MY.Alpha Management HK Advisors Ltd Has $24.55 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MY.Alpha Management HK Advisors Ltd boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 63.5% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 108,395 shares of the semiconductor company’s stock after acquiring an additional 42,095 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 18.7% of MY.Alpha Management HK Advisors Ltd’s holdings, making the stock its biggest holding. MY.Alpha Management HK Advisors Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $24,550,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. 1248 Management LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter valued at approximately $28,000. Vision Financial Markets LLC bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter worth approximately $33,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth $33,000. First Command Advisory Services Inc. boosted its position 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 buying an additional 101 shares during the last quarter. Finally, Keener Financial Planning LLC bought a new position in Taiwan Semiconductor Manufacturing in the 1st quarter valued at $39,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on TSM shares. Needham & Company LLC reiterated a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the stock a “positive” rating in a report on Friday, October 10th. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 1st. Finally, Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research note on Friday, October 17th. Six research analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $371.67.

Taiwan Semiconductor Manufacturing Trading Up 2.1%

NYSE:TSM opened at $290.53 on Thursday. The company has a debt-to-equity ratio of 0.20, a current ratio of 2.37 and a quick ratio of 2.15. The business’s 50-day simple moving average is $289.32 and its 200-day simple moving average is $248.10. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $311.37. The stock has a market capitalization of $1.51 trillion, a PE ratio of 29.80, a price-to-earnings-growth ratio of 1.02 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced 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. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The firm had revenue of $32.36 billion for the quarter, compared to the consensus estimate of $951.89 billion. During the same period last year, the company posted $1.94 EPS. The business’s quarterly revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. Sell-side analysts expect 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 issued a $0.9678 dividend. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.3%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 26.97%.

Taiwan Semiconductor Manufacturing Profile

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.