Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Haven Global Partners LLC’s 7th Largest Position

Haven Global Partners LLC reduced its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.9% during the 2nd quarter, HoldingsChannel reports. The firm owned 21,490 shares of the semiconductor company’s stock after selling 206 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 3.8% of Haven Global Partners LLC’s investment portfolio, making the stock its 7th biggest holding. Haven Global Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $4,867,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. 17 Capital Partners LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 14.1% during the second quarter. 17 Capital Partners LLC now owns 1,818 shares of the semiconductor company’s stock worth $412,000 after buying an additional 225 shares during the last quarter. Main Management ETF Advisors LLC raised its stake in Taiwan Semiconductor Manufacturing by 1.7% during the 2nd quarter. Main Management ETF Advisors LLC now owns 13,194 shares of the semiconductor company’s stock valued at $2,988,000 after acquiring an additional 216 shares during the last quarter. Weaver Consulting Group acquired a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $203,000. EFG Asset Management Americas Corp. grew its stake in shares of Taiwan Semiconductor Manufacturing by 8.7% in the 2nd quarter. EFG Asset Management Americas Corp. now owns 17,421 shares of the semiconductor company’s stock valued at $3,946,000 after purchasing an additional 1,390 shares during the last quarter. Finally, Real Talk Capital LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $246,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $282.53 on Thursday. 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 Company Ltd. has a 52-week low of $134.25 and a 52-week high of $311.37. The company has a 50-day simple moving average of $287.14 and a 200-day simple moving average of $244.34. The company has a market capitalization of $1.47 trillion, a PE ratio of 28.98, a P/E/G ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share 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 company had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. During the same period in the prior year, the business posted $1.94 earnings per share. The firm’s revenue for the quarter was up 40.1% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities research 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 company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on TSM shares. Wall Street Zen downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, November 1st. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating on the stock. Finally, Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Five equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Moderate Buy” and a consensus 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.