Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Schroder Investment Management Group

by · The Cerbat Gem

Schroder Investment Management Group grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 13.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,083,174 shares of the semiconductor company’s stock after purchasing an additional 840,025 shares during the period. Taiwan Semiconductor Manufacturing accounts for 1.4% of Schroder Investment Management Group’s portfolio, making the stock its 12th biggest position. Schroder Investment Management Group’s holdings in Taiwan Semiconductor Manufacturing were worth $1,604,268,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. 1248 Management LLC bought a new position in Taiwan Semiconductor Manufacturing in the first quarter worth about $28,000. Vision Financial Markets LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $33,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $33,000. First Command Advisory Services Inc. raised its stake in Taiwan Semiconductor Manufacturing by 174.1% during the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares in the last quarter. Finally, Keener Financial Planning LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at $39,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on TSM. Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating for the company. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research report on Friday. Needham & Company LLC reissued a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Finally, Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Six equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $371.67.

Check Out Our Latest Analysis on Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $292.00 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The stock has a market cap of $1.51 trillion, a P/E ratio of 29.95, a PEG ratio of 1.02 and a beta of 1.31. The company has a fifty day moving average price of $290.31 and a 200 day moving average price of $249.12. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business had revenue of $32.36 billion during the quarter, compared to analysts’ expectations of $951.89 billion. During the same quarter last year, the company earned $1.94 earnings per share. The firm’s revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Analysts anticipate 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 declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 26.97%.

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.

See Also

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).