FengHe Fund Management Pte. Ltd. Sells 47,500 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

FengHe Fund Management Pte. Ltd. reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 100,100 shares of the semiconductor company’s stock after selling 47,500 shares during the period. Taiwan Semiconductor Manufacturing makes up about 3.7% of FengHe Fund Management Pte. Ltd.’s holdings, making the stock its 11th largest holding. FengHe Fund Management Pte. Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $22,672,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. City Holding Co. boosted its position in shares of Taiwan Semiconductor Manufacturing by 238.0% in the first quarter. City Holding Co. now owns 169 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 119 shares during the period. 1248 Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $28,000. Signature Resources Capital Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 138.8% in the 1st quarter. Signature Resources Capital Management LLC now owns 191 shares of the semiconductor company’s stock valued at $32,000 after purchasing an additional 111 shares during the period. Graybill Wealth Management LTD. bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $33,000. Finally, Vision Financial Markets LLC bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $33,000. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 3.4%

Shares of TSM stock opened at $288.75 on Thursday. The business has a 50-day moving average price of $248.47 and a two-hundred day moving average price of $211.44. The firm has a market cap of $1.50 trillion, a P/E ratio of 32.92, a price-to-earnings-growth ratio of 1.33 and a beta of 1.28. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $290.48. 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 released its 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. The company had revenue of $30.07 billion during the quarter, compared to the consensus estimate of $28.50 billion. Taiwan Semiconductor Manufacturing had a return on equity of 33.37% and a net margin of 42.91%.Taiwan Semiconductor Manufacturing’s quarterly revenue was up 44.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.48 EPS. Taiwan Semiconductor Manufacturing has set its Q3 2025 guidance at EPS. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm 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 a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 29.42%.

Analysts Set New Price Targets

Several research firms recently issued reports on TSM. Susquehanna lifted their price objective 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. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, August 31st. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $275.00 to $325.00 and gave the company an “overweight” rating in a research report on Tuesday, September 16th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $270.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Thursday, July 17th. Four 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 an average price target of $286.67.

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.