UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• UBS Asset Management raised its holdings in Taiwan Semiconductor Manufacturing Company (TSMC) by 20.9% in the first quarter, bringing the total shares owned to 1,921,428, valued at approximately $318.96 million.
• Numerous institutional investors have increased their stakes in TSMC, with City Holding Co. boosting its position by 238.0%, now owning 169 shares valued at $28,000.
• TSMC recently announced a quarterly dividend increase to $0.8348 per share, reflecting a positive shift from its previous dividend of $0.65, with an annual yield of 1.3%.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 20.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,921,428 shares of the semiconductor company's stock after purchasing an additional 331,541 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC's holdings in Taiwan Semiconductor Manufacturing were worth $318,957,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. City Holding Co. boosted its position in Taiwan Semiconductor Manufacturing by 238.0% in the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company's stock valued at $28,000 after buying an additional 119 shares during the last quarter. Signature Resources Capital Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 138.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company's stock valued at $32,000 after buying an additional 111 shares during the last quarter. Graybill Wealth Management LTD. purchased a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Vision Financial Markets LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Finally, Mpwm Advisory Solutions LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $40,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

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

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $260.40 on Thursday. The firm has a market cap of $1.35 trillion, a PE ratio of 29.69, a price-to-earnings-growth ratio of 1.19 and a beta of 1.23. The firm's 50-day simple moving average is $237.62 and its 200-day simple moving average is $201.97. 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 Company Ltd. has a 1 year low of $134.25 and a 1 year high of $264.58.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its 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 analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company's revenue for the quarter was up 44.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities 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 firm also recently disclosed 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 1.3%. This is a positive change 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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