Commerzbank Aktiengesellschaft FI Lowers Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Commerzbank Aktiengesellschaft FI reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 61.6% in the 2nd quarter, resulting in ownership of 2,994 shares valued at approximately $678,000.
• Multiple hedge funds have also adjusted their positions, with notable acquisitions by 1248 Management LLC and Signature Resources Capital Management LLC, highlighting increasing interest from institutional investors.
• Wall Street analysts remain optimistic with numerous upgrades, including target price increases by Susquehanna from $300.00 to $400.00, reflecting a collective average target price of $333.33.

Commerzbank Aktiengesellschaft FI lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 61.6% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 2,994 shares of the semiconductor company's stock after selling 4,800 shares during the quarter. Commerzbank Aktiengesellschaft FI's holdings in Taiwan Semiconductor Manufacturing were worth $678,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. 1248 Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $28,000. Signature Resources Capital Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 138.8% during the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock worth $32,000 after acquiring an additional 111 shares in the last quarter. Graybill Wealth Management LTD. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Vision Financial Markets LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Finally, Keener Financial Planning LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $39,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Wall Street Analyst Weigh In

TSM has been the topic of several research analyst reports. Needham & Company LLC reissued a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a "positive" rating in a research report on Friday. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday. They set an "outperform" rating on the stock. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an "overweight" rating in a research note on Thursday. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, August 31st. Five research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $333.33.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $281.08 on Friday. The stock has a market cap of $1.46 trillion, a P/E ratio of 32.05, a P/E/G ratio of 1.43 and a beta of 1.28. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The stock has a 50 day moving average of $255.91 and a two-hundred day moving average of $217.11. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $307.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating 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%.The company's revenue for the quarter was up 44.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, 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 business also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be issued 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 dividend yield of 1.2%. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 29.65%.

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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