Clean Yield Group Cuts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Clean Yield Group lessened its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 20.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 250 shares of the semiconductor company’s stock after selling 66 shares during the quarter. Clean Yield Group’s holdings in Taiwan Semiconductor Manufacturing were worth $57,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of TSM. New Vernon Capital Holdings II LLC grew its stake in Taiwan Semiconductor Manufacturing by 16,500.0% during the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after purchasing an additional 6,666,660 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in 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 worth $2,872,814,000 after purchasing an additional 6,180,445 shares in the last quarter. Nuveen LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth $482,676,000. Jennison Associates LLC grew its stake in Taiwan Semiconductor Manufacturing by 36.8% during the 1st 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 in the last quarter. Finally, Alliancebernstein L.P. grew its stake in Taiwan Semiconductor Manufacturing by 31.5% during the 1st 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 in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 16th. Needham & Company LLC reissued a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company has an average rating of “Buy” and an average target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Down 1.2%

Shares of NYSE TSM opened at $273.41 on Monday. The stock has a market cap of $1.42 trillion, a PE 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. The business has a 50-day moving average price of $245.90 and a 200 day moving average price of $209.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. The firm had revenue of $30.07 billion during the quarter, compared to analysts’ expectations 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 revenue was up 44.4% on a year-over-year basis. During the same period in the prior year, the firm earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities research analysts forecast 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 announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a $0.8348 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. 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%.

About Taiwan Semiconductor Manufacturing

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.