Lansforsakringar Fondforvaltning AB publ Grows Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Lansforsakringar Fondforvaltning AB increased its stake in Taiwan Semiconductor Manufacturing Company by 2.1%, owning 137,530 shares valued at approximately $22.83 million as of the latest filing.
• Goldman Sachs Group Inc. significantly raised its position in Taiwan Semiconductor by 55.6%, now holding over 17 million shares worth nearly $2.87 billion.
• The company reported strong quarterly earnings with an EPS of $2.47, surpassing estimates, and announced an increase in its dividend to $0.8348 per share.

Lansforsakringar Fondforvaltning AB publ lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.1% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 137,530 shares of the semiconductor company's stock after purchasing an additional 2,869 shares during the period. Lansforsakringar Fondforvaltning AB publ's holdings in Taiwan Semiconductor Manufacturing were worth $22,830,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. 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 worth $2,872,814,000 after acquiring an additional 6,180,445 shares during the period. Price T Rowe Associates Inc. MD increased its stake in shares of Taiwan Semiconductor Manufacturing by 19.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company's stock worth $2,050,141,000 after purchasing an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 0.6% in 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 purchasing an additional 59,079 shares during the period. Jennison Associates LLC lifted its position in Taiwan Semiconductor Manufacturing by 36.8% during 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 purchasing an additional 2,559,512 shares in the last quarter. Finally, Janus Henderson Group PLC grew its holdings in Taiwan Semiconductor Manufacturing by 13.8% during the fourth quarter. Janus Henderson Group PLC now owns 7,381,233 shares of the semiconductor company's stock valued at $1,457,912,000 after purchasing an additional 895,379 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $238.42 on Friday. 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 stock has a market capitalization of $1.24 trillion, a price-to-earnings ratio of 27.19, a PEG ratio of 1.14 and a beta of 1.19. The company has a fifty day moving average of $234.47 and a 200 day moving average of $199.68. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, beating 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 business had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter in the prior year, the firm earned $1.48 EPS. The business's revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 28.16%.

Wall Street Analyst Weigh In

Several research firms have recently commented on TSM. Needham & Company LLC reaffirmed a "buy" rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Barclays restated an "overweight" rating and set a $240.00 target price (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a "buy" rating to a "hold" rating in a report on Saturday, August 23rd. Finally, Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a research note on Monday, July 14th. Four analysts have rated the stock with a Buy rating, According to MarketBeat, the stock currently has an average rating of "Buy" and a consensus target price of $258.33.

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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