Amundi Has $265.58 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Amundi increased its stake in Taiwan Semiconductor Manufacturing Company by 4.5% in Q1, owning 1,687,487 shares valued at approximately $265.58 million.
• The company reported earnings of $2.47 per share for the last quarter, exceeding estimates, with a revenue of $30.07 billion, which is a year-over-year increase of 44.4%.
• Taiwan Semiconductor Manufacturing announced a quarterly dividend of $0.8348, up from the previous $0.65, with an annualized yield of 1.4%.

Amundi raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 4.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,687,487 shares of the semiconductor company's stock after acquiring an additional 73,398 shares during the quarter. Amundi's holdings in Taiwan Semiconductor Manufacturing were worth $265,577,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. First Heartland Consultants Inc. increased its position in Taiwan Semiconductor Manufacturing by 4.2% in the 4th quarter. First Heartland Consultants Inc. now owns 1,236 shares of the semiconductor company's stock valued at $244,000 after acquiring an additional 50 shares in the last quarter. Formidable Asset Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.2% during the 4th quarter. Formidable Asset Management LLC now owns 1,606 shares of the semiconductor company's stock worth $317,000 after buying an additional 50 shares during the period. Connecticut Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 0.7% during the 4th quarter. Connecticut Wealth Management LLC now owns 7,416 shares of the semiconductor company's stock worth $1,465,000 after buying an additional 55 shares during the period. Brown Shipley& Co Ltd grew its position in shares of Taiwan Semiconductor Manufacturing by 1.4% during the 1st quarter. Brown Shipley& Co Ltd now owns 3,926 shares of the semiconductor company's stock worth $652,000 after buying an additional 55 shares during the period. Finally, WealthPlan Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.2% during the 1st quarter. WealthPlan Investment Management LLC now owns 1,847 shares of the semiconductor company's stock worth $307,000 after buying an additional 57 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Up 1.6%

Taiwan Semiconductor Manufacturing stock opened at $235.15 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. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28. The company's 50 day simple moving average is $235.88 and its 200 day simple moving average is $200.59. The firm has a market capitalization of $1.22 trillion, a price-to-earnings ratio of 26.81, a PEG ratio of 1.10 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating analysts' consensus estimates 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 analyst estimates of $28.50 billion. During the same quarter in the previous year, the firm posted $1.48 earnings per share. The business's revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a yield of 1.4%. Taiwan Semiconductor Manufacturing's payout ratio is presently 28.16%.

Analysts Set New Price Targets

Several equities research analysts have recently commented on TSM shares. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research report on Monday, July 14th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, August 31st. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Needham & Company LLC reiterated a "buy" rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Finally, Barclays reissued an "overweight" rating and set a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has a consensus rating of "Buy" and a consensus price target of $258.33.

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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