JTC Employer Solutions Trustee Ltd Has $13.83 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• JTC Employer Solutions Trustee Ltd reduced its stake in Taiwan Semiconductor Manufacturing Company by 12.8%, holding 61,101 shares worth approximately $13.83 million, making it 9th in their investment portfolio.
• Analysts are optimistic about Taiwan Semiconductor Manufacturing, with multiple brokerages raising their price targets, including Barclays from $330 to $355 and Susquehanna from $300 to $400, as the stock holds an average rating of "Moderate Buy".
• The company reported robust earnings, with $2.92 earnings per share for the quarter, exceeding estimates, and a quarterly revenue of $32.36 billion, marking a 40.1% year-over-year increase.

JTC Employer Solutions Trustee Ltd reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 12.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 61,101 shares of the semiconductor company's stock after selling 9,000 shares during the period. Taiwan Semiconductor Manufacturing accounts for 1.3% of JTC Employer Solutions Trustee Ltd's holdings, making the stock its 9th biggest holding. JTC Employer Solutions Trustee Ltd's holdings in Taiwan Semiconductor Manufacturing were worth $13,834,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. DekaBank Deutsche Girozentrale increased its position in shares of Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock worth $214,442,000 after acquiring an additional 11,693 shares in the last quarter. Powers Advisory Group LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $240,000. Hudson Edge Investment Partners Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 10.1% during the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company's stock worth $53,566,000 after acquiring an additional 21,648 shares in the last quarter. Quantbot Technologies LP grew its position in Taiwan Semiconductor Manufacturing by 452.2% in the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock worth $7,873,000 after purchasing an additional 38,837 shares in the last quarter. Finally, RFG Holdings Inc. grew its position in Taiwan Semiconductor Manufacturing by 66.1% in the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company's stock worth $883,000 after purchasing an additional 1,551 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on TSM. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an "overweight" rating in a research report on Friday. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a research report on Saturday. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an "outperform" rating for the company. Finally, Susquehanna upped their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a "positive" rating in a research report on Friday, October 10th. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Down 1.5%

TSM opened at $295.37 on Friday. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The stock has a market cap of $1.53 trillion, a price-to-earnings ratio of 30.29, a PEG ratio of 1.43 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The company's 50-day moving average price is $262.16 and its two-hundred day moving average price is $221.64.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. The firm had revenue of $32.36 billion for the quarter, compared to analysts' expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company's quarterly revenue was up 40.1% on a year-over-year basis. During the same period in the previous year, the company earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared 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 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 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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