EFG Asset Management Americas Corp. Purchases 1,390 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

EFG Asset Management Americas Corp. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.7% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 17,421 shares of the semiconductor company’s stock after buying an additional 1,390 shares during the period. EFG Asset Management Americas Corp.’s holdings in Taiwan Semiconductor Manufacturing were worth $3,946,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in TSM. Goldman Sachs Group Inc. raised its stake in Taiwan Semiconductor Manufacturing by 55.6% in the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock valued at $2,872,814,000 after purchasing an additional 6,180,445 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of 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 buying an additional 1,984,835 shares during the last quarter. Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 26.7% during the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after buying an additional 2,537,760 shares in the last quarter. WCM Investment Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.3% during 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 acquiring an additional 324,615 shares during the last quarter. Finally, Alliancebernstein L.P. grew its position in Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after acquiring an additional 2,121,758 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on TSM. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, November 13th. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $282.53 on Thursday. The company’s fifty day simple moving average is $287.14 and its two-hundred day simple moving average is $244.34. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The firm has a market cap of $1.47 trillion, a PE ratio of 28.98, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. 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 released 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 business had revenue of $32.36 billion during 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 business’s revenue was up 40.1% on a year-over-year basis. During the same quarter last year, the business posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities analysts expect 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, April 9th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) 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.