Rockefeller Capital Management L.P. Has $93.40 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Rockefeller Capital Management L.P. lessened its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 34.8% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 412,362 shares of the semiconductor company’s stock after selling 220,444 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Taiwan Semiconductor Manufacturing were worth $93,398,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter worth $28,000. Vision Financial Markets LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth about $33,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $33,000. First Command Advisory Services Inc. grew its stake in Taiwan Semiconductor Manufacturing by 174.1% during the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares in the last quarter. Finally, Keener Financial Planning LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $39,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 0.9%

Taiwan Semiconductor Manufacturing stock opened at $284.79 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37. The firm has a fifty day moving average price of $285.44 and a two-hundred day moving average price of $242.07. The firm has a market cap of $1.48 trillion, a price-to-earnings ratio of 29.21, a P/E/G ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The business had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same period in the previous year, the company posted $1.94 earnings per share. The firm’s revenue for the quarter was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, 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 business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 26.97%.

Analysts Set New Price Targets

TSM has been the subject of several research reports. Needham & Company LLC restated a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Susquehanna lifted their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Finally, Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target 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.