Marsico Capital Management LLC Has $175.86 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Marsico Capital Management LLC grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 776,451 shares of the semiconductor company’s stock after purchasing an additional 56,184 shares during the period. Taiwan Semiconductor Manufacturing comprises about 4.8% of Marsico Capital Management LLC’s portfolio, making the stock its 6th largest position. Marsico Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $175,858,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC grew its stake in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares during the period. Mutual of America Capital Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $6,344,000. PFG Advisors grew its position in shares of Taiwan Semiconductor Manufacturing by 26.3% in the 1st quarter. PFG Advisors now owns 6,018 shares of the semiconductor company’s stock valued at $999,000 after purchasing an additional 1,255 shares during the period. Advisors Preferred LLC increased its stake in Taiwan Semiconductor Manufacturing by 408.4% during the 1st quarter. Advisors Preferred LLC now owns 1,566 shares of the semiconductor company’s stock worth $264,000 after purchasing an additional 1,258 shares in the last quarter. Finally, AE Wealth Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 12.0% during the 1st quarter. AE Wealth Management LLC now owns 10,608 shares of the semiconductor company’s stock worth $1,761,000 after buying an additional 1,136 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on TSM shares. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Finally, Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Down 1.7%

Shares of TSM stock opened at $277.65 on Friday. The firm’s fifty day moving average price is $287.51 and its two-hundred day moving average price is $244.57. 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 current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The firm has a market capitalization of $1.44 trillion, a P/E ratio of 28.48, a PEG ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data 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. The company had revenue of $32.36 billion during the quarter, compared to analysts’ expectations 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 revenue for the quarter was up 40.1% compared to the same quarter last year. During the same quarter last year, the company earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. 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 payout ratio is presently 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.