Dakota Wealth Management Lowers Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Dakota Wealth Management has reduced its stake in Taiwan Semiconductor Manufacturing Company by 35.1%, leaving it with 11,674 shares valued at approximately $2.64 million.
• Multiple institutional investors have increased their stakes in Taiwan Semiconductor Manufacturing, with Goldman Sachs raising its position by 55.6% to own over 17 million shares.
• The company recently announced a quarterly dividend of $0.8348, reflecting an increase from the previous dividend, with a yield of 1.2%.

Dakota Wealth Management trimmed its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 35.1% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 11,674 shares of the semiconductor company's stock after selling 6,312 shares during the period. Dakota Wealth Management's holdings in Taiwan Semiconductor Manufacturing were worth $2,644,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in the stock. Goldman Sachs Group Inc. raised its position in 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 purchasing an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD grew its stake 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 buying an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 0.6% during the 1st quarter. WCM Investment Management LLC now owns 9,734,044 shares of the semiconductor company's stock worth $1,608,551,000 after acquiring an additional 59,079 shares in the last quarter. Jennison Associates LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 36.8% during the 1st 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 during the period. Finally, Alliancebernstein L.P. boosted its holdings in Taiwan Semiconductor Manufacturing by 31.5% during 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 period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. Wall Street Zen upgraded shares of 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 shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an "overweight" rating in a report on Tuesday, September 16th. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Finally, Needham & Company LLC reissued a "buy" rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Four research analysts have rated the stock with a Buy rating, According to MarketBeat, the company has an average rating of "Buy" and an average price target of $286.67.

Taiwan Semiconductor Manufacturing Stock Down 1.4%

TSM stock opened at $276.69 on Friday. The company's 50 day moving average price is $245.24 and its 200 day moving average price is $208.53. The firm has a market capitalization of $1.44 trillion, a price-to-earnings ratio of 31.55, a PEG ratio of 1.33 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $286.00. 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 results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate 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 company had revenue of $30.07 billion during the quarter, compared to analysts' expectations of $28.50 billion. During the same quarter in the previous year, the business posted $1.48 EPS. The firm's revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, equities research analysts anticipate 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 announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a $0.8348 dividend. This represents a $3.34 annualized dividend and a yield of 1.2%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 29.42%.

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.

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