Myriad Asset Management US LP Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Myriad Asset Management US LP purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 28,528 shares of the semiconductor company’s stock, valued at approximately $6,461,000. Taiwan Semiconductor Manufacturing comprises 4.3% of Myriad Asset Management US LP’s holdings, making the stock its 5th largest position.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Park Capital Management LLC WI lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.8% in the 2nd quarter. Park Capital Management LLC WI now owns 2,167 shares of the semiconductor company’s stock valued at $491,000 after purchasing an additional 60 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 8.9% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 223,500 shares of the semiconductor company’s stock valued at $52,478,000 after purchasing an additional 18,355 shares during the last quarter. Atticus Wealth Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.2% in the 2nd quarter. Atticus Wealth Management LLC now owns 862 shares of the semiconductor company’s stock valued at $195,000 after purchasing an additional 87 shares during the last quarter. RFG Holdings Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 66.1% in the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after purchasing an additional 1,551 shares during the last quarter. Finally, HWG Holdings LP lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 1,312.4% in the 2nd quarter. HWG Holdings LP now owns 13,757 shares of the semiconductor company’s stock valued at $3,116,000 after purchasing an additional 12,783 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on TSM shares. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, May 22nd. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research note on Monday, July 14th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Finally, Needham & Company LLC reaffirmed 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, Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $286.67.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $262.63 on Thursday. The stock has a market cap of $1.36 trillion, a P/E ratio of 29.95, a P/E/G ratio of 1.24 and a beta of 1.23. 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’s 50 day simple moving average is $240.50 and its 200 day simple moving average is $204.49. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $266.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. The business had revenue of $30.07 billion for the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company’s revenue was up 44.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, equities analysts anticipate 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 announced 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 is a boost 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 yield of 1.3%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 29.42%.

About Taiwan Semiconductor Manufacturing

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.