Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Hudson Edge Investment Partners Inc.'s 3rd Largest Position

Key Points

• Hudson Edge Investment Partners Inc. has increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 10.1%, making it the firm's third largest position.
• Wall Street analysts have a consensus "Buy" rating on Taiwan Semiconductor with a target price averaging $286.67.
• The company recently announced a dividend increase to $0.8348 per share, reflecting a positive change from the previous quarterly dividend of $0.65.

Hudson Edge Investment Partners Inc. increased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 10.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 236,503 shares of the semiconductor company's stock after acquiring an additional 21,648 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 9.2% of Hudson Edge Investment Partners Inc.'s portfolio, making the stock its 3rd largest position. Hudson Edge Investment Partners Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $53,566,000 as of its most recent filing with the SEC.

Several other institutional investors have also added to or reduced their stakes in TSM. Brighton Jones LLC boosted its position in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after buying an additional 1,892 shares during the period. Merit Financial Group LLC boosted its position in Taiwan Semiconductor Manufacturing by 78.2% during the first quarter. Merit Financial Group LLC now owns 19,488 shares of the semiconductor company's stock valued at $3,235,000 after buying an additional 8,551 shares during the period. RFG Advisory LLC boosted its position in Taiwan Semiconductor Manufacturing by 14.3% during the first quarter. RFG Advisory LLC now owns 9,637 shares of the semiconductor company's stock valued at $1,600,000 after buying an additional 1,203 shares during the period. Hennion & Walsh Asset Management Inc. boosted its position in Taiwan Semiconductor Manufacturing by 13.9% during the first quarter. Hennion & Walsh Asset Management Inc. now owns 13,156 shares of the semiconductor company's stock valued at $2,184,000 after buying an additional 1,605 shares during the period. Finally, Matrix Trust Co boosted its position in Taiwan Semiconductor Manufacturing by 53.0% during the first quarter. Matrix Trust Co now owns 1,314 shares of the semiconductor company's stock valued at $218,000 after buying an additional 455 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on TSM. Needham & Company LLC reiterated a "buy" rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, July 17th. Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an "overweight" rating in a report on Tuesday, September 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, August 31st. Finally, Susquehanna increased their target price on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a "positive" rating in a report on Monday, July 14th. Four equities research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average price target of $286.67.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $288.24 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $296.72. The company has a market cap of $1.49 trillion, a P/E ratio of 32.87, a PEG ratio of 1.37 and a beta of 1.28. The firm has a 50-day moving average of $249.40 and a 200 day moving average of $212.21. 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 (NYSE:TSM - Get Free Report) last released its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. During the same period in the prior year, the firm earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing's revenue was up 44.4% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, sell-side analysts forecast 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, January 8th. Shareholders of record on Thursday, December 11th will be paid a dividend of $0.8348 per share. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.65. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing's payout ratio is 29.42%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.