Riverpark Capital Management LLC Has $1.38 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Riverpark Capital Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.7% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 6,104 shares of the semiconductor company’s stock after buying an additional 215 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 2.2% of Riverpark Capital Management LLC’s portfolio, making the stock its 22nd largest holding. Riverpark Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,382,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Powers Advisory Group LLC bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $240,000. Hudson Edge Investment Partners Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 10.1% in the second quarter. Hudson Edge Investment Partners Inc. now owns 236,503 shares of the semiconductor company’s stock valued at $53,566,000 after acquiring an additional 21,648 shares in the last quarter. Quantbot Technologies LP increased its position in Taiwan Semiconductor Manufacturing by 452.2% during the first quarter. Quantbot Technologies LP now owns 47,425 shares of the semiconductor company’s stock worth $7,873,000 after acquiring an additional 38,837 shares during the period. RFG Holdings Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 66.1% in the 2nd quarter. RFG Holdings Inc. now owns 3,898 shares of the semiconductor company’s stock valued at $883,000 after purchasing an additional 1,551 shares during the period. Finally, Duquesne Family Office LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 456.9% during the 1st quarter. Duquesne Family Office LLC now owns 598,780 shares of the semiconductor company’s stock worth $99,397,000 after purchasing an additional 491,265 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on TSM shares. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They set an “outperform” rating for the company. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. 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, Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Six research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

Shares of NYSE TSM opened at $284.80 on Wednesday. The stock has a 50-day moving average price of $288.76 and a two-hundred day moving average price of $247.80. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $311.37. 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 company has a market cap of $1.48 trillion, a price-to-earnings ratio of 29.21, a PEG ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm’s quarterly revenue was up 40.1% compared to the same quarter last year. During the same period in the prior year, the company earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, 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, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Tuesday, March 17th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 26.97%.

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.