May Hill Capital LLC Has $1.51 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

May Hill Capital LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 16.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,664 shares of the semiconductor company’s stock after buying an additional 960 shares during the period. May Hill Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,509,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. DekaBank Deutsche Girozentrale boosted its stake in shares of Taiwan Semiconductor Manufacturing by 0.9% during the 1st quarter. DekaBank Deutsche Girozentrale now owns 1,339,479 shares of the semiconductor company’s stock worth $214,442,000 after buying an additional 11,693 shares during the last quarter. Powers Advisory Group LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $240,000. Hudson Edge Investment Partners Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 10.1% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock worth $53,566,000 after buying an additional 21,648 shares during the last quarter. Quantbot Technologies LP boosted its stake in shares of Taiwan Semiconductor Manufacturing by 452.2% during the 1st quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after buying an additional 38,837 shares during the last quarter. Finally, RFG Holdings Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 66.1% during the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock worth $883,000 after buying an additional 1,551 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 1.1%

Shares of TSM stock opened at $298.31 on Tuesday. The firm has a 50 day moving average price of $268.50 and a two-hundred day moving average price of $228.57. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $1.55 trillion, a PE ratio of 30.60, a price-to-earnings-growth ratio of 0.99 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.59 by $0.33. The firm had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The business’s revenue for the quarter was up 40.1% compared to the same quarter last year. During the same period last year, the business posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, analysts predict 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. Shareholders of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This represents a $3.34 annualized dividend and a yield of 1.1%. 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 (DPR) is 26.97%.

Wall Street Analyst Weigh In

TSM has been the subject of a number of recent research reports. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating for the company. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 18th. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Six equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average 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.