Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by BOS Asset Management LLC

BOS Asset Management LLC boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.2% during the first quarter, Holdings Channel.com reports. The fund owned 10,154 shares of the semiconductor company’s stock after purchasing an additional 317 shares during the quarter. BOS Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,686,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Goldman Sachs Group Inc. grew its stake 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 valued at $2,872,814,000 after acquiring an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD grew its stake 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 valued at $2,050,141,000 after acquiring an additional 1,984,835 shares during the period. WCM Investment Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 0.6% in the 1st quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company’s stock valued at $1,608,551,000 after acquiring an additional 59,079 shares during the period. Jennison Associates LLC grew its stake in Taiwan Semiconductor Manufacturing by 36.8% in the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after acquiring an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. grew its stake 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 valued at $1,471,426,000 after acquiring an additional 2,121,758 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $260.40 on Thursday. The company’s 50-day moving average price is $237.62 and its 200-day moving average price is $201.97. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The company has a market cap of $1.35 trillion, a P/E ratio of 29.69, a P/E/G ratio of 1.19 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $264.58.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. During the same period last year, the firm posted $1.48 earnings per share. The company’s revenue for the quarter was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, sell-side analysts forecast 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. Stockholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.3%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is presently 28.16%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Barclays reaffirmed an “overweight” rating and set a $240.00 target price (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Finally, Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Four research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $258.33.

About Taiwan Semiconductor Manufacturing

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.