Boston Common Asset Management LLC Has $102.44 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Boston Common Asset Management LLC boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 452,284 shares of the semiconductor company’s stock after purchasing an additional 49,756 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 2.9% of Boston Common Asset Management LLC’s portfolio, making the stock its biggest position. Boston Common Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $102,438,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. City Holding Co. raised its holdings in Taiwan Semiconductor Manufacturing by 238.0% in the first quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 119 shares in the last quarter. 1248 Management LLC bought a new position in Taiwan Semiconductor Manufacturing in the first quarter worth $28,000. Signature Resources Capital Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 138.8% in the first 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 in the last quarter. Graybill Wealth Management LTD. bought a new position in Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. Finally, Vision Financial Markets LLC bought a new position in Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

TSM has been the subject of several analyst reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday, September 16th. Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Saturday, September 27th. Needham & Company LLC restated a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Finally, Susquehanna raised their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a report on Monday, July 14th. Four analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Moderate Buy” and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

Shares of Taiwan Semiconductor Manufacturing stock opened at $292.42 on Friday. The company has a market cap of $1.52 trillion, a price-to-earnings ratio of 33.34, a price-to-earnings-growth ratio of 1.39 and a beta of 1.28. The company’s 50 day moving average is $250.34 and its 200 day moving average is $213.30. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $296.72. 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 (NYSE:TSM) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter was up 44.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders of record on Thursday, December 11th will be given a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 29.42%.

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.