Charles Lim Capital Ltd Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Charles Lim Capital Ltd purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, HoldingsChannel reports. The firm purchased 200,000 shares of the semiconductor company’s stock, valued at approximately $45,298,000. Taiwan Semiconductor Manufacturing makes up 11.3% of Charles Lim Capital Ltd’s investment portfolio, making the stock its 4th largest position.

A number of other hedge funds have also recently added to or reduced their stakes in TSM. 1248 Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth approximately $28,000. Vision Financial Markets LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter valued at $33,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter worth $33,000. First Command Advisory Services Inc. lifted its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 101 shares in the last quarter. Finally, Keener Financial Planning LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at $39,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on TSM shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday. Needham & Company LLC reiterated a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Susquehanna increased their price objective 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. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Six analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $290.53 on Thursday. The stock has a 50 day moving average of $289.32 and a 200 day moving average of $248.10. The company has a market capitalization of $1.51 trillion, a price-to-earnings ratio of 29.80, a PEG ratio of 1.02 and a beta of 1.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month 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 earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. Taiwan Semiconductor Manufacturing’s revenue was up 40.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. This represents a $3.87 annualized dividend and a dividend yield of 1.3%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 26.97%.

Taiwan Semiconductor Manufacturing Company 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.