Permanens Capital L.P. Acquires 1,417 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Permanens Capital L.P. lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 39.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,006 shares of the semiconductor company’s stock after purchasing an additional 1,417 shares during the quarter. Permanens Capital L.P.’s holdings in Taiwan Semiconductor Manufacturing were worth $833,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Plancorp LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 84.8% in the first quarter. Plancorp LLC now owns 2,388 shares of the semiconductor company’s stock worth $396,000 after purchasing an additional 1,096 shares in the last quarter. Nissay Asset Management Corp Japan ADV lifted its position in shares of Taiwan Semiconductor Manufacturing by 79.8% in the first quarter. Nissay Asset Management Corp Japan ADV now owns 120,985 shares of the semiconductor company’s stock worth $20,084,000 after purchasing an additional 53,713 shares in the last quarter. New Vernon Capital Holdings II LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 16,500.0% in the first quarter. New Vernon Capital Holdings II LLC now owns 6,707,064 shares of the semiconductor company’s stock worth $1,113,373,000 after purchasing an additional 6,666,660 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 13.8% in the first quarter. NewEdge Advisors LLC now owns 155,849 shares of the semiconductor company’s stock worth $25,871,000 after purchasing an additional 18,925 shares in the last quarter. Finally, Night Owl Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing by 4.1% during the first quarter. Night Owl Capital Management LLC now owns 151,056 shares of the semiconductor company’s stock worth $25,075,000 after acquiring an additional 5,968 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $243.02 on Friday. The firm has a market capitalization of $1.26 trillion, a PE ratio of 27.71, a PEG ratio of 1.12 and a beta of 1.23. The company’s 50-day moving average is $236.17 and its 200-day moving average is $200.87. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28. 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) last issued its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, beating the consensus estimate of $2.13 by $0.34. The company had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company’s revenue was up 44.4% on a year-over-year basis. During the same period in the prior year, the firm earned $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities 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 declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors 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 1.4%. 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 currently 28.16%.

Wall Street Analyst Weigh In

Several research firms have issued reports on TSM. Susquehanna upped their price target on shares of Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the stock a “positive” rating in a research report on Monday, July 14th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, May 22nd. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Finally, Barclays reaffirmed an “overweight” rating and set a $240.00 price target (up from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, June 3rd. Four investment analysts have rated the stock with a Buy rating, According to data from MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $258.33.

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.