Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Evelyn Partners Investment Management LLP’s 4th Largest Position

Evelyn Partners Investment Management LLP grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 168.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 618,971 shares of the semiconductor company’s stock after acquiring an additional 388,799 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 6.3% of Evelyn Partners Investment Management LLP’s portfolio, making the stock its 4th biggest holding. Evelyn Partners Investment Management LLP’s holdings in Taiwan Semiconductor Manufacturing were worth $140,191,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the stock. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $33,000. First Command Advisory Services Inc. raised its position 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 during the last quarter. 1248 Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $28,000. Vision Financial Markets LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $33,000. Finally, VSM Wealth Advisory LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $50,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.9%

TSM stock opened at $275.01 on Friday. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company has a market cap of $1.43 trillion, a price-to-earnings ratio of 28.21, a PEG ratio of 1.02 and a beta of 1.31. The business has a fifty day simple moving average of $287.83 and a 200-day simple moving average of $245.25. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.59 by $0.33. The firm had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The firm’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors 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 of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 26.97%.

Analyst Ratings Changes

Several analysts have commented on the stock. Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Itau BBA Securities began coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They set an “outperform” rating on the stock. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company 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 research note on Saturday, November 1st. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday. Six analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $371.67.

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.