Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Yarbrough Capital LLC

Yarbrough Capital LLC grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 31.6% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 17,970 shares of the semiconductor company’s stock after buying an additional 4,313 shares during the quarter. Yarbrough Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $5,019,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in TSM. 1248 Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the first quarter worth about $28,000. Heartwood Wealth Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $32,000. Mid American Wealth Advisory Group Inc. acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $33,000. Finally, First Command Advisory Services Inc. grew its stake in Taiwan Semiconductor Manufacturing by 174.1% during the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company’s stock worth $36,000 after buying an additional 101 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently commented on TSM. Itau BBA Securities began coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, October 7th. They issued an “outperform” rating on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Needham & Company LLC restated a “buy” rating and set a $360.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, October 27th. Sanford C. Bernstein upped their target price on Taiwan Semiconductor Manufacturing from $290.00 to $330.00 and gave the stock an “outperform” rating in a research report on Sunday, December 7th. Finally, Susquehanna raised their target price on Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a report on Friday, October 10th. Seven analysts have rated the stock with a Buy rating, According to data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average target price of $355.00.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: U.S. granted TSMC an annual license to bring chipmaking equipment into its Nanjing, China fab — removes a near‑term regulatory overhang and preserves China production capacity. US grants annual approval to TSMC for chipmaking tool exports to China
• Positive Sentiment: NVIDIA has asked TSMC to ramp production of H200 AI chips to meet surging Chinese demand — implies higher near‑term utilization and revenue for TSMC. Exclusive: Nvidia sounds out TSMC on new H200 chip order
• Positive Sentiment: TSMC announced progress/mass production milestones on its 2nm node — strengthens its technological moat and long‑term margin outlook as AI and high‑performance chips migrate to leading nodes. TSMC Stock (TSM) Rallies on Mass Production of 2nm Chips
• Neutral Sentiment: Multiple analyst and media pieces highlight TSMC as a core AI beneficiary and a long‑term buy — supports investor sentiment but is secondary to concrete order and production news. Could This Be the Best Artificial Intelligence (AI) Stock to Buy in January?
• Negative Sentiment: NVIDIA’s strategic arrangement with Intel for packaging capacity (and broader moves to lock supply via deals) could blunt TSMC’s advantage from packaging bottlenecks and reduce future pricing leverage. This is a potential medium‑term headwind. Sleeping With the Enemy: Inside the NVIDIA-Intel Deal

Taiwan Semiconductor Manufacturing Trading Up 1.4%

Shares of TSM opened at $303.77 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $313.98. The stock has a 50-day moving average price of $292.79 and a 200 day moving average price of $264.93. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The company has a market capitalization of $1.57 trillion, a P/E ratio of 31.16, a P/E/G ratio of 1.03 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be issued a $0.9678 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.85%.

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.