KBC Group NV Has $25.56 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

KBC Group NV boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 20.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,831 shares of the semiconductor company’s stock after purchasing an additional 19,026 shares during the quarter. KBC Group NV’s holdings in Taiwan Semiconductor Manufacturing were worth $25,555,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Goldman Sachs Group Inc. raised its stake 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 worth $2,872,814,000 after purchasing an additional 6,180,445 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its stake in shares of Taiwan Semiconductor Manufacturing by 19.1% in the 1st 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 purchasing an additional 1,984,835 shares in the last quarter. Jennison Associates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after buying an additional 2,537,760 shares during the last quarter. WCM Investment Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3.3% during the second quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after purchasing an additional 324,615 shares in the last quarter. Finally, Alliancebernstein L.P. increased its holdings 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 valued at $1,471,426,000 after purchasing an additional 2,121,758 shares during the period. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on TSM. Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, November 7th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Finally, Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company 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, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $281.82 on Friday. The business has a 50-day simple moving average of $284.61 and a 200 day simple moving average of $240.69. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one 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. The firm 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.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company’s quarterly revenue was up 40.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 26.97%.

About Taiwan Semiconductor Manufacturing

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.