DSM Capital Partners LLC Sells 561 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

DSM Capital Partners LLC trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.3% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 42,037 shares of the semiconductor company’s stock after selling 561 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 0.1% of DSM Capital Partners LLC’s holdings, making the stock its 27th biggest holding. DSM Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,521,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. DekaBank Deutsche Girozentrale raised its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock valued at $214,442,000 after buying an additional 11,693 shares during the last quarter. Powers Advisory Group LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $240,000. Hudson Edge Investment Partners Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 10.1% in the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock valued at $53,566,000 after buying an additional 21,648 shares during the last quarter. Quantbot Technologies LP raised its holdings in shares of Taiwan Semiconductor Manufacturing by 452.2% in 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. Finally, RFG Holdings Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 66.1% in the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after buying an additional 1,551 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $281.08 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The stock has a market cap of $1.46 trillion, a PE ratio of 32.05, a price-to-earnings-growth ratio of 1.43 and a beta of 1.28. The stock has a 50-day moving average of $255.91 and a 200-day moving average of $217.11. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $307.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. The company had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.Taiwan Semiconductor Manufacturing’s revenue was up 44.4% on a year-over-year basis. During the same period in the prior year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, sell-side 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 business 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 $0.8348 dividend. 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. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 29.65%.

Analysts Set New Price Targets

TSM has been the subject of several recent research reports. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, August 31st. Needham & Company LLC reissued a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday. They set an “outperform” rating for the company. Susquehanna boosted their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Moderate Buy” and an average price target of $333.33.

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.