Generation Investment Management LLP Has $67.29 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Generation Investment Management LLP increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.8% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 297,088 shares of the semiconductor company’s stock after purchasing an additional 16,193 shares during the period. Taiwan Semiconductor Manufacturing makes up 0.4% of Generation Investment Management LLP’s holdings, making the stock its 28th biggest holding. Generation Investment Management LLP’s holdings in Taiwan Semiconductor Manufacturing were worth $67,287,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Goldman Sachs Group Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 55.6% during 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 last quarter. Price T Rowe Associates Inc. MD lifted its stake 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 valued at $2,050,141,000 after purchasing an additional 1,984,835 shares during the last quarter. Jennison Associates LLC boosted its position in 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 buying an additional 2,537,760 shares in the last quarter. WCM Investment Management LLC grew 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 worth $2,299,108,000 after buying an additional 324,615 shares during the last quarter. Finally, Alliancebernstein L.P. increased its holdings 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 worth $1,471,426,000 after buying an additional 2,121,758 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday. Finally, Barclays lifted their target price 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 investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Down 0.9%

Shares of NYSE TSM opened at $286.56 on Monday. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The firm has a market cap of $1.49 trillion, a PE ratio of 29.39, a P/E/G ratio of 1.02 and a beta of 1.31. The company’s fifty day simple moving average is $279.96 and its 200 day simple moving average is $238.24. 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 released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. During the same quarter in the previous year, the company posted $1.94 earnings per share. The company’s quarterly revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

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.