Hudson Edge Investment Partners Inc. Has $53.57 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hudson Edge Investment Partners Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.1% in the second quarter, Holdings Channel.com reports. The firm owned 236,503 shares of the semiconductor company’s stock after purchasing an additional 21,648 shares during the period. Taiwan Semiconductor Manufacturing comprises 9.2% of Hudson Edge Investment Partners Inc.’s portfolio, making the stock its 3rd largest holding. Hudson Edge Investment Partners Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $53,566,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. DekaBank Deutsche Girozentrale increased its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock valued at $214,442,000 after purchasing an additional 11,693 shares in the last quarter. Powers Advisory Group LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $240,000. Quantbot Technologies LP increased its position in shares of Taiwan Semiconductor Manufacturing by 452.2% during the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock valued at $7,873,000 after acquiring an additional 38,837 shares in the last quarter. RFG Holdings Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 66.1% during the second quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after acquiring an additional 1,551 shares in the last quarter. Finally, Duquesne Family Office LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 456.9% during the first quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock valued at $99,397,000 after acquiring an additional 491,265 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.1%

Shares of TSM stock opened at $288.24 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $296.72. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The firm’s 50 day moving average is $249.40 and its 200 day moving average is $212.21. The stock has a market capitalization of $1.49 trillion, a P/E ratio of 32.87, a P/E/G ratio of 1.37 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping 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 company had revenue of $30.07 billion for the quarter, compared to analysts’ expectations of $28.50 billion. During the same quarter last year, the company posted $1.48 earnings per share. The firm’s quarterly revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a $0.8348 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 29.42%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Susquehanna raised their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research report on Monday, July 14th. Needham & Company LLC reissued a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, September 16th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Four investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $286.67.

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.