Global Retirement Partners LLC Makes New $11.71 Million Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Global Retirement Partners LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 51,687 shares of the semiconductor company’s stock, valued at approximately $11,707,000.

Several other large investors have also recently bought and sold shares of the stock. Waterloo Capital L.P. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $873,000. Coldstream Capital Management Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 49.6% in the 2nd quarter. Coldstream Capital Management Inc. now owns 22,066 shares of the semiconductor company’s stock valued at $5,003,000 after buying an additional 7,319 shares during the last quarter. Left Brain Wealth Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 11.6% in the second quarter. Left Brain Wealth Management LLC now owns 44,887 shares of the semiconductor company’s stock valued at $10,166,000 after buying an additional 4,667 shares in the last quarter. Centric Wealth Management acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter worth $220,000. Finally, Titleist Asset Management LLC raised its position in Taiwan Semiconductor Manufacturing by 111.9% during the second quarter. Titleist Asset Management LLC now owns 4,677 shares of the semiconductor company’s stock worth $1,059,000 after acquiring an additional 2,470 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Down 0.9%

Shares of TSM opened at $275.01 on Monday. The company has a current ratio of 2.37, a quick ratio of 2.15 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. The firm’s 50 day moving average is $287.83 and its 200-day moving average is $246.26. The stock has a market capitalization of $1.43 trillion, a PE ratio of 28.21, a P/E/G ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.33. The business had revenue of $32.36 billion for 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%.The firm’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be given a dividend of $0.9678 per share. 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 yield of 1.4%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 26.97%.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research note on Friday, October 17th. Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Finally, Itau BBA Securities started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They set an “outperform” rating for the company. Six equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Company 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.