US Bancorp DE Has $84.71 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• US Bancorp DE increased its stake in Taiwan Semiconductor Manufacturing Company by 0.6%, owning 374,026 shares valued at approximately $84.71 million as of the last quarter.
• The company reported earnings per share (EPS) of $2.47 for the latest quarter, exceeding analysts' estimate of $2.13, with a revenue of $30.07 billion—up 44.4% from the previous year.
• Taiwan Semiconductor Manufacturing will pay a quarterly dividend of $0.8348 on January 8th, up from its previous dividend of $0.65, reflecting a commitment to returning value to shareholders.

US Bancorp DE raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.6% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 374,026 shares of the semiconductor company's stock after buying an additional 2,084 shares during the quarter. US Bancorp DE's holdings in Taiwan Semiconductor Manufacturing were worth $84,714,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of TSM. New Vernon Capital Holdings II LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 16,500.0% during the 1st quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company's stock worth $1,113,373,000 after purchasing an additional 6,666,660 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 55.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company's stock worth $2,872,814,000 after purchasing an additional 6,180,445 shares in the last quarter. Nuveen LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth approximately $482,676,000. Jennison Associates LLC grew its holdings in shares of 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 purchasing an additional 2,559,512 shares in the last quarter. Finally, Alliancebernstein L.P. grew its holdings in shares of 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 purchasing an additional 2,121,758 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 1.5%

Shares of TSM opened at $299.90 on Friday. The stock has a fifty day moving average price of $255.00 and a two-hundred day moving average price of $216.42. 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 52-week low of $134.25 and a 52-week high of $307.30. The company has a market cap of $1.56 trillion, a price-to-earnings ratio of 34.20, a PEG ratio of 1.45 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter in the previous year, the company posted $1.48 EPS. The business's revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Shareholders of record on Thursday, December 11th will be given a $0.8348 dividend. This represents a $3.34 annualized dividend and a yield of 1.1%. The ex-dividend date 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 29.99%.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Weiss Ratings reissued a "hold (c+)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday. They issued an "outperform" rating on the stock. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the company an "overweight" rating in a research note on Thursday. Needham & Company LLC reaffirmed a "buy" rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Finally, Susquehanna boosted their price target 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. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $288.33.

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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