Sumitomo Mitsui Trust Group Inc. Buys 2,905 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sumitomo Mitsui Trust Group Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.6% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 509,775 shares of the semiconductor company’s stock after buying an additional 2,905 shares during the quarter. Sumitomo Mitsui Trust Group Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $115,459,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares during the last quarter. GAMMA Investing LLC raised its holdings in Taiwan Semiconductor Manufacturing by 7.0% in the first quarter. GAMMA Investing LLC now owns 9,103 shares of the semiconductor company’s stock worth $1,511,000 after purchasing an additional 594 shares during the period. Chevy Chase Trust Holdings LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 19.2% during the first quarter. Chevy Chase Trust Holdings LLC now owns 6,324 shares of the semiconductor company’s stock worth $1,050,000 after purchasing an additional 1,018 shares in the last quarter. Perigon Wealth Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 20.0% in the 1st quarter. Perigon Wealth Management LLC now owns 5,903 shares of the semiconductor company’s stock valued at $980,000 after buying an additional 983 shares during the period. Finally, Creative Financial Designs Inc. ADV increased its position in shares of Taiwan Semiconductor Manufacturing by 102.0% in the 1st quarter. Creative Financial Designs Inc. ADV now owns 3,503 shares of the semiconductor company’s stock valued at $581,000 after buying an additional 1,769 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have issued reports on TSM. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 18th. Finally, Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, October 16th. Six equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the company has an average rating of “Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Trading Up 1.5%

NYSE:TSM opened at $295.22 on Friday. The company has a market cap of $1.53 trillion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 0.99 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The business has a 50 day moving average price of $267.36 and a two-hundred day moving average price of $227.11. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same quarter in the previous year, the firm posted $1.94 earnings per share. The firm’s revenue for the quarter was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders 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 represents a $3.34 dividend on an annualized basis and a dividend yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 26.67%.

Taiwan Semiconductor Manufacturing Company 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.