Matthews International Capital Management LLC Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Matthews International Capital Management LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.7% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 46,452 shares of the semiconductor company’s stock after acquiring an additional 1,662 shares during the period. Taiwan Semiconductor Manufacturing makes up 2.4% of Matthews International Capital Management LLC’s portfolio, making the stock its 16th biggest position. Matthews International Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $10,521,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of TSM. Brighton Jones LLC boosted its position in shares of 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 last quarter. Matrix Trust Co boosted its position in shares of 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 last quarter. Fermata Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at $283,000. Lmcg Investments LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.7% during the first quarter. Lmcg Investments LLC now owns 3,306 shares of the semiconductor company’s stock valued at $549,000 after buying an additional 88 shares during the last quarter. Finally, Diligent Investors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 12.1% during the first quarter. Diligent Investors LLC now owns 1,497 shares of the semiconductor company’s stock valued at $249,000 after buying an additional 162 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

TSM stock opened at $292.42 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $296.72. The business’s 50-day moving average is $250.34 and its two-hundred day moving average is $213.03. 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 company has a market cap of $1.52 trillion, a price-to-earnings ratio of 33.34, a P/E/G ratio of 1.37 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping the consensus estimate of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The firm had revenue of $30.07 billion for the quarter, compared to the consensus estimate of $28.50 billion. During the same quarter last year, the company earned $1.48 earnings per share. The business’s revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current 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 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 29.99%.

Wall Street Analyst Weigh In

Several research firms recently commented on TSM. Needham & Company LLC reaffirmed a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday, September 16th. Susquehanna increased their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a report on Monday, July 14th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Saturday, September 27th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Moderate Buy” and a consensus price target of $286.67.

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.