Onyx Bridge Wealth Group LLC Boosts Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Onyx Bridge Wealth Group LLC grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 25.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,240 shares of the semiconductor company’s stock after buying an additional 455 shares during the period. Onyx Bridge Wealth Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $507,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in TSM. New Vernon Capital Holdings II LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 16,500.0% in the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after acquiring an additional 6,666,660 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of 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 worth $2,872,814,000 after acquiring an additional 6,180,445 shares during the last quarter. Nuveen LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $482,676,000. Jennison Associates LLC lifted its holdings in shares of 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 worth $1,578,499,000 after acquiring an additional 2,559,512 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in shares of 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 during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on TSM shares. Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, October 8th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 18th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Barclays increased their target price 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. Finally, Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $371.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $288.77 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The firm’s fifty day simple moving average is $265.24 and its 200-day simple moving average is $224.45. The firm has a market capitalization of $1.50 trillion, a price-to-earnings ratio of 29.62, a PEG ratio of 0.99 and a beta of 1.28. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced 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 business had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same period last year, the business earned $1.94 EPS. The company’s revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 $0.8348 dividend. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Thursday, December 11th. 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 26.67%.

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.