 55.6% during 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 acquiring an additional 6,180,445 shares during the period. Nuveen LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 1st quarter worth about $482,676,000. Jennison Associates LLC increased its stake in Taiwan Semiconductor Manufacturing by 36.8% in the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock worth $1,578,499,000 after purchasing an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. increased its stake in Taiwan Semiconductor Manufacturing by 31.5% in the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after purchasing an additional 2,121,758 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

Shares of Taiwan Semiconductor Manufacturing stock opened at $295.22 on Friday. The firm has a market cap of $1.53 trillion, a price-to-earnings 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 Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37. The stock has a 50-day simple moving average of $267.36 and a 200-day simple moving average of $227.11.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results 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. The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm’s revenue was up 40.1% on a year-over-year basis. During the same period in the previous year, the company earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities research analysts expect 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 announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a $0.8348 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 26.67%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on TSM shares. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Needham & Company LLC lifted their price target on 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 Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research note on Saturday, October 18th. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average 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.