Causeway Capital Management LLC Has $141.81 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Causeway Capital Management LLC lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 507,751 shares of the semiconductor company’s stock after selling 10,064 shares during the period. Taiwan Semiconductor Manufacturing makes up about 1.9% of Causeway Capital Management LLC’s holdings, making the stock its 9th biggest position. Causeway Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $141,810,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Brown Advisory Inc. grew its position in shares of Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after purchasing an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of Taiwan Semiconductor Manufacturing by 109.5% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after buying an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in shares of Taiwan Semiconductor Manufacturing by 268.2% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock worth $566,152,000 after buying an additional 1,820,852 shares in the last quarter. Alliancebernstein L.P. boosted its stake in Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the period. Finally, Stockbridge Partners LLC grew its position in Taiwan Semiconductor Manufacturing by 135.5% during the second quarter. Stockbridge Partners LLC now owns 2,218,034 shares of the semiconductor company’s stock worth $502,363,000 after buying an additional 1,276,373 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

TSM has been the topic of several recent analyst reports. TD Cowen raised their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a report on Friday, January 16th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Finally, UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Four analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $391.43.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC fast‑tracked a new AI “mega factory” after receiving environmental approval, signaling accelerated capital investment to expand advanced node capacity for data‑center AI chips — a clear long‑term revenue and market‑share catalyst. TSMC Fast Tracks AI Mega Factory As Valuation And Targets Diverge
• Positive Sentiment: Zacks highlights TSMC’s leadership in the Info Tech sector as AI chip demand drives outsized earnings for mega‑caps, underlining why investors view TSMC as a core AI‑infrastructure play. The Zacks Analyst Blog Taiwan and Interactive Brokers
• Positive Sentiment: Investor‑advice outlets (The Motley Fool) continue to list TSMC as a top way to play the AI infrastructure boom, reinforcing retail and institutional interest in the shares. 2 Monster Stocks to Hold for the Next 2 Years
• Neutral Sentiment: Zacks notes TSMC is a “trending” stock among its readers — increased attention can raise volume and momentum but is not a direct earnings catalyst. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock
• Negative Sentiment: Escalation in the Iran conflict has raised worries about the global semiconductor supply chain and higher oil prices, creating short‑term risk aversion across chip names and adding volatility to TSMC’s trading. Nvidia Stock Is Threatened by War in Iran. Chip Stocks Are Still Rallying Today.
• Negative Sentiment: Reports that Nvidia halted China‑bound H200 production introduce demand uncertainty for certain advanced AI chips and could temper near‑term wafer demand or reorder timing that affects TSMC’s near‑term revenue mix. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports

Taiwan Semiconductor Manufacturing Stock Up 2.8%

Shares of NYSE TSM opened at $348.51 on Tuesday. The stock has a market capitalization of $1.81 trillion, a P/E ratio of 32.72, a PEG ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20. The firm’s 50 day simple moving average is $344.00 and its two-hundred day simple moving average is $303.43. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The company had revenue of $30.65 billion during the quarter. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

Taiwan Semiconductor Manufacturing Company Profile

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.