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

Cullen Capital Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 251,074 shares of the semiconductor company’s stock after acquiring an additional 15,698 shares during the quarter. Cullen Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $70,122,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Massachusetts Financial Services Co. MA lifted its holdings in Taiwan Semiconductor Manufacturing by 3.6% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company’s stock valued at $4,401,448,000 after purchasing an additional 541,047 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of Taiwan Semiconductor Manufacturing by 0.8% in the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after buying an additional 115,158 shares in the last quarter. Jennison Associates LLC boosted its position in Taiwan Semiconductor Manufacturing by 4.5% during the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company’s stock worth $3,516,692,000 after acquiring an additional 544,750 shares during the last quarter. Alliancebernstein L.P. grew its stake in Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after acquiring an additional 1,593,786 shares in the last quarter. Finally, WCM Investment Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. WCM Investment Management LLC now owns 10,090,519 shares of the semiconductor company’s stock valued at $2,757,033,000 after acquiring an additional 31,860 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $325.65 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $351.33. The stock’s fifty day moving average is $312.58 and its two-hundred day moving average is $283.01. The company has a market capitalization of $1.69 trillion, a P/E ratio of 30.58, a P/E/G ratio of 0.94 and a beta of 1.31. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The firm had revenue of $32.50 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC plans mass production of 3‑nanometre chips at its Kumamoto, Japan fab with an estimated $17 billion investment — a major, long‑term capacity commitment that strengthens TSMC’s position on advanced nodes, deepens ties in Japan, and supports future revenue from high‑end AI and HPC customers. TSMC plans 3‑nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: An analyst price target was raised ~17.7% to $360.38, signaling upgraded street expectations for TSMC’s earnings/valuation trajectory and providing direct buy-side ammunition. Price target increased by 17.68% to 360.38
• Positive Sentiment: Multiple industry/market commentators and screens are bullish: Zacks added TSM to its Rank #1 (Strong Buy) and momentum lists, highlighting continued positive analyst momentum and technical interest. Best Momentum Stocks to Buy for February 4th New Strong Buy Stocks for February 4th
• Positive Sentiment: Seeking Alpha commentary frames TSMC as a primary beneficiary of the AI boom — reinforcing thesis that demand for leading‑edge nodes (for GPUs/AI accelerators) should underpin revenue and pricing power over coming years. Taiwan Semiconductor: Winner Of The AI Boom As The Critical Foundry Supplier The Future Of AI Stocks? TSMC Commentary Suggests AI Megatrend
• Neutral Sentiment: An opinion piece compares TSMC and Broadcom and suggests investors may choose one exposure over the other — useful for portfolio allocation decisions but not new company-specific fundamentals. Taiwan Semiconductor or Broadcom? You Should Only Own One of Them
• Neutral Sentiment: Technical coverage: a Benzinga piece notes a recent bullish trading signal that preceded an intraday close higher — suggests some technical momentum among traders but does not alter the fundamental outlook. TSM Stock Closes Higher After Key Trading Signal

Wall Street Analysts Forecast Growth

TSM has been the topic of several recent research reports. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and an average target price of $381.67.

Taiwan Semiconductor Manufacturing 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.