Fourpath Capital Management LLC Trims Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fourpath Capital Management LLC decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 29.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,190 shares of the semiconductor company’s stock after selling 494 shares during the quarter. Fourpath Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $270,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Mengis Capital Management Inc. purchased a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth about $647,000. Baskin Financial Services Inc. bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $28,914,000. Birch Capital Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3.5% in the second quarter. Birch Capital Management LLC now owns 19,623 shares of the semiconductor company’s stock worth $4,444,000 after acquiring an additional 664 shares during the period. Stiles Financial Services Inc bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $321,000. Finally, Triodos Investment Management BV boosted its stake in shares of Taiwan Semiconductor Manufacturing by 0.4% in the second quarter. Triodos Investment Management BV now owns 251,853 shares of the semiconductor company’s stock worth $57,042,000 after acquiring an additional 900 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. Needham & Company LLC reaffirmed a “buy” rating and issued a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $330.00 and gave the stock an “overweight” rating in a research note on Thursday. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday. They issued an “outperform” rating for the company. Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $333.33.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $281.08 on Friday. The company has a market cap of $1.46 trillion, a price-to-earnings ratio of 32.05, a PEG ratio of 1.43 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $307.30. The firm’s fifty day moving average is $255.91 and its 200 day moving average is $217.11. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company’s revenue for the quarter was up 44.4% on a year-over-year basis. During the same period last year, the company earned $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Stockholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 29.65%.

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.