Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Meiji Yasuda Asset Management Co Ltd.

Key Points

• Meiji Yasuda Asset Management Co Ltd. has reduced its stake in Taiwan Semiconductor Manufacturing by 4.8%, now holding 25,818 shares valued at approximately $4.29 million.
• Several institutional investors have adjusted their positions in Taiwan Semiconductor, with DekaBank increasing its holdings by 0.9% and Quantbot Technologies boosting its stake by 452.2%.
• Taiwan Semiconductor has declared a quarterly dividend of $0.8348 per share, increasing from the previous dividend of $0.65, with the ex-dividend date set for December 11th.

Meiji Yasuda Asset Management Co Ltd. cut its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 4.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 25,818 shares of the semiconductor company's stock after selling 1,293 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.'s holdings in Taiwan Semiconductor Manufacturing were worth $4,286,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. DekaBank Deutsche Girozentrale boosted its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company's stock valued at $214,442,000 after purchasing an additional 11,693 shares in the last quarter. Pinnacle Investment Management Ltd acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $26,661,000. Quantbot Technologies LP boosted its holdings in Taiwan Semiconductor Manufacturing by 452.2% in the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company's stock valued at $7,873,000 after purchasing an additional 38,837 shares in the last quarter. Sentry LLC acquired a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $222,000. Finally, In Depth Partners LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 36.1% in the first quarter. In Depth Partners LLC now owns 73,757 shares of the semiconductor company's stock valued at $12,244,000 after purchasing an additional 19,547 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

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

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $246.91 on Tuesday. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $248.28. The stock has a 50 day moving average of $236.57 and a two-hundred day moving average of $201.22. The stock has a market cap of $1.28 trillion, a P/E ratio of 28.15, a P/E/G ratio of 1.16 and a beta of 1.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released 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 return on equity of 33.37% and a net margin of 42.91%.The business had revenue of $30.07 billion during the quarter, compared to analysts' expectations of $28.50 billion. During the same quarter in the prior year, the business earned $1.48 earnings per share. The company's quarterly revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders 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 dividend yield of 1.4%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) 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.

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