Impact Capital Partners LLC Has $1.39 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Impact Capital Partners LLC reduced its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,137 shares of the semiconductor company’s stock after selling 460 shares during the quarter. Impact Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,390,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. City Holding Co. raised its stake in Taiwan Semiconductor Manufacturing by 238.0% during the 1st quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 119 shares during the period. 1248 Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter worth $28,000. Signature Resources Capital Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 138.8% in the first quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock worth $32,000 after acquiring an additional 111 shares during the last quarter. Graybill Wealth Management LTD. acquired a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. Finally, Vision Financial Markets LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter worth $33,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 2.2%

Taiwan Semiconductor Manufacturing stock opened at $279.13 on Wednesday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The company has a market capitalization of $1.45 trillion, a price-to-earnings ratio of 31.83, a PEG ratio of 1.30 and a beta of 1.23. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $286.00. The company’s fifty day moving average price is $247.50 and its two-hundred day moving average price is $210.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The company had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. During the same period in the prior year, the company earned $1.48 earnings per share. The business’s quarterly revenue was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. On average, 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 company also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a yield of 1.2%. This is a positive change 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 29.99%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on TSM shares. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, September 16th. Needham & Company LLC reaffirmed a “buy” rating and issued a $270.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Finally, 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 note on Monday, July 14th. Four equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock has an average rating of “Buy” and an average target price of $286.67.

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.