Penserra Capital Management LLC Increases Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Penserra Capital Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 92,066 shares of the semiconductor company’s stock after purchasing an additional 8,038 shares during the period. Penserra Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $20,851,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Powers Advisory Group LLC purchased a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at $240,000. Hudson Edge Investment Partners Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 10.1% in the second 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 period. Quantbot Technologies LP lifted its position in shares of Taiwan Semiconductor Manufacturing by 452.2% during the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock valued at $7,873,000 after buying an additional 38,837 shares in the last quarter. RFG Holdings Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 66.1% during the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after buying an additional 1,551 shares in the last quarter. Finally, Duquesne Family Office LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 456.9% during 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 period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $286.56 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. The stock has a market capitalization of $1.49 trillion, a price-to-earnings ratio of 29.39, a PEG ratio of 1.02 and a beta of 1.31. The company has a fifty day moving average of $279.96 and a 200 day moving average of $237.07. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37.

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, 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 for the quarter, compared to analysts’ expectations of $951.89 billion. During the same quarter in the previous year, the company earned $1.94 EPS. The business’s quarterly revenue was up 40.1% compared to the same quarter last year. 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 fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. The ex-dividend date of this dividend is Thursday, December 11th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 26.97%.

Analysts Set New Price Targets

A number of equities research analysts have commented on TSM shares. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research note on Saturday, November 1st. Barclays raised 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. Needham & Company LLC restated a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating for the company. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 24th. Six analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $371.67.

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.