AEGON ASSET MANAGEMENT UK Plc Buys 33,388 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

AEGON ASSET MANAGEMENT UK Plc boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.1% during the 2nd quarter, Holdings Channel.com reports. The fund owned 584,323 shares of the semiconductor company’s stock after purchasing an additional 33,388 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 1.7% of AEGON ASSET MANAGEMENT UK Plc’s investment portfolio, making the stock its 11th biggest holding. AEGON ASSET MANAGEMENT UK Plc’s holdings in Taiwan Semiconductor Manufacturing were worth $132,403,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. 1248 Management LLC bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $28,000. Graybill Wealth Management LTD. bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Vision Financial Markets LLC bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Keener Financial Planning LLC bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $39,000. Finally, Hemington Wealth Management lifted its position in Taiwan Semiconductor Manufacturing by 78.2% in the 1st quarter. Hemington Wealth Management now owns 253 shares of the semiconductor company’s stock valued at $41,000 after acquiring an additional 111 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on TSM shares. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 8th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Finally, Needham & Company LLC reissued a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Five equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $333.33.

Taiwan Semiconductor Manufacturing Trading Down 2.4%

NYSE:TSM opened at $295.62 on Wednesday. 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 stock has a market capitalization of $1.53 trillion, a PE ratio of 33.71, a price-to-earnings-growth ratio of 1.45 and a beta of 1.28. The firm’s 50 day moving average is $258.46 and its 200 day moving average is $219.25. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $307.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. The company had revenue of $30.07 billion for the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. Taiwan Semiconductor Manufacturing’s revenue was up 44.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 29.65%.

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.