Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Renaissance Group LLC

Renaissance Group LLC decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 47,307 shares of the semiconductor company’s stock after selling 903 shares during the period. Renaissance Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $10,715,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Alliance Wealth Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.4% during the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after purchasing an additional 43 shares during the period. Pflug Koory LLC raised its position in Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock worth $257,000 after buying an additional 43 shares during the last quarter. Frazier Financial Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing by 9.1% during the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock valued at $117,000 after acquiring an additional 43 shares during the period. Flagship Harbor Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.2% in the 2nd quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock valued at $820,000 after acquiring an additional 43 shares during the last quarter. Finally, Liberty One Investment Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.3% in the second quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock worth $244,000 after acquiring an additional 44 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on TSM. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, November 13th. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating for the company. Finally, Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Five analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Moderate Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Trading Down 1.3%

Shares of TSM stock opened at $278.21 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $311.37. The company has a market cap of $1.44 trillion, a price-to-earnings ratio of 28.53, a PEG ratio of 1.02 and a beta of 1.31. 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 50 day simple moving average of $286.69 and a 200-day simple moving average of $244.07.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. During the same quarter in the previous year, the firm earned $1.94 EPS. The firm’s revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities research analysts expect 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 disclosed 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. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 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.