Mesirow Financial Investment Management Inc. Boosts Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mesirow Financial Investment Management Inc. increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 17,129 shares of the semiconductor company’s stock after purchasing an additional 723 shares during the quarter. Mesirow Financial Investment Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $3,881,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in TSM. Brighton Jones LLC raised its position in Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares during the period. Golden State Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 47.3% in the 1st quarter. Golden State Wealth Management LLC now owns 2,275 shares of the semiconductor company’s stock worth $378,000 after purchasing an additional 731 shares during the period. Keybank National Association OH raised its position in Taiwan Semiconductor Manufacturing by 6.0% in the 1st quarter. Keybank National Association OH now owns 40,751 shares of the semiconductor company’s stock worth $6,765,000 after purchasing an additional 2,302 shares during the period. Pinnacle Financial Partners Inc raised its position in Taiwan Semiconductor Manufacturing by 9.3% in the 1st quarter. Pinnacle Financial Partners Inc now owns 3,908 shares of the semiconductor company’s stock worth $649,000 after purchasing an additional 331 shares during the period. Finally, Private Trust Co. NA raised its position in Taiwan Semiconductor Manufacturing by 22.2% in the 1st quarter. Private Trust Co. NA now owns 3,147 shares of the semiconductor company’s stock worth $522,000 after purchasing an additional 572 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $300.49 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $311.37. The company has a current ratio of 2.37, a quick ratio of 2.15 and a debt-to-equity ratio of 0.20. The firm’s 50-day moving average price is $274.26 and its two-hundred day moving average price is $232.16. The stock has a market capitalization of $1.56 trillion, a price-to-earnings ratio of 30.82, a PEG ratio of 1.02 and a beta of 1.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, October 16th. The semiconductor company reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.59 by $0.33. Taiwan Semiconductor Manufacturing had a net margin of 43.72% and a return on equity of 36.06%. The company had revenue of $32.36 billion for the quarter, compared to analysts’ expectations of $951.89 billion. During the same quarter in the previous year, the company earned $1.94 earnings per share. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.1% on a year-over-year basis. Taiwan Semiconductor Manufacturing has set its Q4 2025 guidance at EPS. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 8th. Investors of record on Thursday, December 11th will be given a dividend of $0.8348 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.65. This represents a $3.34 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Thursday, December 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 26.97%.

Analysts Set New Price Targets

TSM has been the topic of a number of analyst reports. Itau BBA Securities initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, October 7th. They issued an “outperform” rating on the stock. Needham & Company LLC restated a “buy” rating and issued a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Finally, Wall Street Zen cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Six research analysts have rated the stock with a Buy rating, According to MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $371.67.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.