Clarendon Private LLC Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Clarendon Private LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 84.8%, bringing its total shareholdings to 2,745 shares valued at approximately $622,000.
• Other institutional investors, including Goldman Sachs and Price T Rowe Associates, have also raised their stakes significantly, indicating heightened institutional interest in Taiwan Semiconductor.
• The company reported a revenue of $30.07 billion for the last quarter, surpassing analysts' expectations, with a year-over-year revenue increase of 44.4% and a net margin of 42.91%.

Clarendon Private LLC grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 84.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,745 shares of the semiconductor company's stock after purchasing an additional 1,260 shares during the quarter. Clarendon Private LLC's holdings in Taiwan Semiconductor Manufacturing were worth $622,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Goldman Sachs Group Inc. raised 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 valued at $2,872,814,000 after acquiring an additional 6,180,445 shares in the last quarter. Price T Rowe Associates Inc. MD raised its holdings in shares of Taiwan Semiconductor Manufacturing by 19.1% in the first quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company's stock valued at $2,050,141,000 after acquiring an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 0.6% in the first quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company's stock valued at $1,608,551,000 after acquiring an additional 59,079 shares in the last quarter. Jennison Associates LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 36.8% in 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. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 31.5% in the first 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 in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

TSM has been the subject of several recent research reports. Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday. They issued an "outperform" rating for the company. Weiss Ratings restated a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a "positive" rating in a report on Friday. Barclays boosted 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. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of "Moderate Buy" and an average target price of $333.33.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $281.08 on Friday. The company has a market capitalization of $1.46 trillion, a PE ratio of 32.05, a P/E/G ratio of 1.34 and a beta of 1.28. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The company has a 50-day simple moving average of $255.91 and a two-hundred day simple moving average of $217.42. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $307.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping analysts' consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The business 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 earned $1.48 earnings per share. The company's revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. The ex-dividend date is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing's payout ratio is presently 29.65%.

About Taiwan Semiconductor Manufacturing

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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