Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Angeles Wealth Management LLC

Key Points

• Angeles Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company by 31.6%, owning 5,541 shares valued at approximately $1.25 million after purchasing an additional 1,329 shares in the last quarter.
• Several major investors, including Goldman Sachs and Price T Rowe Associates, significantly expanded their investments in Taiwan Semiconductor, indicating robust institutional interest in the company.
• Analysts have raised their target prices on Taiwan Semiconductor Manufacturing, with Barclays and Susquehanna setting new targets of $330 and $400 respectively, reflecting a consensus rating of "Moderate Buy" and a target price of $363.33.

Angeles Wealth Management LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 31.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,541 shares of the semiconductor company's stock after purchasing an additional 1,329 shares during the period. Angeles Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,255,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of the business. Goldman Sachs Group Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 55.6% in the 1st 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 last quarter. Price T Rowe Associates Inc. MD lifted its stake in Taiwan Semiconductor Manufacturing by 19.1% during 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 acquiring an additional 1,984,835 shares in the last quarter. WCM Investment Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company's stock worth $2,299,108,000 after acquiring an additional 324,615 shares in the last quarter. Jennison Associates LLC lifted its stake 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 worth $1,578,499,000 after acquiring an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its stake 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 worth $1,471,426,000 after acquiring an additional 2,121,758 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on TSM shares. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an "overweight" rating in a research note on Thursday, October 9th. Susquehanna increased their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a "positive" rating in a research note on Friday, October 10th. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, October 8th. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $270.00 to $360.00 and gave the stock a "buy" rating in a research note on Thursday. Finally, Itau BBA Securities initiated coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an "outperform" rating on the stock. Five equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of "Moderate Buy" and a consensus price target of $363.33.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $299.63 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The firm has a market capitalization of $1.55 trillion, a P/E ratio of 34.17, a P/E/G ratio of 1.46 and a beta of 1.28. The business's 50-day moving average is $261.09 and its two-hundred day moving average is $220.77. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same quarter last year, the company earned $1.94 EPS. Taiwan Semiconductor Manufacturing's revenue for the quarter was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Analysts anticipate 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 disclosed 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. 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 (DPR) 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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