Quilter Plc Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Quilter Plc grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 628,840 shares of the semiconductor company’s stock after purchasing an additional 3,955 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 2.6% of Quilter Plc’s investment portfolio, making the stock its 12th biggest position. Quilter Plc’s holdings in Taiwan Semiconductor Manufacturing were worth $142,426,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Alliance Wealth Advisors LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% in the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after purchasing an additional 43 shares in the last quarter. Pflug Koory LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after buying an additional 43 shares in the last quarter. Frazier Financial Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 9.1% in the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock valued at $117,000 after acquiring an additional 43 shares during the last quarter. Flagship Harbor Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing by 1.2% during the second quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock worth $820,000 after acquiring an additional 43 shares during the last quarter. Finally, Liberty One Investment Management LLC raised its position in Taiwan Semiconductor Manufacturing by 4.3% during the second quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock valued at $244,000 after purchasing an additional 44 shares during the period. 16.51% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on TSM. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Needham & Company LLC reissued a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, November 13th. Finally, Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating for the company. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Moderate Buy” and an average target price of $371.67.

Taiwan Semiconductor Manufacturing Trading Up 1.7%

Shares of NYSE TSM opened at $282.53 on Thursday. 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 firm has a market cap of $1.47 trillion, a PE ratio of 28.98, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The business has a fifty day simple moving average of $287.14 and a two-hundred day simple moving average of $244.34. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results 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 for the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company’s revenue was up 40.1% compared to the same quarter last year. During the same period last year, the business earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. 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 business also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

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.