Jag Capital Management LLC Has $10.18 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Jag Capital Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 44,925 shares of the semiconductor company’s stock after purchasing an additional 2,229 shares during the quarter. Jag Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $10,175,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the company. 1248 Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the first quarter worth $28,000. Graybill Wealth Management LTD. bought a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth $33,000. Vision Financial Markets LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $33,000. Keener Financial Planning LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $39,000. Finally, Hemington Wealth Management grew its position in shares of Taiwan Semiconductor Manufacturing by 78.2% in the 1st quarter. Hemington Wealth Management now owns 253 shares of the semiconductor company’s stock valued at $41,000 after buying an additional 111 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Trading Up 8.0%

NYSE:TSM opened at $303.14 on Tuesday. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The stock has a market capitalization of $1.57 trillion, a price-to-earnings ratio of 34.57, a PEG ratio of 1.34 and a beta of 1.28. The firm has a fifty day simple moving average of $257.20 and a two-hundred day simple moving average of $218.72. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $307.30.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 EPS for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. The business had revenue of $30.07 billion during the quarter, compared to analysts’ expectations of $28.50 billion. Taiwan Semiconductor Manufacturing had a net margin of 42.91% and a return on equity of 33.37%. The business’s quarterly revenue was up 44.4% on a year-over-year basis. During the same period last year, the company posted $1.48 earnings per share. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 8th. Shareholders of record on Thursday, December 11th will be paid a $0.8348 dividend. This represents a $3.34 dividend on an annualized basis 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 of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is 29.65%.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, August 31st. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Needham & Company LLC reiterated a “buy” rating and set a $270.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, October 8th. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $333.33.

Taiwan Semiconductor Manufacturing 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.