Prudential PLC Acquires 6,186 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Prudential PLC increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 107.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,939 shares of the semiconductor company’s stock after acquiring an additional 6,186 shares during the period. Prudential PLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,704,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Goldman Sachs Group Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 55.6% during the first 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 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 worth $2,050,141,000 after acquiring an additional 1,984,835 shares during the last quarter. Jennison Associates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after acquiring an additional 2,537,760 shares during the period. WCM Investment Management LLC raised 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 acquiring an additional 324,615 shares during the last quarter. Finally, Alliancebernstein L.P. raised its stake in shares of Taiwan Semiconductor Manufacturing by 31.5% during 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 acquiring an additional 2,121,758 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 0.9%

Shares of NYSE:TSM opened at $275.01 on Friday. The firm has a market capitalization of $1.43 trillion, a P/E ratio of 28.21, a P/E/G ratio of 1.02 and a beta of 1.31. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The stock has a 50 day moving average price of $287.83 and a 200-day moving average price of $245.76. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.33. The company had revenue of $32.36 billion for 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%.The firm’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same period in the prior year, the firm earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is an increase 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 dividend on an annualized basis and a yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 26.97%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on TSM shares. Needham & Company LLC reissued a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Susquehanna lifted 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. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Finally, Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Six equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Company 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.