Investidor Profissional Gestao de Recursos Ltda. Sells 12,791 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Investidor Profissional Gestao de Recursos Ltda. reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 39.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,309 shares of the semiconductor company’s stock after selling 12,791 shares during the period. Taiwan Semiconductor Manufacturing comprises 2.2% of Investidor Profissional Gestao de Recursos Ltda.’s investment portfolio, making the stock its 11th largest position. Investidor Profissional Gestao de Recursos Ltda.’s holdings in Taiwan Semiconductor Manufacturing were worth $4,373,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Alliance Wealth Advisors LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.4% in the second quarter. Alliance Wealth Advisors LLC now owns 1,815 shares of the semiconductor company’s stock worth $411,000 after buying an additional 43 shares during the period. Pflug Koory LLC boosted its position in Taiwan Semiconductor Manufacturing by 3.9% during the 2nd quarter. Pflug Koory LLC now owns 1,133 shares of the semiconductor company’s stock valued at $257,000 after buying an additional 43 shares during the period. Frazier Financial Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing by 9.1% in the 2nd quarter. Frazier Financial Advisors LLC now owns 517 shares of the semiconductor company’s stock worth $117,000 after acquiring an additional 43 shares during the last quarter. Flagship Harbor Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 1.2% in the second quarter. Flagship Harbor Advisors LLC now owns 3,621 shares of the semiconductor company’s stock valued at $820,000 after acquiring an additional 43 shares during the period. Finally, Liberty One Investment Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.3% during the second quarter. Liberty One Investment Management LLC now owns 1,076 shares of the semiconductor company’s stock valued at $244,000 after acquiring an additional 44 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 1.3%

NYSE TSM opened at $278.21 on Wednesday. The firm has a market capitalization of $1.44 trillion, a PE ratio of 28.53, a P/E/G ratio of 1.02 and a beta of 1.31. The stock’s 50 day moving average is $286.69 and its 200 day moving average is $244.07. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. 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 announced its quarterly earnings data on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, beating the consensus estimate of $2.59 by $0.33. The business had revenue of $32.36 billion during the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.The company’s revenue for the quarter was up 40.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.9678 per share. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a dividend yield of 1.4%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 26.97%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Barclays raised their target price on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Weiss Ratings restated a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Thursday, November 13th. Needham & Company LLC reaffirmed a “buy” rating and issued a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Finally, Susquehanna boosted 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 investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $371.67.

About Taiwan Semiconductor Manufacturing

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.