Focus Partners Advisor Solutions LLC Purchases 4,657 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Focus Partners Advisor Solutions LLC lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 29.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,464 shares of the semiconductor company’s stock after buying an additional 4,657 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $5,860,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently bought and sold shares of the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at about $32,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $32,000. Fairman Group LLC boosted its stake in Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares during the period. Riggs Asset Managment Co. Inc. bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at approximately $41,000. Finally, Navigoe LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $42,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: ASML’s advance in High-NA EUV lithography strengthens the long-term capacity and technology roadmap for leaders like TSMC — a structural tailwind for advanced-node demand. Read More.
• Neutral Sentiment: Weekly market commentary picked integrated circuit foundries (the sector TSMC sits in) as a focus for the week, reflecting ongoing investor interest but not new company-specific catalysts. Read More.
• Negative Sentiment: Headline-driven risk-off: escalating Iran-related headlines accelerated a tech selloff and drove flows out of cyclical and high-valuation names, pressuring TSMC. Read More.
• Negative Sentiment: Institutional repositioning: several large fund holders trimmed TSMC exposure in recent filings, a dynamic cited in market write-ups as amplifying the stock’s decline. That institutional selling raises near-term supply in the market. Read More.
• Negative Sentiment: Profit-taking and sector spillover: analysts and market trackers note the move looks like profit-taking after a strong AI-driven run; semiconductor bellwethers’ post-earnings volatility can spill over to suppliers such as TSMC. Read More.

Analysts Set New Price Targets

Several research firms have recently weighed in on TSM. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. DA Davidson upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Friday, February 13th. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Four equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Trading Down 4.3%

Shares of TSM stock opened at $353.14 on Wednesday. The firm has a fifty day moving average of $340.04 and a 200-day moving average of $300.14. The stock has a market cap of $1.83 trillion, a price-to-earnings ratio of 33.16, a P/E/G ratio of 1.03 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The business had revenue of $30.65 billion for the quarter. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

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.