Hilltop National Bank Makes New $3.72 Million Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hilltop National Bank purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 16,427 shares of the semiconductor company’s stock, valued at approximately $3,721,000. Taiwan Semiconductor Manufacturing accounts for 1.0% of Hilltop National Bank’s holdings, making the stock its 19th biggest position.

Several other hedge funds and other institutional investors have also recently modified their holdings of TSM. Goldman Sachs Group Inc. grew its position 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 purchasing an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in shares of Taiwan Semiconductor Manufacturing by 19.1% during the first quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company’s stock valued at $2,050,141,000 after buying an additional 1,984,835 shares during the last quarter. WCM Investment Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 0.6% during the first quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company’s stock valued at $1,608,551,000 after buying an additional 59,079 shares during the last quarter. Jennison Associates LLC grew its holdings in shares of 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 valued at $1,578,499,000 after buying an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 31.5% in the 1st 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 last quarter. Institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of recent research reports. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a report on Tuesday, September 16th. Needham & Company LLC restated a “buy” rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Finally, Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a report on Monday, July 14th. Four research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $288.24 on Friday. The business’s fifty day simple moving average is $249.40 and its 200 day simple moving average is $212.21. The firm has a market capitalization of $1.49 trillion, a P/E ratio of 32.87, a price-to-earnings-growth ratio of 1.37 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $296.72. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. The business had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.Taiwan Semiconductor Manufacturing’s quarterly revenue was up 44.4% compared to the same quarter last year. During the same period last year, the company posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, 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 issued a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 29.42%.

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.