Jacobi Capital Management LLC Acquires 209 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jacobi Capital Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,042 shares of the semiconductor company’s stock after buying an additional 209 shares during the quarter. Jacobi Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,003,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in TSM. New Vernon Capital Holdings II LLC raised its holdings 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 buying an additional 6,666,660 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 55.6% in the 1st 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 position in Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $482,676,000. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 36.8% during the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock worth $1,578,499,000 after purchasing an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. raised its holdings in Taiwan Semiconductor Manufacturing by 31.5% during the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after purchasing an additional 2,121,758 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $258.75 on Friday. The company has a fifty day moving average of $238.09 and a 200-day moving average of $202.43. The firm has a market capitalization of $1.34 trillion, a P/E ratio of 29.50, a P/E/G ratio of 1.24 and a beta of 1.23. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $264.58.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. During the same quarter in the previous year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a $0.8348 dividend. This represents a $3.34 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is 28.16%.

Wall Street Analyst Weigh In

Several research firms have issued reports on TSM. Needham & Company LLC restated a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a report on Monday, July 14th. Finally, Barclays reiterated an “overweight” rating and issued a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Four investment analysts have rated the stock with a Buy rating, According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $258.33.

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.