ABN AMRO Bank N.V. Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Market Beat
2025.11.21 08:05
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ABN AMRO Bank N.V. invested in Taiwan Semiconductor Manufacturing Company Ltd. (TSM), buying 130,419 shares worth $29.7M. Other investors like Goldman Sachs and Price T Rowe also increased their TSM holdings. TSM reported strong quarterly earnings, beating estimates, and raised its dividend. Analysts issued positive ratings, predicting TSM as a potential market leader.

ABN AMRO Bank N.V. purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 130,419 shares of the semiconductor company's stock, valued at approximately $29,713,000.

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A number of other institutional investors have also modified their holdings of TSM. Goldman Sachs Group Inc. lifted its position in 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 valued at $2,872,814,000 after acquiring an additional 6,180,445 shares during the last quarter. Price T Rowe Associates Inc. MD increased its position in shares of Taiwan Semiconductor Manufacturing by 19.1% during the first quarter. Price T Rowe Associates Inc. MD now owns 12,350,239 shares of the semiconductor company's stock worth $2,050,141,000 after purchasing an additional 1,984,835 shares in the last quarter. Jennison Associates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company's stock worth $2,728,478,000 after purchasing an additional 2,537,760 shares in the last quarter. WCM Investment Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company's stock valued at $2,299,108,000 after purchasing an additional 324,615 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its position 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 purchasing an additional 2,121,758 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 1.7%

Shares of Taiwan Semiconductor Manufacturing stock opened at $277.65 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $311.37. 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 $1.44 trillion, a PE ratio of 28.48, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. The firm has a fifty day moving average price of $287.51 and a 200 day moving average price of $244.57.

  • $14B Japanese Facility Signals TSMC's Bold AI Strategy

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, beating analysts' consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company's revenue was up 40.1% on a year-over-year basis. During the same quarter last year, the business posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities 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 company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 26.97%.

Wall Street Analyst Weigh In

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Several brokerages recently issued reports on TSM. Citigroup reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Needham & Company LLC restated a "buy" rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an "outperform" rating for the company. Finally, Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research note on Saturday, November 1st. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, the company currently has a consensus rating of "Buy" and a consensus target price of $371.67.

Get Our Latest Stock Report on TSM

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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