Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Increased by HighPoint Advisor Group LLC

HighPoint Advisor Group LLC lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 14.9% during the third quarter, HoldingsChannel reports. The institutional investor owned 22,222 shares of the semiconductor company’s stock after purchasing an additional 2,883 shares during the period. HighPoint Advisor Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $6,206,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of TSM. Massachusetts Financial Services Co. MA grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after purchasing an additional 541,047 shares during the last quarter. Bank of America Corp DE boosted its position in Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock valued at $3,353,348,000 after purchasing an additional 115,158 shares during the period. Jennison Associates LLC grew its stake in Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock worth $3,516,692,000 after buying an additional 544,750 shares during the last quarter. Alliancebernstein L.P. grew its stake in Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after buying an additional 1,593,786 shares during the last quarter. Finally, WCM Investment Management LLC increased its position in Taiwan Semiconductor Manufacturing by 0.3% in the third quarter. WCM Investment Management LLC now owns 10,090,519 shares of the semiconductor company’s stock worth $2,757,033,000 after buying an additional 31,860 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $325.65 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $351.33. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The firm has a market capitalization of $1.69 trillion, a PE ratio of 30.58, a P/E/G ratio of 0.94 and a beta of 1.31. The company’s 50 day simple moving average is $312.58 and its 200 day simple moving average is $283.01.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The firm had revenue of $32.50 billion during the quarter. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 23.57%.

Wall Street Analysts Forecast Growth

TSM has been the subject of several analyst reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Finally, Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research report on Friday, October 10th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average price target of $381.67.

Key Stories Impacting Taiwan Semiconductor Manufacturing

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: TSMC plans mass production of 3‑nanometre chips at its Kumamoto, Japan fab with an estimated $17 billion investment — a major, long‑term capacity commitment that strengthens TSMC’s position on advanced nodes, deepens ties in Japan, and supports future revenue from high‑end AI and HPC customers. TSMC plans 3‑nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: An analyst price target was raised ~17.7% to $360.38, signaling upgraded street expectations for TSMC’s earnings/valuation trajectory and providing direct buy-side ammunition. Price target increased by 17.68% to 360.38
• Positive Sentiment: Multiple industry/market commentators and screens are bullish: Zacks added TSM to its Rank #1 (Strong Buy) and momentum lists, highlighting continued positive analyst momentum and technical interest. Best Momentum Stocks to Buy for February 4th New Strong Buy Stocks for February 4th
• Positive Sentiment: Seeking Alpha commentary frames TSMC as a primary beneficiary of the AI boom — reinforcing thesis that demand for leading‑edge nodes (for GPUs/AI accelerators) should underpin revenue and pricing power over coming years. Taiwan Semiconductor: Winner Of The AI Boom As The Critical Foundry Supplier The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
• Neutral Sentiment: An opinion piece compares TSMC and Broadcom and suggests investors may choose one exposure over the other — useful for portfolio allocation decisions but not new company-specific fundamentals. Taiwan Semiconductor or Broadcom? You Should Only Own One of Them
• Neutral Sentiment: Technical coverage: a Benzinga piece notes a recent bullish trading signal that preceded an intraday close higher — suggests some technical momentum among traders but does not alter the fundamental outlook. TSM Stock Closes Higher After Key Trading Signal

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.