WT Asset Management Ltd Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

WT Asset Management Ltd purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 1,202,926 shares of the semiconductor company’s stock, valued at approximately $272,451,000. Taiwan Semiconductor Manufacturing comprises 19.1% of WT Asset Management Ltd’s investment portfolio, making the stock its biggest holding.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Goldman Sachs Group Inc. grew its position in shares of 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 during the last quarter. Price T Rowe Associates Inc. MD grew its position in shares of 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 purchasing an additional 1,984,835 shares during the last quarter. WCM Investment Management LLC grew its position in shares of 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 purchasing an additional 59,079 shares during the last quarter. Jennison Associates LLC grew its position in shares of 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 during the last quarter. Finally, Alliancebernstein L.P. grew its position in Taiwan Semiconductor Manufacturing by 31.5% during the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after buying 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%

NYSE TSM opened at $292.42 on Friday. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The stock’s 50 day moving average is $250.34 and its two-hundred day moving average is $213.03. The company has a market capitalization of $1.52 trillion, a price-to-earnings ratio of 33.34, a PEG ratio of 1.37 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. The company had revenue of $30.07 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the business earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities 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 business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. 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 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 29.99%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on TSM. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Needham & Company LLC reissued a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Susquehanna lifted their target price 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. Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Saturday, September 27th. Finally, Barclays lifted their target price 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. Four analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock currently 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.