Virtus Family Office LLC lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 9.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,028 shares of the semiconductor company's stock after selling 2,490 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 6.7% of Virtus Family Office LLC's portfolio, making the stock its largest position. Virtus Family Office LLC's holdings in Taiwan Semiconductor Manufacturing were worth $5,233,000 at the end of the most recent quarter.

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Several other institutional investors have also recently made changes to their positions in TSM. New Vernon Capital Holdings II LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 16,500.0% in 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 acquiring an additional 6,666,660 shares in the last quarter. Goldman Sachs Group Inc. grew 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 worth $2,872,814,000 after acquiring an additional 6,180,445 shares in the last quarter. Nuveen LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth $482,676,000. Jennison Associates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 36.8% in 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. grew its stake in shares of Taiwan Semiconductor Manufacturing by 31.5% in 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 own 16.51% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on TSM. Needham & Company LLC reiterated a "buy" rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an "outperform" rating on the stock. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, October 24th. Finally, Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an "overweight" rating in a report on Friday, October 17th. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of "Buy" and a consensus price target of $371.67.

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View Our Latest Stock Report on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $305.23 on Thursday. The company has a market cap of $1.58 trillion, a PE ratio of 31.31, a price-to-earnings-growth ratio of 1.01 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $311.37. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The firm's 50-day simple moving average is $271.41 and its two-hundred day simple moving average is $230.66.

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Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company's revenue was up 40.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current 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 issued a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing's payout ratio is currently 26.67%.

Taiwan Semiconductor Manufacturing Company 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.

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