Union Bancaire Privee UBP SA Has $137.18 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Union Bancaire Privee UBP SA grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.5% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 639,662 shares of the semiconductor company’s stock after acquiring an additional 33,131 shares during the period. Taiwan Semiconductor Manufacturing accounts for 2.7% of Union Bancaire Privee UBP SA’s portfolio, making the stock its 10th largest holding. Union Bancaire Privee UBP SA’s holdings in Taiwan Semiconductor Manufacturing were worth $137,177,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. City Holding Co. raised its stake in shares of Taiwan Semiconductor Manufacturing by 238.0% in the first quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 119 shares during the last quarter. 1248 Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter worth about $28,000. Signature Resources Capital Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 138.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 111 shares during the last quarter. Graybill Wealth Management LTD. bought a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Finally, Vision Financial Markets LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $273.79 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $286.00. The firm has a market capitalization of $1.42 trillion, a price-to-earnings ratio of 31.22, 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. The firm has a fifty day moving average of $246.60 and a 200-day moving average of $210.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. The firm had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company’s revenue for the quarter was up 44.4% compared to the same quarter last year. During the same period in the prior year, the business earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, 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 business also recently announced 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. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. 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. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 29.42%.

Wall Street Analysts Forecast Growth

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

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.