Octahedron Capital Management L.P. Lowers Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Octahedron Capital Management L.P. decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 28.4% in the 2nd quarter, Holdings Channel.com reports. The firm owned 32,500 shares of the semiconductor company’s stock after selling 12,900 shares during the period. Taiwan Semiconductor Manufacturing comprises 5.6% of Octahedron Capital Management L.P.’s holdings, making the stock its 8th biggest position. Octahedron Capital Management L.P.’s holdings in Taiwan Semiconductor Manufacturing were worth $7,361,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently made changes to their positions in TSM. 1248 Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $28,000. Vision Financial Markets LLC bought a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth $33,000. Mid American Wealth Advisory Group Inc. bought a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $33,000. First Command Advisory Services Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 174.1% in the 2nd 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 in the last quarter. Finally, Keener Financial Planning LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter valued at $39,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Susquehanna increased their price objective 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. Needham & Company LLC restated a “buy” rating and issued a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Five equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Trading Down 1.3%

Shares of TSM stock opened at $278.21 on Wednesday. The stock’s fifty day simple moving average is $286.69 and its 200 day simple moving average is $244.07. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $134.25 and a twelve month high of $311.37. The company has a quick ratio of 2.15, a current ratio of 2.37 and a debt-to-equity ratio of 0.20. The firm has a market capitalization of $1.44 trillion, a P/E ratio of 28.53, a P/E/G ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Thursday, October 16th. The semiconductor company reported $2.92 EPS for the quarter, topping the consensus estimate 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 net margin of 43.72% and a return on equity of 36.06%. The firm’s revenue was up 40.1% compared to the same quarter last year. During the same period last year, the company earned $1.94 EPS. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced 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. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 annualized dividend and a yield of 1.4%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 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.