AMG National Trust Bank Boosts Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

AMG National Trust Bank grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,931 shares of the semiconductor company’s stock after buying an additional 309 shares during the period. AMG National Trust Bank’s holdings in Taiwan Semiconductor Manufacturing were worth $6,326,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in TSM. Goldman Sachs Group Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 55.6% in 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. Price T Rowe Associates Inc. MD lifted its holdings in Taiwan Semiconductor Manufacturing by 19.1% in the 1st 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 in the last quarter. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after purchasing an additional 2,537,760 shares in the last quarter. WCM Investment Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 3.3% in the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock worth $2,299,108,000 after purchasing an additional 324,615 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in Taiwan Semiconductor Manufacturing by 31.5% in 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. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 24th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 18th. Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Six equities research analysts have rated the stock with a Buy rating, According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $302.90 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. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37. The stock’s 50 day simple moving average is $272.91 and its two-hundred day simple moving average is $231.16. The company has a market cap of $1.57 trillion, a price-to-earnings ratio of 31.07, a PEG ratio of 1.02 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The business had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. During the same quarter in the previous year, the company posted $1.94 EPS. The company’s revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal 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 issued 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 boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

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.