Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Kingdon Capital Management L.L.C.

Kingdon Capital Management L.L.C. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,500 shares of the semiconductor company’s stock after selling 22,500 shares during the period. Kingdon Capital Management L.L.C.’s holdings in Taiwan Semiconductor Manufacturing were worth $8,715,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of TSM. Brighton Jones LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares during the period. FAS Wealth Partners Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $225,000. Wahed Invest LLC lifted its stake in Taiwan Semiconductor Manufacturing by 12.5% in the 4th quarter. Wahed Invest LLC now owns 72,017 shares of the semiconductor company’s stock valued at $14,223,000 after buying an additional 7,997 shares in the last quarter. Gallagher Fiduciary Advisors LLC lifted its stake in Taiwan Semiconductor Manufacturing by 24.1% in the 4th quarter. Gallagher Fiduciary Advisors LLC now owns 2,271 shares of the semiconductor company’s stock valued at $449,000 after buying an additional 441 shares in the last quarter. Finally, Albar Capital Partners LLP purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $65,750,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Barclays reaffirmed an “overweight” rating and issued a $240.00 target price (up previously from $215.00) on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, June 3rd. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Saturday, August 23rd. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $255.00 to $265.00 and gave the company a “positive” rating in a research note on Monday, July 14th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, May 22nd. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday, July 17th. Four analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus target price of $258.33.

Taiwan Semiconductor Manufacturing Trading Down 3.0%

Shares of Taiwan Semiconductor Manufacturing stock opened at $231.01 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $248.28. The firm has a market cap of $1.20 trillion, a PE ratio of 26.34, a P/E/G ratio of 1.13 and a beta of 1.19. The business’s fifty day moving average is $234.90 and its two-hundred day moving average is $199.83. 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 (NYSE:TSM) last issued its quarterly earnings results on Thursday, July 17th. The semiconductor company reported $2.47 earnings per share for the quarter, topping analysts’ consensus estimates of $2.13 by $0.34. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.The company had revenue of $30.07 billion for the quarter, compared to analyst estimates of $28.50 billion. During the same quarter in the prior year, the company posted $1.48 EPS. The business’s revenue for the quarter was up 44.4% compared to the same quarter last year. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be issued a $0.8348 dividend. The ex-dividend date is Thursday, December 11th. This represents a $3.34 annualized dividend and a yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.16%.

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.