Edmond DE Rothschild Holding S.A. Cuts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Edmond DE Rothschild Holding S.A. reduced its stake in Taiwan Semiconductor Manufacturing Company by 0.8%, selling 1,612 shares, and now holds 191,164 shares valued at approximately $31.7 million.
• The company reported a significant quarter, achieving $2.47 earnings per share and $30.07 billion in revenue, surpassing analysts' expectations.
• Taiwan Semiconductor announced an increased quarterly dividend of $0.8348 per share, reflecting a 1.4% yield and an increase from its previous dividend of $0.65.

Edmond DE Rothschild Holding S.A. decreased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.8% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 191,164 shares of the semiconductor company's stock after selling 1,612 shares during the period. Edmond DE Rothschild Holding S.A.'s holdings in Taiwan Semiconductor Manufacturing were worth $31,733,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in TSM. Brighton Jones LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after purchasing an additional 1,892 shares during the period. Cary Street Partners Financial LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $1,494,000. Cornerstone Select Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $953,000. CoreCap Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 21.3% in the fourth quarter. CoreCap Advisors LLC now owns 3,683 shares of the semiconductor company's stock valued at $727,000 after purchasing an additional 646 shares during the period. Finally, Concentric Capital Strategies LP grew its position in shares of Taiwan Semiconductor Manufacturing by 365.4% in the fourth quarter. Concentric Capital Strategies LP now owns 75,208 shares of the semiconductor company's stock valued at $14,853,000 after purchasing an additional 59,049 shares during the period. Hedge funds and other institutional investors own 16.51% of the company's stock.

Wall Street Analysts Forecast Growth

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

Taiwan Semiconductor Manufacturing Trading Up 3.3%

Shares of Taiwan Semiconductor Manufacturing stock traded up $7.81 on Friday, reaching $243.02. The company had a trading volume of 14,039,042 shares, compared to its average volume of 9,404,776. The firm's 50 day moving average price is $236.17 and its two-hundred day moving average price is $200.87. The firm has a market cap of $1.26 trillion, a PE ratio of 27.71, a PEG ratio of 1.12 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $248.28. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly 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 the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The business's revenue was up 44.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share 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 paid a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a yield of 1.4%. 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. Taiwan Semiconductor Manufacturing's payout ratio is currently 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.