Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Lessened by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 117,456 shares of the semiconductor company’s stock after selling 6,602 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $26,603,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also made changes to their positions in the stock. Goldman Sachs Group Inc. raised its position in Taiwan Semiconductor Manufacturing by 55.6% during 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 acquiring an additional 6,180,445 shares in the last quarter. Price T Rowe Associates Inc. MD raised its position in Taiwan Semiconductor Manufacturing by 19.1% during 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 acquiring an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC raised its position in Taiwan Semiconductor Manufacturing by 3.3% during the second quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after acquiring an additional 324,615 shares in the last quarter. Jennison Associates LLC raised its position in Taiwan Semiconductor Manufacturing by 36.8% during 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 acquiring an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. raised 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 valued at $1,471,426,000 after acquiring an additional 2,121,758 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 1.5%

Shares of Taiwan Semiconductor Manufacturing stock opened at $295.22 on Friday. The company’s fifty day simple moving average is $267.36 and its 200-day simple moving average is $227.11. The company has a market cap of $1.53 trillion, a price-to-earnings ratio of 30.28, a PEG ratio of 0.99 and a beta of 1.28. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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 $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 26.67%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on TSM. Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, October 16th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 18th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Finally, Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Six equities research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $371.67.

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.