Sustainable Growth Advisers LP Sells 15,417 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sustainable Growth Advisers LP reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.8% during the second quarter, according to its most recent filing with the SEC. The fund owned 539,358 shares of the semiconductor company’s stock after selling 15,417 shares during the quarter. Sustainable Growth Advisers LP’s holdings in Taiwan Semiconductor Manufacturing were worth $122,159,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Powers Advisory Group LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $240,000. Hudson Edge Investment Partners Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 10.1% in the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock valued at $53,566,000 after acquiring an additional 21,648 shares in the last quarter. Quantbot Technologies LP raised its holdings in Taiwan Semiconductor Manufacturing by 452.2% in the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after purchasing an additional 38,837 shares in the last quarter. RFG Holdings Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 66.1% during the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after purchasing an additional 1,551 shares in the last quarter. Finally, Duquesne Family Office LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 456.9% in the first quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock worth $99,397,000 after buying an additional 491,265 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $284.79 on Friday. The business has a 50 day simple moving average of $285.44 and a two-hundred day simple moving average of $241.53. The stock has a market capitalization of $1.48 trillion, a P/E ratio of 29.21, a PEG ratio of 1.02 and a beta of 1.31. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results 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 firm had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same quarter last year, the firm earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, 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 disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors 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 yield of 1.4%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 26.97%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on TSM shares. Needham & Company LLC reiterated a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Finally, Barclays upped 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 report on Friday, October 17th. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $371.67.

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.