CHICAGO TRUST Co NA Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

CHICAGO TRUST Co NA purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,359 shares of the semiconductor company’s stock, valued at approximately $1,214,000.

A number of other hedge funds have also modified their holdings of the company. Goldman Sachs Group Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 55.6% in the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after purchasing an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD boosted its position in shares of Taiwan Semiconductor Manufacturing by 19.1% in the first 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 purchasing an additional 1,984,835 shares during the period. WCM Investment Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 0.6% in the first quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company’s stock worth $1,608,551,000 after purchasing an additional 59,079 shares during the period. Jennison Associates LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 36.8% in the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock worth $1,578,499,000 after purchasing an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. boosted its position in shares of Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after purchasing an additional 2,121,758 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently weighed in on TSM shares. Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research report on Monday, July 14th. Needham & Company LLC restated a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 16th. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Four research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $286.67.

Taiwan Semiconductor Manufacturing Trading Up 3.0%

Shares of TSM opened at $272.75 on Tuesday. The company has a market cap of $1.41 trillion, a P/E ratio of 31.10, a P/E/G ratio of 1.26 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $276.36. The company’s fifty day simple moving average is $242.83 and its 200-day simple moving average is $206.76. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.13 by $0.34. The company had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm’s revenue was up 44.4% compared to the same quarter last year. During the same quarter last year, the firm posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is 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.