--- title: "Picton Mahoney Asset Management Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM)" type: "News" locale: "en" url: "https://longbridge.com/en/news/250553788.md" description: "Picton Mahoney Asset Management increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.5% in Q1, owning 89,861 shares valued at $14.9 million. Other institutional investors also raised their stakes, with Price T Rowe Associates increasing theirs by 67%. TSM's stock opened at $242.71, with a market cap of $1.26 trillion. The company reported $2.47 EPS, exceeding estimates, and declared a quarterly dividend of $0.6499. Analysts maintain a \"Moderate Buy\" consensus rating with a price target of $258.33." datetime: "2025-07-29T09:20:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/250553788.md) - [en](https://longbridge.com/en/news/250553788.md) - [zh-HK](https://longbridge.com/zh-HK/news/250553788.md) --- # Picton Mahoney Asset Management Increases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Picton Mahoney Asset Management increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 89,861 shares of the semiconductor company's stock after purchasing an additional 7,072 shares during the quarter. Picton Mahoney Asset Management's holdings in Taiwan Semiconductor Manufacturing were worth $14,916,000 as of its most recent filing with the Securities & Exchange Commission. - Taiwan Semiconductor Could Boom on This AI Action Plan A number of other hedge funds and other institutional investors also recently modified their holdings of TSM. Price T Rowe Associates Inc. MD boosted its stake in shares of Taiwan Semiconductor Manufacturing by 67.0% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 10,365,404 shares of the semiconductor company's stock valued at $2,047,065,000 after purchasing an additional 4,158,772 shares during the period. FMR LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter. FMR LLC now owns 58,547,257 shares of the semiconductor company's stock worth $11,562,498,000 after buying an additional 2,572,488 shares during the period. Jennison Associates LLC raised its holdings 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 valued at $1,578,499,000 after buying an additional 2,559,512 shares during the last quarter. Sarasin & Partners LLP purchased a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $362,773,000. Finally, Franklin Resources Inc. grew its holdings in Taiwan Semiconductor Manufacturing by 32.3% in the 4th quarter. Franklin Resources Inc. now owns 8,498,063 shares of the semiconductor company's stock worth $1,678,283,000 after acquiring an additional 2,074,329 shares during the last quarter. Institutional investors own 16.51% of the company's stock. ## Taiwan Semiconductor Manufacturing Trading Down 1.2% NYSE:TSM opened at $242.71 on Tuesday. The company has a 50-day moving average price of $218.46 and a 200-day moving average price of $194.90. The stock has a market cap of $1.26 trillion, a price-to-earnings ratio of 27.68, a P/E/G ratio of 1.18 and a beta of 1.29. The company has a current ratio of 2.39, a quick ratio of 2.18 and a debt-to-equity ratio of 0.22. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $133.57 and a 12 month high of $248.28. Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping 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 34.53%. The business had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. During the same period last year, the business posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing's quarterly revenue was up 44.4% compared to the same quarter last year. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year. ## Taiwan Semiconductor Manufacturing Cuts Dividend The company also recently declared a quarterly dividend, which will be paid on Thursday, October 9th. Investors of record on Tuesday, September 16th will be paid a $0.6499 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $2.60 annualized dividend and a yield of 1.07%. Taiwan Semiconductor Manufacturing's payout ratio is 28.16%. ## Analyst Upgrades and Downgrades - Forget the Hype—TSMC Is the AI Stock That Actually Delivers TSM has been the subject of several recent analyst reports. Needham & Company LLC reaffirmed a "buy" rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Susquehanna boosted their price target on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a "positive" rating in a report on Monday, July 14th. Barclays reiterated an "overweight" rating and issued a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, June 3rd. Finally, Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. One equities research analyst has rated the stock with a hold rating and four have issued a buy rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $258.33. **View Our Latest Report on TSM** ## Taiwan Semiconductor Manufacturing Profile (Free Report) 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. **Want to see what other hedge funds are holding TSM?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report). ## Should You Invest $1,000 in Taiwan Semiconductor Manufacturing Right Now? Before you consider Taiwan Semiconductor Manufacturing, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Taiwan Semiconductor Manufacturing wasn't on the list. While Taiwan Semiconductor Manufacturing currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys. ### Related Stocks - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [CSconnected supporting £436m for Welsh economy and 3140 jobs](https://longbridge.com/en/news/283479811.md) - [Qualcomm's stock soars as an AI opportunity emerges](https://longbridge.com/en/news/284224105.md) - [SanDisk (SNDK) Is About to Report Q3 Earnings This Week. Here Is What to Expect](https://longbridge.com/en/news/284185787.md) - [Trump Administration's Intel Stake Is Now Up 290% In Less Than A Year](https://longbridge.com/en/news/283921098.md) - [BUZZ-Street View: AI demand boosts Intel, but capacity limits loom](https://longbridge.com/en/news/283982891.md)