Aberdeen Group plc Purchases 52,436 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Aberdeen Group plc increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (TSM) by 13.7%, purchasing an additional 52,436 shares and bringing its total ownership to 434,914 shares, valued at approximately $98.9 million.
• Taiwan Semiconductor reported a quarterly earnings per share (EPS) of $2.47, exceeding analyst expectations by $0.34, with revenues of $30.07 billion during the quarter.
• The company announced an increase in its dividend to $0.8348 per share, representing an annual yield of 1.2%, with the ex-dividend date set for December 11.

Aberdeen Group plc increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 434,914 shares of the semiconductor company's stock after purchasing an additional 52,436 shares during the quarter. Aberdeen Group plc's holdings in Taiwan Semiconductor Manufacturing were worth $98,926,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of TSM. New Vernon Capital Holdings II LLC lifted its position in Taiwan Semiconductor Manufacturing by 16,500.0% during the first 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. lifted its position in 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 worth $2,872,814,000 after purchasing an additional 6,180,445 shares during the period. Nuveen LLC bought a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth about $482,676,000. Jennison Associates LLC lifted its position in Taiwan Semiconductor Manufacturing by 36.8% during the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company's stock worth $1,578,499,000 after purchasing an additional 2,559,512 shares during the period. Finally, Alliancebernstein L.P. lifted its position in Taiwan Semiconductor Manufacturing by 31.5% during the first quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company's stock worth $1,471,426,000 after purchasing an additional 2,121,758 shares during the period. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Down 6.3%

Shares of NYSE TSM opened at $281.08 on Friday. The company has a 50 day simple moving average of $255.91 and a 200 day simple moving average of $217.11. The firm 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. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $307.30. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm's quarterly revenue was up 44.4% on a year-over-year basis. During the same quarter last year, the business earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a $0.8348 dividend. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 29.65%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on TSM. Needham & Company LLC reissued a "buy" rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday. They issued an "outperform" rating for the company. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Finally, Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an "overweight" rating in a report on Thursday. Five research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $333.33.

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.

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