Dearborn Partners LLC Invests $852,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Dearborn Partners LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,521 shares of the semiconductor company’s stock, valued at approximately $852,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Tiger Global Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after buying an additional 1,839,600 shares during the period. Van ECK Associates Corp lifted its stake in Taiwan Semiconductor Manufacturing by 11.1% during the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after buying an additional 1,750,824 shares in the last quarter. Life Cycle Investment Partners Ltd acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth about $495,163,000. T. Rowe Price Investment Management Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 168.6% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock worth $636,077,000 after buying an additional 1,313,917 shares during the period. Finally, SurgoCap Partners LP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter worth approximately $360,443,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on TSM shares. Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Bank of America raised their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. TD Cowen boosted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Finally, Susquehanna increased their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $524.25.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $410.11 on Tuesday. The company has a market capitalization of $2.13 trillion, a price-to-earnings ratio of 29.59, a P/E/G ratio of 0.96 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $225.63 and a fifty-two week high of $479.00. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. The business’s 50-day moving average is $425.06 and its 200-day moving average is $394.12.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 21.43%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin bought 1,000 shares of the firm’s stock in a transaction on Tuesday, July 21st. The stock was bought at an average price of $74.13 per share, with a total value of $74,130.00. Following the purchase, the vice president directly owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. This represents a 3.42% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of the company’s stock in a transaction dated Tuesday, August 18th. The stock was bought at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the purchase, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. The trade was a 20.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 17,662 shares of company stock valued at $1,307,491 in the last quarter. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Xiaomi selected TSMC to manufacture its new Xring O3 smartphone processor using the 3-nanometer process. The deal reinforces TSMC’s leadership in advanced-node manufacturing and adds demand from a major smartphone customer. Xiaomi launches new Xring chip, partners with TSMC for production
• Positive Sentiment: Investor commentary continues to identify TSMC as a potential long-term beneficiary of AI infrastructure spending because it manufactures critical chips for leading accelerator designers. Reports also highlighted strong AI-driven results, U.S. expansion and increased interest from prominent money managers. Why this chip stock could benefit from the AI semiconductor boom
• Neutral Sentiment: One report said George Soros’s investment firm substantially increased its TSMC position, although hedge-fund views remain divided and the report is not a fundamental change to TSMC’s operations. George Soros increased his Taiwan Semiconductor stake
• Negative Sentiment: Semiconductor shares broadly declined in a sector-wide de-risking move before Nvidia’s earnings. Intel, AMD and the semiconductor ETF also fell, indicating that TSM’s weakness was driven more by industry sentiment and profit-taking than by a company-specific announcement. Semiconductor stocks slide ahead of Nvidia earnings
• Negative Sentiment: Reports cited weakening confidence in AI-chip demand and Samsung’s sharp decline as catalysts for profit-taking across the supply chain. Nvidia’s results and outlook are now an important near-term test for TSMC’s AI growth narrative. TSMC slides as AI-chip confidence weakens
• Negative Sentiment: Japan’s planned additional funding for Rapidus to develop 2-nanometer chips could support a future domestic competitor in advanced semiconductor manufacturing, though its near-term competitive impact appears limited. Rapidus to receive additional Japanese government funding

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.