Pinpoint Asset Management Singapore Pte. Ltd. Buys New Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Pinpoint Asset Management Singapore Pte. Ltd. purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 53,923 shares of the semiconductor company’s stock, valued at approximately $12,213,000. Taiwan Semiconductor Manufacturing accounts for about 2.2% of Pinpoint Asset Management Singapore Pte. Ltd.’s portfolio, making the stock its 9th biggest position.

A number of other large investors also recently modified their holdings of the business. 1248 Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter valued at about $28,000. Vision Financial Markets LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter worth approximately $33,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $33,000. First Command Advisory Services Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after buying an additional 101 shares in the last quarter. Finally, Keener Financial Planning LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at $39,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $284.80 on Wednesday. The business has a fifty day simple moving average of $288.76 and a 200-day simple moving average of $247.80. The stock has a market cap of $1.48 trillion, a PE ratio of 29.21, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31. 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 Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37.

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, topping analysts’ consensus estimates of $2.59 by $0.33. The firm 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 business’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same period last year, the company posted $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Needham & Company LLC restated a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Finally, Itau BBA Securities started coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Six equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target 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.