Y.D. More Investments Ltd Buys 13,634 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Y.D. More Investments Ltd boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 113,458 shares of the semiconductor company’s stock after buying an additional 13,634 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 1.8% of Y.D. More Investments Ltd’s holdings, making the stock its 12th largest holding. Y.D. More Investments Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $25,695,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Goldman Sachs Group Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 55.6% during 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 acquiring an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD grew its position in shares of Taiwan Semiconductor Manufacturing by 19.1% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company’s stock worth $2,050,141,000 after buying an additional 1,984,835 shares during the period. Jennison Associates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after buying an additional 2,537,760 shares during the last quarter. WCM Investment Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 3.3% in the second quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after buying an additional 324,615 shares during the period. Finally, Alliancebernstein L.P. grew its holdings in Taiwan Semiconductor Manufacturing by 31.5% during the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company’s stock worth $1,471,426,000 after acquiring an additional 2,121,758 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 0.9%

Taiwan Semiconductor Manufacturing stock opened at $284.79 on Friday. The company has a 50 day moving average of $285.44 and a 200-day moving average of $242.07. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The stock has a market capitalization of $1.48 trillion, a PE ratio of 29.21, a price-to-earnings-growth 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, beating the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm’s revenue was up 40.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities research analysts anticipate 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 declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Needham & Company LLC reiterated a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Finally, Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Moderate Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Company 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.