Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Dorsey & Whitney Trust CO LLC

Dorsey & Whitney Trust CO LLC grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 62.2% in the second quarter, according to its most recent filing with the SEC. The fund owned 28,333 shares of the semiconductor company’s stock after acquiring an additional 10,868 shares during the period. Dorsey & Whitney Trust CO LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,417,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Rothschild Investment LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 5.0% in the 2nd quarter. Rothschild Investment LLC now owns 13,135 shares of the semiconductor company’s stock valued at $2,975,000 after purchasing an additional 628 shares during the period. Nomura Asset Management Co. Ltd. raised its holdings in Taiwan Semiconductor Manufacturing by 22.1% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 364,512 shares of the semiconductor company’s stock worth $82,558,000 after buying an additional 65,910 shares during the period. Sierra Capital LLC lifted its stake in Taiwan Semiconductor Manufacturing by 3.2% during the second quarter. Sierra Capital LLC now owns 4,589 shares of the semiconductor company’s stock valued at $1,039,000 after buying an additional 142 shares in the last quarter. Thames Capital Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 376.9% in the second quarter. Thames Capital Management LLC now owns 65,127 shares of the semiconductor company’s stock worth $14,751,000 after buying an additional 51,471 shares during the period. Finally, PAX Financial Group LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $260,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Needham & Company LLC reissued a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Trading Up 0.9%

Taiwan Semiconductor Manufacturing stock opened at $284.79 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37. 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 stock has a market cap of $1.48 trillion, a P/E ratio of 29.21, a P/E/G ratio of 1.02 and a beta of 1.31. The company’s fifty day simple moving average is $285.44 and its 200-day simple moving average is $242.60.

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, beating 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 firm had revenue of $32.36 billion during the quarter, compared to analysts’ expectations of $951.89 billion. During the same quarter last year, the firm earned $1.94 earnings per share. The business’s revenue for the quarter was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 26.97%.

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.