Clearstead Trust LLC Boosts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Clearstead Trust LLC lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.8% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,907 shares of the semiconductor company’s stock after buying an additional 242 shares during the period. Clearstead Trust LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,017,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of TSM. New Vernon Capital Holdings II LLC grew its stake in Taiwan Semiconductor Manufacturing by 16,500.0% in the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock valued at $1,113,373,000 after purchasing an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. grew 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 buying an additional 6,180,445 shares during the period. Nuveen LLC bought a new position in Taiwan Semiconductor Manufacturing during the first quarter valued at about $482,676,000. Jennison Associates LLC increased its holdings 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 worth $1,578,499,000 after buying an additional 2,559,512 shares during 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 during the period. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Shares of TSM stock opened at $281.82 on Friday. The stock has a market capitalization of $1.46 trillion, a price-to-earnings ratio of 28.90, a PEG ratio of 1.02 and a beta of 1.31. The company’s fifty day simple moving average is $284.61 and its two-hundred day simple moving average is $240.69. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37. 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 quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company had revenue of $32.36 billion during the quarter, compared to analysts’ expectations of $951.89 billion. During the same period in the previous year, the business earned $1.94 earnings per share. The firm’s quarterly revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 26.97%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on TSM shares. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Needham & Company LLC restated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Finally, Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Moderate Buy” and an average target price of $371.67.

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.