May Hill Capital LLC Acquires 960 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

May Hill Capital LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 16.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,664 shares of the semiconductor company’s stock after purchasing an additional 960 shares during the quarter. May Hill Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,509,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. 1248 Management LLC bought a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $28,000. Graybill Wealth Management LTD. bought a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. Vision Financial Markets LLC bought a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $33,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $33,000. Finally, First Command Advisory Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 101 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Itau BBA Securities assumed coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Monday. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Susquehanna boosted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a research note on Friday, October 10th. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday. Six investment analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $298.31 on Tuesday. The stock has a market cap of $1.55 trillion, a PE ratio of 30.60, a PEG ratio of 0.99 and a beta of 1.28. The firm’s fifty day moving average price is $268.50 and its two-hundred day moving average price is $228.57. The company has a debt-to-equity ratio of 0.20, a quick ratio of 2.15 and a current ratio of 2.37. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results 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 company had revenue of $32.36 billion for the quarter, compared to analyst estimates of $951.89 billion. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. Taiwan Semiconductor Manufacturing’s revenue was up 40.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. On average, equities analysts expect 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. Stockholders of record on Thursday, December 11th will be issued a dividend of $0.8348 per share. This represents a $3.34 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 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.