Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Zweig DiMenna Associates LLC’s 5th Largest Position

Zweig DiMenna Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 176.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 201,845 shares of the semiconductor company’s stock after buying an additional 128,710 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 4.3% of Zweig DiMenna Associates LLC’s portfolio, making the stock its 5th largest position. Zweig DiMenna Associates LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $45,716,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC grew its position in Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Golden State Wealth Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 47.3% in the first quarter. Golden State Wealth Management LLC now owns 2,275 shares of the semiconductor company’s stock worth $378,000 after buying an additional 731 shares during the period. Private Trust Co. NA boosted its position in shares of Taiwan Semiconductor Manufacturing by 22.2% in the first quarter. Private Trust Co. NA now owns 3,147 shares of the semiconductor company’s stock worth $522,000 after buying an additional 572 shares during the period. Novem Group boosted its position in shares of Taiwan Semiconductor Manufacturing by 85.0% in the first quarter. Novem Group now owns 1,752 shares of the semiconductor company’s stock worth $291,000 after buying an additional 805 shares during the period. Finally, Mutual Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 22.5% in the first quarter. Mutual Advisors LLC now owns 9,077 shares of the semiconductor company’s stock worth $1,499,000 after buying an additional 1,665 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, October 24th. 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. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Barclays boosted their price objective on shares of 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 investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $300.49 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37. The stock’s 50-day moving average is $274.26 and its two-hundred day moving average is $232.69. The firm has a market cap of $1.56 trillion, a P/E ratio of 30.82, a PEG ratio of 1.02 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to analysts’ expectations 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 posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. 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 firm also recently announced a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 26.97%.

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.