Swedbank AB Sells 82,919 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Swedbank AB decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,467,724 shares of the semiconductor company’s stock after selling 82,919 shares during the period. Swedbank AB’s holdings in Taiwan Semiconductor Manufacturing were worth $243,642,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. DekaBank Deutsche Girozentrale increased its stake in shares of 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 valued at $214,442,000 after purchasing an additional 11,693 shares in the last quarter. Pinnacle Investment Management Ltd purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $26,661,000. Quantbot Technologies LP grew its holdings in shares of Taiwan Semiconductor Manufacturing by 452.2% during the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock valued at $7,873,000 after buying an additional 38,837 shares during the last quarter. Duquesne Family Office LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 456.9% during the first quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock valued at $99,397,000 after buying an additional 491,265 shares during the last quarter. Finally, Sentry LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $222,000. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently commented on TSM. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a report on Monday, July 14th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Barclays reiterated an “overweight” rating and set a $240.00 price target (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Finally, Needham & Company LLC reiterated a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $258.33.

Taiwan Semiconductor Manufacturing Trading Down 0.6%

Shares of TSM stock opened at $258.75 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $264.58. 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’s 50 day moving average is $238.09 and its 200 day moving average is $202.43. The stock has a market capitalization of $1.34 trillion, a P/E ratio of 29.50, a P/E/G ratio of 1.24 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion for the quarter, compared to analysts’ expectations of $28.50 billion. During the same quarter last year, the company posted $1.48 earnings per share. The firm’s quarterly revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a dividend yield of 1.3%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 28.16%.

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.