Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Savant Capital LLC

Savant Capital LLC raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 15.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,781 shares of the semiconductor company’s stock after buying an additional 3,491 shares during the period. Savant Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $7,480,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Childress Capital Advisors LLC increased its position in Taiwan Semiconductor Manufacturing by 145.3% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after purchasing an additional 1,891 shares during the period. Vanguard Personalized Indexing Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock worth $28,470,000 after acquiring an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 28.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock worth $10,394,000 after acquiring an additional 8,284 shares during the period. Cherokee Insurance Co acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $1,248,000. Finally, Hollencrest Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 125.3% in the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock valued at $1,457,000 after purchasing an additional 2,901 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 1.5%

Shares of Taiwan Semiconductor Manufacturing stock opened at $330.50 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $351.33. The business’s fifty day moving average is $313.38 and its two-hundred day moving average is $283.34. The company has a quick ratio of 2.47, a current ratio of 2.69 and a debt-to-equity ratio of 0.19. The firm has a market cap of $1.71 trillion, a PE ratio of 31.03, a P/E/G ratio of 0.91 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%.The firm had revenue of $32.50 billion during the quarter. Analysts anticipate 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 disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. 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%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC plans to mass-produce advanced 3nm chips at its Kumamoto site, a roughly $17B investment that expands capacity for AI chips and reduces concentration risk by diversifying production geography. TSMC plans 3-nanometre chip production in Japan with $17 billion investment, Yomiuri reports
• Positive Sentiment: Tokyo is offering subsidies and support that make the Japan expansion more attractive financially, lowering near-term capex burden and strengthening the strategic rationale for onshore production of AI nodes. TSMC Plans $17 Billion Japan Expansion With Advanced 3nm Chips As Tokyo Ramps Up Subsidies
• Positive Sentiment: Wall Street momentum and analyst optimism increased: Zacks moved TSMC toward stronger buy momentum coverage and a recent consensus price-target lift implies ~25% upside from current levels — supporting positive sentiment and higher target prices. Can TSMC (TSM) Climb 25.25% to Reach the Level Wall Street Analysts Expect?
• Neutral Sentiment: Deep-dive coverage (Barron’s/others) explains the operational drivers: TSMC needs more advanced-node capacity to meet surging AI demand, which underpins the Japan move but leaves timing and execution as open variables. TSMC Needs to Make More Advanced Chips. Why It’s Turning to Japan.
• Neutral Sentiment: Analyst commentary pieces question how much broker ratings should sway investors — useful context for interpreting the recent upgrades vs. fundamentals. Is It Worth Investing in TSMC (TSM) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Execution and capex risk: a large ~$17B investment and complexity of ramping a new 3nm production line could pressure near-term free cash flow and margins if yields or timelines slip — a key risk for investors to monitor.

Analyst Upgrades and Downgrades

A number of research firms have commented on TSM. TD Cowen boosted their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. Needham & Company LLC lifted their price target on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. Three research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $381.67.

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.