First Eagle Investment Management LLC Buys 1,047,777 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First Eagle Investment Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.6% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,693,025 shares of the semiconductor company’s stock after purchasing an additional 1,047,777 shares during the period. Taiwan Semiconductor Manufacturing accounts for 3.0% of First Eagle Investment Management LLC’s holdings, making the stock its 6th biggest position. First Eagle Investment Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,515,903,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in TSM. 1248 Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at $28,000. Graybill Wealth Management LTD. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Vision Financial Markets LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $33,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $33,000. Finally, First Command Advisory Services Inc. lifted its stake in Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after purchasing an additional 101 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $288.85 on Friday. The stock has a 50 day simple moving average of $278.84 and a 200 day simple moving average of $236.11. The stock has a market cap of $1.50 trillion, a P/E ratio of 29.63, a PEG ratio of 1.02 and a beta of 1.31. 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 current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. During the same quarter last year, the business earned $1.94 EPS. The company’s quarterly revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Research 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 disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a $0.8348 dividend. The ex-dividend date of this dividend is Thursday, December 11th. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is presently 26.97%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Needham & Company LLC reissued a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Susquehanna lifted their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 24th. Six equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $371.67.

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.