Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by J. L. Bainbridge & Co. Inc.

J. L. Bainbridge & Co. Inc. trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 160,840 shares of the semiconductor company’s stock after selling 1,909 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 3.3% of J. L. Bainbridge & Co. Inc.’s portfolio, making the stock its 12th biggest holding. J. L. Bainbridge & Co. Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $36,429,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Powers Advisory Group LLC acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter worth about $240,000. Hudson Edge Investment Partners Inc. grew its position in shares of 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 purchasing an additional 21,648 shares during the last quarter. Quantbot Technologies LP increased its stake in shares of Taiwan Semiconductor Manufacturing by 452.2% during 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. increased 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 worth $883,000 after purchasing an additional 1,551 shares in the last quarter. Finally, Duquesne Family Office LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 456.9% during the 1st 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. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.9%

NYSE TSM opened at $275.01 on Friday. The company has a market cap 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. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month 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 company has a 50-day moving average of $287.83 and a 200-day moving average of $245.76.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its 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. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. During the same period last year, the company earned $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, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 represents a $3.87 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on TSM shares. Needham & Company LLC reiterated a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. 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. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday. Six investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $371.67.

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.