William Blair Investment Management LLC Trims Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

William Blair Investment Management LLC reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.8% during the 4th quarter, HoldingsChannel reports. The fund owned 5,985,330 shares of the semiconductor company’s stock after selling 436,828 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 5.1% of William Blair Investment Management LLC’s holdings, making the stock its 2nd largest position. William Blair Investment Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,818,692,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in TSM. Stephens Consulting LLC increased its stake in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the last quarter. Ares Financial Consulting LLC bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $29,000. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $32,000. Maseco LLP bought a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $35,000. Finally, Cedar Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 64 shares during the last quarter. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 0.7%

Shares of NYSE:TSM opened at $404.24 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $190.03 and a 1 year high of $421.97. The business has a 50 day simple moving average of $370.58 and a two-hundred day simple moving average of $338.26. The firm has a market capitalization of $2.09 trillion, a PE ratio of 33.63, a price-to-earnings-growth ratio of 1.18 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.32.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $30.65 billion during the quarter. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

Analysts Set New Price Targets

Several brokerages have weighed in on TSM. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. DA Davidson reissued a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Finally, Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: AMD said it is ramping production of its next-generation EPYC “Venice” processors on TSMC’s 2nm process, highlighting that TSMC’s most advanced manufacturing node is already winning major AI/HPC customers. AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology
• Positive Sentiment: AMD’s CEO also said the company is asking partners to ramp production due to strong AI demand, which suggests continued strength for TSMC as a critical manufacturing partner. AMD asking partners to ramp up production, CEO says
• Positive Sentiment: TSMC raised its 2030 global semiconductor market forecast to more than $1.5 trillion, signaling a bigger long-term demand runway for chip production. Taiwan Semiconductor Manufacturing Company Ltd. Raises 2030 Global Semiconductor Market Forecast to Over USD1.5 Trillion
• Positive Sentiment: Nvidia’s strong AI results and upbeat outlook helped lift sentiment across Asian chipmakers, reinforcing investor confidence in TSMC’s AI supply-chain role. Nvidia’s AI Outlook Sends Asian Chipmakers Up 5.5%
• Neutral Sentiment: Taiwan’s central bank is considering limits on how often foreign investors can switch currencies for TSMC dividend payments, a policy issue that could affect some shareholders but is unlikely to change the business outlook directly. Taiwan may limit currency switching for TSMC dollar dividends to once a year, sources say
• Neutral Sentiment: Tokyo Electron’s Taiwan unit said it will not appeal a trade-secrets ruling tied to TSMC, which lowers legal uncertainty but appears limited in direct financial impact. Tokyo Electron’s Taiwan unit says it will not appeal ruling in TSMC trade secrets case
• Negative Sentiment: Articles focused on slowing TSM growth and a potential bottleneck to Nvidia’s expansion underscore investor concern that TSMC’s infrastructure capacity may eventually constrain AI-chip demand growth. IDVO’s $445 Million Income Play Faces a Critical Test When TSM Growth Slows

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The shares were acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have acquired 3,346 shares of company stock valued at $218,005 in the last 90 days. Company insiders own 1.11% of the company’s stock.

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.