Copeland Capital Management LLC Trims Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Copeland Capital Management LLC decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 77,330 shares of the semiconductor company’s stock after selling 56 shares during the quarter. Copeland Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $17,515,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of TSM. New Vernon Capital Holdings II LLC raised its position in Taiwan Semiconductor Manufacturing by 16,500.0% in the 1st 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 during the last quarter. Goldman Sachs Group Inc. lifted its position in 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 worth $2,872,814,000 after acquiring an additional 6,180,445 shares during the period. Nuveen LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $482,676,000. Jennison Associates LLC lifted its position in Taiwan Semiconductor Manufacturing by 36.8% during the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock worth $1,578,499,000 after acquiring an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 31.5% during the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after acquiring an additional 2,121,758 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on TSM. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 16th. Finally, Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research report on Monday, July 14th. Four analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Down 0.1%

TSM opened at $288.24 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The business has a 50 day simple moving average of $249.40 and a 200-day simple moving average of $212.21. The stock has a market capitalization of $1.49 trillion, a P/E ratio of 32.87, a P/E/G ratio of 1.37 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $296.72.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company’s quarterly revenue was up 44.4% compared to the same quarter last year. During the same period last year, the firm earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, equities analysts anticipate 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 disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 29.42%.

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.