Gold Investment Management Ltd. Has $9.25 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Gold Investment Management Ltd. boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.8% in the second quarter, HoldingsChannel reports. The firm owned 41,008 shares of the semiconductor company’s stock after acquiring an additional 2,970 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 3.5% of Gold Investment Management Ltd.’s holdings, making the stock its 2nd largest holding. Gold Investment Management Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $9,247,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in TSM. New Vernon Capital Holdings II LLC grew its position in Taiwan Semiconductor Manufacturing by 16,500.0% in 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 purchasing an additional 6,666,660 shares during the period. Goldman Sachs Group Inc. grew its position in Taiwan Semiconductor Manufacturing by 55.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after purchasing an additional 6,180,445 shares during the period. Nuveen LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at $482,676,000. Jennison Associates LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 36.8% during the 1st quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after acquiring an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. grew its position in shares of 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 valued at $1,471,426,000 after acquiring an additional 2,121,758 shares during the period. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on TSM. Needham & Company LLC reissued a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Susquehanna boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research report on Monday, July 14th. Finally, Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, September 16th. Four equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target of $286.67.

Taiwan Semiconductor Manufacturing Trading Up 3.4%

Shares of Taiwan Semiconductor Manufacturing stock opened at $288.75 on Thursday. The company has a market capitalization of $1.50 trillion, a P/E ratio of 32.92, a P/E/G ratio of 1.33 and a beta of 1.28. 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 company has a fifty day moving average of $248.47 and a 200 day moving average of $211.44. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $290.48.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 29.42%.

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.