Schroder Investment Management Group Increases Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Schroder Investment Management Group increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.5% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,083,174 shares of the semiconductor company’s stock after buying an additional 840,025 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 1.4% of Schroder Investment Management Group’s holdings, making the stock its 12th largest position. Schroder Investment Management Group owned approximately 0.14% of Taiwan Semiconductor Manufacturing worth $1,604,268,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $33,000. First Command Advisory Services Inc. raised its stake in shares of 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 worth $36,000 after buying an additional 101 shares in the last quarter. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at approximately $28,000. Vision Financial Markets LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth $33,000. Finally, VSM Wealth Advisory LLC purchased a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $50,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

TSM has been the topic of a number of research reports. Susquehanna upped their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Friday. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Six investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Trading Up 0.7%

Shares of TSM opened at $292.00 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The firm has a market capitalization of $1.51 trillion, a P/E ratio of 29.95, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. 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 stock’s fifty day simple moving average is $290.31 and its 200 day simple moving average is $249.12.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released 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 company had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. During the same period last year, the business posted $1.94 EPS. The company’s quarterly revenue was up 40.1% compared to the same quarter last year. 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 disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be issued a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.3%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 26.97%.

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.