Charles Schwab Investment Management Inc. Acquires Shares of 5,467 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Charles Schwab Investment Management Inc. purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,467 shares of the semiconductor company’s stock, valued at approximately $908,000.

Other hedge funds have also recently modified their holdings of the company. Goldman Sachs Group Inc. increased its stake in shares of Taiwan Semiconductor Manufacturing by 55.6% during the first quarter. Goldman Sachs Group Inc. now owns 17,306,108 shares of the semiconductor company’s stock worth $2,872,814,000 after buying an additional 6,180,445 shares during the period. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 36.8% in the first quarter. Jennison Associates LLC now owns 9,509,032 shares of the semiconductor company’s stock valued at $1,578,499,000 after acquiring an additional 2,559,512 shares during the period. Sarasin & Partners LLP acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at $362,773,000. GAMMA Investing LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 17,658.8% in the first quarter. GAMMA Investing LLC now owns 1,511,098 shares of the semiconductor company’s stock valued at $250,842,000 after buying an additional 1,502,589 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. increased its position in Taiwan Semiconductor Manufacturing by 103.2% during the 1st quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,744,657 shares of the semiconductor company’s stock worth $455,613,000 after purchasing an additional 1,394,081 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on TSM. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Barclays reaffirmed an “overweight” rating and issued a $240.00 target price (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday. Finally, Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research report on Monday, July 14th. Four analysts have rated the stock with a Buy rating, According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $258.33.

Taiwan Semiconductor Manufacturing Stock Down 1.1%

Shares of NYSE:TSM opened at $228.36 on Wednesday. The company has a market capitalization of $1.18 trillion, a PE ratio of 26.04, a price-to-earnings-growth ratio of 1.10 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $248.28. The company has a fifty day moving average of $235.48 and a 200-day moving average of $200.16. 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 (NYSE:TSM) last announced its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating 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 33.37%. The business had revenue of $30.07 billion for the quarter, compared to analysts’ expectations of $28.50 billion. During the same quarter last year, the firm earned $1.48 EPS. The firm’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. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.5%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 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.