Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Bessemer Group Inc.

Bessemer Group Inc. boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 832,689 shares of the semiconductor company’s stock after acquiring an additional 35,013 shares during the quarter. Bessemer Group Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $188,597,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. DekaBank Deutsche Girozentrale raised its holdings in Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock worth $214,442,000 after purchasing an additional 11,693 shares in the last quarter. Powers Advisory Group LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $240,000. Hudson Edge Investment Partners Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 10.1% during the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after purchasing an additional 21,648 shares in the last quarter. Quantbot Technologies LP raised its holdings in Taiwan Semiconductor Manufacturing by 452.2% during the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after purchasing an additional 38,837 shares in the last quarter. Finally, RFG Holdings Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 66.1% during the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock worth $883,000 after purchasing an additional 1,551 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 $295.22 on Monday. 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 firm has a market cap of $1.53 trillion, a PE ratio of 30.28, a price-to-earnings-growth ratio of 0.99 and a beta of 1.28. The company’s 50 day simple moving average is $267.36 and its 200-day simple moving average is $227.59. 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 posted its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same period last year, the firm posted $1.94 EPS. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a $0.8348 dividend. This is a positive change 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 payout ratio is 26.67%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on TSM. Barclays raised their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a “buy” rating in a report on Thursday, October 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 18th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Six investment analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $371.67.

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.