Pasadena Private Wealth LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Pasadena Private Wealth LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 1,110 shares of the semiconductor company’s stock, valued at approximately $251,000.

Several other large investors have also added to or reduced their stakes in the stock. Delta Investment Management LLC boosted its stake in Taiwan Semiconductor Manufacturing by 271.2% in the 2nd quarter. Delta Investment Management LLC now owns 24,512 shares of the semiconductor company’s stock worth $5,552,000 after purchasing an additional 17,909 shares during the period. Envestnet Asset Management Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 3.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 3,860,621 shares of the semiconductor company’s stock valued at $874,392,000 after acquiring an additional 133,305 shares during the last quarter. Chilton Capital Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 21.6% during the 2nd quarter. Chilton Capital Management LLC now owns 489 shares of the semiconductor company’s stock valued at $111,000 after acquiring an additional 87 shares during the last quarter. Resonant Capital Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 45.6% during the 2nd quarter. Resonant Capital Advisors LLC now owns 5,288 shares of the semiconductor company’s stock valued at $1,202,000 after acquiring an additional 1,657 shares during the last quarter. Finally, Prudent Man Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.9% during the 2nd quarter. Prudent Man Advisors LLC now owns 3,631 shares of the semiconductor company’s stock valued at $822,000 after acquiring an additional 102 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $295.22 on Monday. The business has a 50 day moving average of $267.36 and a 200 day moving average of $227.59. The company has a market capitalization of $1.53 trillion, a price-to-earnings ratio of 30.28, a PEG ratio of 0.99 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $311.37. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The company had revenue of $32.36 billion during the quarter, compared to the consensus estimate of $951.89 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.06% and a net margin of 43.72%.Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared 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 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. This represents a $3.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 26.67%.

Analysts Set New Price Targets

A number of analysts have recently issued reports on TSM shares. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating for the company. Susquehanna lifted their price target 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, Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Six analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average 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.