Matthew 25 Management Corp Has $14.27 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Matthew 25 Management Corp raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 215.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 63,000 shares of the semiconductor company’s stock after purchasing an additional 43,000 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 4.6% of Matthew 25 Management Corp’s portfolio, making the stock its 8th largest position. Matthew 25 Management Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $14,269,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in TSM. New Vernon Capital Holdings II LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 16,500.0% during the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after buying an additional 6,666,660 shares in the last quarter. Goldman Sachs Group Inc. lifted its stake in 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 buying an additional 6,180,445 shares during the last quarter. Nuveen LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at about $482,676,000. Jennison Associates LLC raised its stake in shares of 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 purchasing an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. raised its position in Taiwan Semiconductor Manufacturing by 31.5% in the first 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 in the last quarter. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating for the company. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, October 24th. Six investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $293.58 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The business’s 50-day moving average price is $276.74 and its two-hundred day moving average price is $235.33. The stock has a market cap of $1.52 trillion, a PE ratio of 30.11, a P/E/G ratio of 1.02 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% on a year-over-year basis. During the same period in the prior year, the business posted $1.94 earnings per share. 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 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is 26.97%.

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.