Probity Advisors Inc. Sells 129 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Probity Advisors Inc. lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,817 shares of the semiconductor company’s stock after selling 129 shares during the period. Probity Advisors Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $412,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of TSM. Goldman Sachs Group Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 55.6% during 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 last quarter. Price T Rowe Associates Inc. MD raised its position in shares of Taiwan Semiconductor Manufacturing by 19.1% during 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 last quarter. WCM Investment Management LLC raised its position 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 valued at $2,299,108,000 after acquiring an additional 324,615 shares during the last quarter. Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 36.8% during 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 last quarter. Finally, Alliancebernstein L.P. raised its position in shares of Taiwan Semiconductor Manufacturing by 31.5% during 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 last quarter. Institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

TSM has been the subject of several recent research reports. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Susquehanna upped 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 report on Friday, October 10th. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the company a “buy” rating in a report on Thursday, October 16th. Finally, Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Moderate Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $294.53 on Wednesday. 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 capitalization of $1.53 trillion, a price-to-earnings ratio of 30.21, a price-to-earnings-growth ratio of 1.00 and a beta of 1.28. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The firm has a fifty day moving average of $264.29 and a 200-day moving average of $224.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results 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 company 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%. The firm’s revenue was up 40.1% on a year-over-year basis. 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. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 26.97%.

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.