Evelyn Partners Asset Management Ltd Buys New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Evelyn Partners Asset Management Ltd purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 13,285 shares of the semiconductor company’s stock, valued at approximately $3,009,000. Taiwan Semiconductor Manufacturing accounts for about 0.7% of Evelyn Partners Asset Management Ltd’s investment portfolio, making the stock its 23rd largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Powers Advisory Group LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at $240,000. Hudson Edge Investment Partners Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 10.1% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after purchasing an additional 21,648 shares during the period. Quantbot Technologies LP raised its position in Taiwan Semiconductor Manufacturing by 452.2% in the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock valued at $7,873,000 after purchasing an additional 38,837 shares in the last quarter. RFG Holdings Inc. boosted its stake 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 buying an additional 1,551 shares during the period. Finally, Duquesne Family Office LLC grew 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 worth $99,397,000 after buying an additional 491,265 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $275.01 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37. The firm has a market capitalization of $1.43 trillion, a P/E ratio of 28.21, a P/E/G ratio of 1.02 and a beta of 1.31. 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 company’s fifty day moving average price is $287.83 and its 200 day moving average price is $245.25.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. During the same quarter in the prior year, the firm posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing’s revenue for the quarter was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.4%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

Wall Street Analyst Weigh In

TSM has been the topic of several analyst reports. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Six analysts have rated the stock with a Buy rating, Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus target price 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.