AMF Tjanstepension AB Acquires 225,732 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• AMF Tjanstepension AB increased its stake in Taiwan Semiconductor Manufacturing Company by 14.2%, acquiring an additional 225,732 shares, bringing its total holdings to 1,815,014 shares worth approximately $411,175,000.
• Analyst ratings for Taiwan Semiconductor Manufacturing are generally positive, with upgrades by multiple brokerages leading to a consensus target price of $286.67 and a rating of "Moderate Buy."
• The company announced an increase in its quarterly dividend to $0.8348, effective January 8th, reflecting sustained profitability with a net margin of 42.91% and revenue growth of 44.4% year-over-year.

AMF Tjanstepension AB grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 14.2% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,815,014 shares of the semiconductor company's stock after purchasing an additional 225,732 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 2.7% of AMF Tjanstepension AB's investment portfolio, making the stock its 9th biggest holding. AMF Tjanstepension AB's holdings in Taiwan Semiconductor Manufacturing were worth $411,175,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently 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 purchasing an additional 11,693 shares during the last quarter. Powers Advisory Group LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $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 purchasing 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 purchasing 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 purchasing an additional 1,551 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on TSM. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Weiss Ratings restated a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Saturday, September 27th. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a report on Tuesday, September 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Finally, Needham & Company LLC restated a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Four analysts have rated the stock with a Buy rating and one has given a Hold rating to the company's stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of "Moderate Buy" and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $292.42 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $296.72. The company has a market cap of $1.52 trillion, a P/E ratio of 33.34, a P/E/G ratio of 1.37 and a beta of 1.28. The firm's fifty day moving average price is $250.34 and its two-hundred day moving average price is $213.03. 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 released its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The firm had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. During the same period in the previous year, the company earned $1.48 earnings per share. The company's quarterly revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities 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 disclosed 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. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 29.99%.

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.

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