Wellington Shields Capital Management LLC Has $6.16 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Wellington Shields Capital Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,108.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 27,196 shares of the semiconductor company’s stock after acquiring an additional 24,946 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 1.0% of Wellington Shields Capital Management LLC’s holdings, making the stock its 20th biggest position. Wellington Shields Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,160,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of TSM. New Vernon Capital Holdings II LLC boosted its position in Taiwan Semiconductor Manufacturing by 16,500.0% during 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. grew its stake in shares of Taiwan Semiconductor Manufacturing by 55.6% in the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock valued at $2,872,814,000 after buying an additional 6,180,445 shares in the last quarter. Nuveen LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at $482,676,000. Jennison Associates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 36.8% in the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after buying an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. grew its stake in shares of Taiwan Semiconductor Manufacturing by 31.5% in the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock valued at $1,471,426,000 after buying an additional 2,121,758 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, October 24th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Needham & Company LLC reiterated a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Six research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $300.49 on Monday. The firm has a market cap of $1.56 trillion, a P/E ratio of 30.82, a price-to-earnings-growth ratio of 1.02 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The business’s fifty day moving average is $274.26 and its 200-day moving average is $233.26.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.33. The company had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% on a year-over-year basis. During the same period in the prior year, the firm posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 annualized dividend and a yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 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.