Rathbones Group PLC Purchases 53,073 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Rathbones Group PLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 941,576 shares of the semiconductor company’s stock after purchasing an additional 53,073 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 1.1% of Rathbones Group PLC’s investment portfolio, making the stock its 22nd biggest holding. Rathbones Group PLC’s holdings in Taiwan Semiconductor Manufacturing were worth $262,973,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Brighton Jones LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after buying an additional 1,892 shares in the last quarter. Ignite Planners LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 4.7% in the second quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock valued at $627,000 after acquiring an additional 116 shares during the period. Resona Asset Management Co. Ltd. bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $302,000. Ethos Financial Group LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $269,000. Finally, Savant Capital LLC increased its position in Taiwan Semiconductor Manufacturing by 51.8% in the second quarter. Savant Capital LLC now owns 23,290 shares of the semiconductor company’s stock worth $5,275,000 after buying an additional 7,944 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $338.27 on Friday. The firm’s 50-day moving average price is $343.05 and its 200-day moving average price is $302.06. The company has a market cap of $1.75 trillion, a P/E ratio of 31.76, a price-to-earnings-growth ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17.

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 return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion during the quarter. As a group, equities analysts anticipate 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 disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 23.57%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is accelerating construction of a large “mega fab” in southern Taiwan to add AI-focused capacity, signaling management expects sustained demand for advanced nodes and positioning TSM for long‑term revenue growth. TSMC Speeds Southern Taiwan Mega Fab
• Positive Sentiment: Broadcom locked in HBM and foundry capacity through 2028, implying multi‑year wafer/bookings for TSMC (a committed customer is more revenue visibility and less near‑term booking risk). This strengthens the narrative of sticky AI demand. Broadcom Locks Key AI Chip Supply Through 2028
• Neutral Sentiment: Nvidia has stopped production of China‑destined H200 chips and reallocated TSMC capacity toward its next‑generation Vera Rubin hardware. That move keeps demand at TSMC but shifts which products/markets drive near‑term volumes — leaving some short‑term uncertainty about node mix and customer concentration. Nvidia refocuses TSMC capacity
• Neutral Sentiment: Institutional flows: coverage of billionaire managers trimming positions in names like Meta and rotating into other AI plays is broader market color on AI positioning, not TSMC‑specific, but it can affect sector momentum and share‑price volatility. 7 Preeminent Billionaire Money Managers Dumped Shares of Meta
• Neutral Sentiment: Analyst/market wrap: recent coverage noting TSMC outperformed peers in the latest session and remains valued on strong margins and ROE — a reminder that fundamentals are solid even as near‑term headlines drive volatility. TSMC (TSM) Exceeds Market Returns

Wall Street Analyst Weigh In

TSM has been the topic of a number of recent analyst reports. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Finally, Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Four research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $391.43.

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.