Belpointe Asset Management LLC Increases Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Belpointe Asset Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company by **23.4%**, acquiring an additional 2,149 shares during the second quarter, bringing its total holdings to 11,339 shares worth approximately **$2.57 million**.
• Several other hedge funds, including **Goldman Sachs Group Inc.** and **New Vernon Capital Holdings II LLC**, have significantly boosted their positions in Taiwan Semiconductor, indicating strong institutional interest in the company.
• The company recently announced a **dividend increase** from **$0.65 to $0.8348** per share, reflecting a commitment to returning value to shareholders, with a yield of **1.1%**.

Belpointe Asset Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 23.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,339 shares of the semiconductor company's stock after acquiring an additional 2,149 shares during the quarter. Belpointe Asset Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $2,568,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. New Vernon Capital Holdings II LLC boosted its stake in Taiwan Semiconductor Manufacturing by 16,500.0% in the 1st 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 holdings in shares of Taiwan Semiconductor Manufacturing by 55.6% in 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 buying an additional 6,180,445 shares in the last quarter. Nuveen LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth $482,676,000. Jennison Associates LLC grew its stake 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 valued at $1,578,499,000 after acquiring an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. increased its holdings in Taiwan Semiconductor Manufacturing by 31.5% in the 1st quarter. Alliancebernstein L.P. now owns 8,864,014 shares of the semiconductor company's stock valued at $1,471,426,000 after acquiring an additional 2,121,758 shares during the last quarter. Institutional investors own 16.51% of the company's stock.

Analysts Set New Price Targets

TSM has been the subject of several research reports. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a report on Monday, July 14th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a research note on Tuesday, September 16th. Weiss Ratings reiterated a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Saturday, September 27th. Finally, Needham & Company LLC reissued a "buy" rating and issued a $270.00 price objective 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 and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Moderate Buy" and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $302.36 on Tuesday. The firm has a market capitalization of $1.57 trillion, a PE ratio of 34.48, a PEG ratio of 1.39 and a beta of 1.28. The stock's fifty day moving average is $251.53 and its 200 day moving average is $214.43. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $307.30. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data 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 business had revenue of $30.07 billion for the quarter, compared to analysts' expectations of $28.50 billion. During the same quarter in the previous year, the business posted $1.48 earnings per share. The business's revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a $0.8348 dividend. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 29.99%.

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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