Generation Investment Management LLP Purchases 16,193 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Generation Investment Management LLP boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 297,088 shares of the semiconductor company’s stock after purchasing an additional 16,193 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 0.4% of Generation Investment Management LLP’s holdings, making the stock its 28th biggest position. Generation Investment Management LLP’s holdings in Taiwan Semiconductor Manufacturing were worth $67,287,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of TSM. Mid American Wealth Advisory Group Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $33,000. First Command Advisory Services Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after purchasing an additional 101 shares during the last quarter. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter worth $28,000. Graybill Wealth Management LTD. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter worth $33,000. Finally, Vision Financial Markets LLC bought a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at about $33,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Susquehanna boosted their target price 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. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating for the company. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Finally, Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Trading Down 0.9%

NYSE TSM opened at $286.56 on Monday. 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 stock’s 50 day moving average price is $279.96 and its two-hundred day moving average price is $238.24. The stock has a market capitalization of $1.49 trillion, a price-to-earnings ratio of 29.39, a PEG ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. The company’s revenue for the quarter was up 40.1% on a year-over-year basis. 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. As a group, 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 issued a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is currently 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.