Permanens Capital L.P. Has $833,000 Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Permanens Capital L.P. lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 39.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,006 shares of the semiconductor company’s stock after buying an additional 1,417 shares during the quarter. Permanens Capital L.P.’s holdings in Taiwan Semiconductor Manufacturing were worth $833,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of TSM. Brighton Jones LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares during the period. CoreCap Advisors LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 21.3% during the 4th quarter. CoreCap Advisors LLC now owns 3,683 shares of the semiconductor company’s stock worth $727,000 after buying an additional 646 shares during the period. First Manhattan CO. LLC. grew its position in shares of Taiwan Semiconductor Manufacturing by 50.0% during the 4th quarter. First Manhattan CO. LLC. now owns 35,793 shares of the semiconductor company’s stock worth $7,091,000 after buying an additional 11,926 shares during the period. Fiduciary Trust Co grew its position in shares of Taiwan Semiconductor Manufacturing by 6.5% during the 4th quarter. Fiduciary Trust Co now owns 4,428 shares of the semiconductor company’s stock worth $874,000 after buying an additional 271 shares during the period. Finally, Eschler Asset Management LLP acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $789,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $243.02 on Friday. 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 Company Ltd. has a twelve month low of $134.25 and a twelve month high of $248.28. The firm’s 50 day moving average price is $236.17 and its two-hundred day moving average price is $200.87. The firm has a market cap of $1.26 trillion, a P/E ratio of 27.71, a PEG ratio of 1.12 and a beta of 1.23.

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 analysts’ consensus estimates 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 firm had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. During the same quarter in the previous year, the firm posted $1.48 earnings per share. The business’s revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a yield of 1.4%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 28.16%.

Wall Street Analysts Forecast Growth

TSM has been the subject of several analyst reports. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Barclays reissued an “overweight” rating and set a $240.00 price objective (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Susquehanna lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research note on Monday, July 14th. Finally, Needham & Company LLC reissued a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Four analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $258.33.

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.