Koshinski Asset Management Inc. Has $1.37 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Koshinski Asset Management Inc. trimmed its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,056 shares of the semiconductor company’s stock after selling 355 shares during the quarter. Koshinski Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,372,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. New Vernon Capital Holdings II LLC raised its stake in Taiwan Semiconductor Manufacturing by 16,500.0% during the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock valued at $1,113,373,000 after purchasing an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 55.6% during 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 buying an additional 6,180,445 shares in the last quarter. Nuveen LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at $482,676,000. Jennison Associates LLC raised its position in Taiwan Semiconductor Manufacturing by 36.8% during the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after buying an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. lifted 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 worth $1,471,426,000 after acquiring an additional 2,121,758 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $295.37 on Friday. The firm has a market cap of $1.53 trillion, a price-to-earnings ratio of 30.29, a price-to-earnings-growth ratio of 1.41 and a beta of 1.28. The company’s fifty day moving average is $262.16 and its 200-day moving average is $222.00. 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 Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37.

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 the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed 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 of this dividend is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the company a “buy” rating in a research note on Thursday. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 8th. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Finally, Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Five research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Company 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.