CENTRAL TRUST Co decreased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 27.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 2,046 shares of the semiconductor company’s stock after selling 782 shares during the quarter. CENTRAL TRUST Co’s holdings in Taiwan Semiconductor Manufacturing were worth $464,000 as of its most recent filing with the SEC.
Other large investors have also made changes to their positions in the company. Powers Advisory Group LLC bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $240,000. Hudson Edge Investment Partners Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 10.1% during the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after buying an additional 21,648 shares in the last quarter. Quantbot Technologies LP grew its position in Taiwan Semiconductor Manufacturing by 452.2% during the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after acquiring an additional 38,837 shares during the last quarter. RFG Holdings Inc. grew its position in Taiwan Semiconductor Manufacturing by 66.1% during the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock worth $883,000 after acquiring an additional 1,551 shares during the last quarter. Finally, Duquesne Family Office LLC increased its holdings in Taiwan Semiconductor Manufacturing by 456.9% during the 1st quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock valued at $99,397,000 after purchasing an additional 491,265 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.
Wall Street Analyst Weigh In
TSM has been the topic of a number of recent analyst reports. Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Needham & Company LLC reiterated a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Barclays increased their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $371.67.
Taiwan Semiconductor Manufacturing Stock Down 3.0%
Shares of NYSE:TSM opened at $281.82 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The stock has a market cap of $1.46 trillion, a price-to-earnings ratio of 28.90, a P/E/G ratio of 1.02 and a beta of 1.31. The company has a 50 day moving average of $284.61 and a 200-day moving average of $240.69. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $311.37.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. During the same period last year, the firm earned $1.94 earnings per share. The business’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. On average, sell-side analysts forecast 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 declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 26.97%.
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.
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