University of Texas Texas AM Investment Management Co. Sells 12,838 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

University of Texas Texas AM Investment Management Co. decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 44.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 16,232 shares of the semiconductor company’s stock after selling 12,838 shares during the quarter. University of Texas Texas AM Investment Management Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $3,676,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. DekaBank Deutsche Girozentrale raised its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% during the 1st quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock worth $214,442,000 after purchasing an additional 11,693 shares in the last quarter. Powers Advisory Group LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $240,000. Hudson Edge Investment Partners Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 10.1% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after purchasing an additional 21,648 shares in the last quarter. Quantbot Technologies LP raised 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. Finally, RFG Holdings Inc. raised 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. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on TSM shares. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 18th. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

TSM stock opened at $295.22 on Friday. 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 stock has a market capitalization of $1.53 trillion, a price-to-earnings ratio of 30.28, a PEG ratio of 0.99 and a beta of 1.28. The business’s fifty day moving average price is $267.36 and its two-hundred day moving average price is $227.11. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter last year, the business earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts anticipate 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, January 8th. Shareholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.67%.

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.