Global Trust Asset Management LLC Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Global Trust Asset Management LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 155.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,903 shares of the semiconductor company’s stock after buying an additional 2,374 shares during the period. Global Trust Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $884,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. DekaBank Deutsche Girozentrale raised its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the 1st quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock worth $214,442,000 after purchasing an additional 11,693 shares during the period. Quantbot Technologies LP increased its holdings in shares of Taiwan Semiconductor Manufacturing by 452.2% in the first 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 during the last quarter. RFG Holdings Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 66.1% in the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock worth $883,000 after purchasing an additional 1,551 shares during the last quarter. Duquesne Family Office LLC increased its holdings in shares of 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 purchasing an additional 491,265 shares during the last quarter. Finally, Sentry LLC purchased a new position in Taiwan Semiconductor Manufacturing in the first quarter worth about $222,000. 16.51% of the stock is owned by institutional investors.

Analysts Set New Price Targets

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

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM opened at $273.41 on Monday. The firm has a 50 day moving average of $245.90 and a 200 day moving average of $209.73. The company has a market capitalization of $1.42 trillion, a price-to-earnings ratio of 31.18, a price-to-earnings-growth ratio of 1.30 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 52 week low of $134.25 and a 52 week high of $286.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (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 the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The business’s quarterly revenue was up 44.4% on a year-over-year basis. During the same period in the prior year, the firm posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, sell-side analysts predict 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 declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. The ex-dividend date of this dividend is Thursday, December 11th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 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.