Mirova US LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mirova US LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.7% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 1,797,084 shares of the semiconductor company’s stock after buying an additional 29,253 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 4.2% of Mirova US LLC’s holdings, making the stock its 6th largest position. Mirova US LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $407,022,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. City Holding Co. increased its stake in Taiwan Semiconductor Manufacturing by 238.0% during the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 119 shares during the period. 1248 Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $28,000. Signature Resources Capital Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 138.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 111 shares during the period. Graybill Wealth Management LTD. acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. Finally, Vision Financial Markets LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $33,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on TSM shares. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday. They set an “outperform” rating on the stock. Needham & Company LLC reaffirmed a “buy” rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 16th. Susquehanna lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Moderate Buy” and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $294.18 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $307.30. The company has a 50-day moving average of $252.59 and a two-hundred day moving average of $214.99. The stock has a market cap of $1.53 trillion, a price-to-earnings ratio of 33.54, a PEG ratio of 1.44 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 (NYSE:TSM) last announced its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. During the same period last year, the company posted $1.48 earnings per share. The business’s revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 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 year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced 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. 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 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 29.65%.

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.