Robeco Institutional Asset Management B.V. Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Robeco Institutional Asset Management B.V. lowered its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,130,637 shares of the semiconductor company’s stock after selling 36,062 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Taiwan Semiconductor Manufacturing were worth $256,078,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in TSM. Alliance Wealth Advisors LLC grew its position in Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock valued at $411,000 after buying an additional 43 shares in the last quarter. Westmount Partners LLC grew its position in Taiwan Semiconductor Manufacturing by 2.2% in the 2nd quarter. Westmount Partners LLC now owns 2,126 shares of the semiconductor company’s stock valued at $481,000 after buying an additional 45 shares in the last quarter. Mirador Capital Partners LP grew its position in Taiwan Semiconductor Manufacturing by 2.6% in the 2nd quarter. Mirador Capital Partners LP now owns 1,785 shares of the semiconductor company’s stock valued at $404,000 after buying an additional 45 shares in the last quarter. Genesis Private Wealth LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.3% in the second quarter. Genesis Private Wealth LLC now owns 2,168 shares of the semiconductor company’s stock worth $491,000 after buying an additional 48 shares during the period. Finally, Leonard Rickey Investment Advisors P.L.L.C. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.3% in the second quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,611 shares of the semiconductor company’s stock worth $365,000 after buying an additional 52 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on TSM shares. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Needham & Company LLC reiterated a “buy” rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research report on Monday, July 14th. Finally, Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 16th. Four analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average target price of $286.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $288.75 on Thursday. The firm has a market cap of $1.50 trillion, a PE ratio of 32.92, a PEG ratio of 1.33 and a beta of 1.28. The firm’s 50 day moving average price is $248.47 and its 200 day moving average price is $211.44. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $290.48.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.13 by $0.34. The firm had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company’s revenue for the quarter was up 44.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, research analysts expect 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 declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders 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. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 29.42%.

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.