AQR Capital Management LLC Acquires 125,277 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

AQR Capital Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 97.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 253,787 shares of the semiconductor company's stock after acquiring an additional 125,277 shares during the period. AQR Capital Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $40,956,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in TSM. Brighton Jones LLC grew its holdings in 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 buying an additional 1,892 shares in the last quarter. Fiduciary Trust Co grew its holdings in shares of Taiwan Semiconductor Manufacturing by 6.5% during the 4th quarter. Fiduciary Trust Co now owns 4,428 shares of the semiconductor company's stock worth $874,000 after purchasing an additional 271 shares in the last quarter. Ensign Peak Advisors Inc grew its holdings in shares of Taiwan Semiconductor Manufacturing by 578.7% during the 4th quarter. Ensign Peak Advisors Inc now owns 27,004 shares of the semiconductor company's stock worth $5,333,000 after purchasing an additional 23,025 shares in the last quarter. Focus Partners Wealth grew its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Focus Partners Wealth now owns 78,143 shares of the semiconductor company's stock worth $15,825,000 after purchasing an additional 4,676 shares in the last quarter. Finally, Guardian Wealth Advisors LLC NC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $314,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

TSM has been the topic of several research analyst reports. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Barclays restated an "overweight" rating and set a $240.00 price objective (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research note on Monday, July 14th. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Four equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $258.33.

Taiwan Semiconductor Manufacturing Stock Up 1.4%

Shares of NYSE:TSM traded up $3.50 during mid-day trading on Monday, hitting $246.91. 12,960,408 shares of the company traded hands, compared to its average volume of 9,579,977. The stock has a market cap of $1.28 trillion, a P/E ratio of 28.15, a P/E/G ratio of 1.16 and a beta of 1.23. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $248.28. The stock has a 50-day moving average price of $236.57 and a two-hundred day moving average price of $201.22.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors 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 yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is 28.16%.

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.