Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Reduced by NBT Bank N A NY

NBT Bank N A NY lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 24.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,453 shares of the semiconductor company’s stock after selling 776 shares during the quarter. NBT Bank N A NY’s holdings in Taiwan Semiconductor Manufacturing were worth $556,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of TSM. New Vernon Capital Holdings II LLC grew its stake in Taiwan Semiconductor Manufacturing by 16,500.0% in the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock valued at $1,113,373,000 after purchasing an additional 6,666,660 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in Taiwan Semiconductor Manufacturing by 55.6% in the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock valued at $2,872,814,000 after purchasing an additional 6,180,445 shares in the last quarter. Nuveen LLC purchased a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at about $482,676,000. Jennison Associates LLC grew its stake 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 purchasing an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. grew its stake 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 purchasing an additional 2,121,758 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $304.66 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $307.30. 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 stock has a market capitalization of $1.58 trillion, a PE ratio of 34.74, a P/E/G ratio of 1.40 and a beta of 1.28. The stock has a 50-day simple moving average of $253.83 and a 200 day simple moving average of $215.61.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The business had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. During the same quarter in the previous year, the firm earned $1.48 EPS. The firm’s revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared 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. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 29.65%.

Analyst Upgrades and Downgrades

TSM has been the subject of several recent analyst reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Susquehanna upped their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday. They set an “outperform” rating for the company. Needham & Company LLC reiterated a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Finally, Barclays upped their price target on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 16th. Five equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Moderate Buy” and a consensus price target of $286.67.

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.