Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Highland Capital Management LLC

Highland Capital Management LLC decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.6% during the 2nd quarter, HoldingsChannel reports. The fund owned 14,099 shares of the semiconductor company’s stock after selling 375 shares during the quarter. Highland Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,193,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Goldman Sachs Group Inc. boosted its position in shares of 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 acquiring an additional 6,180,445 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in Taiwan Semiconductor Manufacturing by 19.1% in the first 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 last quarter. WCM Investment Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 0.6% in the first quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company’s stock valued at $1,608,551,000 after buying an additional 59,079 shares during the last quarter. Jennison Associates LLC lifted its position in Taiwan Semiconductor Manufacturing by 36.8% in 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 buying an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 31.5% in 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 buying an additional 2,121,758 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

Shares of TSM opened at $292.42 on Friday. The stock has a market capitalization of $1.52 trillion, a PE ratio of 33.34, a P/E/G ratio of 1.39 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $296.72. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The company’s 50-day simple moving average is $250.34 and its 200-day simple moving average is $213.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion for the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The business’s quarterly revenue was up 44.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. 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 company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. 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 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 29.42%.

Analysts Set New Price Targets

A number of research analysts have commented on TSM shares. Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, September 16th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Saturday, September 27th. Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research report on Monday, July 14th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Four equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $286.67.

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.