Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Boosted by Evelyn Partners Investment Management Services Ltd

Evelyn Partners Investment Management Services Ltd raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 190.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 138,040 shares of the semiconductor company’s stock after purchasing an additional 90,499 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 3.2% of Evelyn Partners Investment Management Services Ltd’s investment portfolio, making the stock its 8th biggest position. Evelyn Partners Investment Management Services Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $31,265,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Evelyn Partners Investment Management LLP grew its position in Taiwan Semiconductor Manufacturing by 168.9% in the second quarter. Evelyn Partners Investment Management LLP now owns 618,971 shares of the semiconductor company’s stock worth $140,191,000 after acquiring an additional 388,799 shares during the period. Evelyn Partners Investment Management Europe Ltd boosted its stake in Taiwan Semiconductor Manufacturing by 154.5% during the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 4,591 shares of the semiconductor company’s stock worth $1,040,000 after buying an additional 2,787 shares during the period. Sfmg LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 42.2% during the second quarter. Sfmg LLC now owns 1,752 shares of the semiconductor company’s stock valued at $397,000 after acquiring an additional 520 shares during the last quarter. Evelyn Partners Asset Management Ltd purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at approximately $3,009,000. Finally, Journey Strategic Wealth LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 22.0% in the 2nd quarter. Journey Strategic Wealth LLC now owns 5,181 shares of the semiconductor company’s stock worth $1,174,000 after acquiring an additional 936 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 0.9%

Shares of NYSE TSM opened at $275.01 on Friday. 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 market capitalization of $1.43 trillion, a price-to-earnings ratio of 28.21, a price-to-earnings-growth 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 business has a 50-day moving average of $287.83 and a two-hundred day moving average of $245.25.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued 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 net margin of 43.72% and a return on equity of 36.06%. The business had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. During the same quarter in the previous year, the firm earned $1.94 EPS. The company’s revenue was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.4%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

Analyst Upgrades and Downgrades

TSM has been the subject of several research reports. Needham & Company LLC reiterated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Six research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus 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.