Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Portside Wealth Group LLC

Portside Wealth Group LLC lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 26.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,708 shares of the semiconductor company’s stock after selling 960 shares during the period. Portside Wealth Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $613,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Powers Advisory Group LLC acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter worth about $240,000. Hudson Edge Investment Partners Inc. lifted 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 buying an additional 21,648 shares during the last quarter. Quantbot Technologies LP grew its position in shares of Taiwan Semiconductor Manufacturing by 452.2% in the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after acquiring an additional 38,837 shares in the last quarter. RFG Holdings Inc. grew its position 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 worth $883,000 after acquiring an additional 1,551 shares in the last quarter. Finally, Duquesne Family Office LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 456.9% in the 1st 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 during the last quarter. 16.51% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several brokerages recently issued reports on TSM. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Barclays raised their price target 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. Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, November 13th. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $371.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $278.21 on Wednesday. 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 firm has a market capitalization of $1.44 trillion, a PE ratio of 28.53, a P/E/G 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 business’s fifty day moving average price is $286.69 and its two-hundred day moving average price is $244.07.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This is a positive change 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 yield of 1.4%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 26.97%.

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.