Vestmark Advisory Solutions Inc. Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Vestmark Advisory Solutions Inc. reduced its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 49.7% in the second quarter, according to its most recent filing with the SEC. The fund owned 33,011 shares of the semiconductor company’s stock after selling 32,678 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $7,477,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of TSM. Brighton Jones LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after acquiring an additional 1,892 shares during the last quarter. Nisa Investment Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 9.4% during the first quarter. Nisa Investment Advisors LLC now owns 2,317 shares of the semiconductor company’s stock valued at $386,000 after buying an additional 200 shares during the period. Allworth Financial LP grew its position in Taiwan Semiconductor Manufacturing by 1.5% in the 1st quarter. Allworth Financial LP now owns 30,911 shares of the semiconductor company’s stock valued at $5,075,000 after acquiring an additional 451 shares during the last quarter. Alps Advisors Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 37.1% in the first quarter. Alps Advisors Inc. now owns 5,964 shares of the semiconductor company’s stock worth $990,000 after purchasing an additional 1,613 shares during the last quarter. Finally, Cerity Partners LLC grew its stake in Taiwan Semiconductor Manufacturing by 13.2% in the 1st quarter. Cerity Partners LLC now owns 568,710 shares of the semiconductor company’s stock worth $94,407,000 after acquiring an additional 66,424 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Susquehanna increased their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research report on Friday, October 10th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, October 24th. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Finally, Needham & Company LLC reissued a “buy” rating and set a $360.00 price target 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, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $286.56 on Friday. The company has a market cap of $1.49 trillion, a P/E ratio of 29.39, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The firm’s 50-day moving average price is $279.96 and its 200-day moving average price is $237.07. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The company had revenue of $32.36 billion during 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%. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same period last year, the business earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. 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 dividend payout ratio is presently 26.97%.

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.