Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Raised by Mesirow Financial Investment Management Inc.

Mesirow Financial Investment Management Inc. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.2% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 18,533 shares of the semiconductor company’s stock after purchasing an additional 1,404 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $5,177,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after buying an additional 1,892 shares during the period. Ignite Planners LLC grew its stake in Taiwan Semiconductor Manufacturing by 4.7% during the 2nd quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company’s stock valued at $627,000 after acquiring an additional 116 shares in the last quarter. Advisory Alpha LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $251,000. Bank of Jackson Hole Trust increased its holdings in shares of Taiwan Semiconductor Manufacturing by 45.8% in the 2nd quarter. Bank of Jackson Hole Trust now owns 465 shares of the semiconductor company’s stock valued at $105,000 after purchasing an additional 146 shares during the period. Finally, Oarsman Capital Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth approximately $289,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Down 2.8%

Taiwan Semiconductor Manufacturing stock opened at $376.93 on Friday. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $390.20. The firm’s fifty day simple moving average is $335.69 and its 200-day simple moving average is $296.74. The company has a market capitalization of $1.95 trillion, a P/E ratio of 35.39, a P/E/G ratio of 1.08 and a beta of 1.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The firm had revenue of $30.65 billion during the quarter. Sell-side 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 disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. 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 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 23.57%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong quarterly results — TSMC reported $3.11 EPS and $30.65B revenue with a 45% net margin and 36% ROE, reinforcing its cash-generative operating profile. Earnings Release
• Positive Sentiment: Dividend increase and upbeat guidance — management boosted the annual dividend ~28% (TWD 18 → TWD 23) and guided to strong revenue growth (cited ~38% for Q1), which supports income and growth narratives. Dividend & Guidance Article
• Positive Sentiment: Longer-term AI upside — analyst coverage highlights TSMC’s dominance in AI chip manufacturing and forecasts AI-related wafer/service revenue growing at a high CAGR (reported as ~60% through 2029), supporting multi‑year demand. AI Growth Article
• Positive Sentiment: Demand tailwinds from Nvidia & the AI cycle — coverage notes Nvidia’s AI surge has lifted chip demand and investor enthusiasm for foundries, helping TSMC reach new market-cap milestones. Nvidia/Tailwind Article
• Neutral Sentiment: Inclusion in international ETFs and buy-side interest — TSMC features in large ex‑US ETFs (eg. VEU) and has an average “Buy” consensus from brokerages, which supports sustained institutional demand but also ties performance to international flows. VEU/ETF Article
• Neutral Sentiment: Analyst lists and momentum coverage — TSMC is frequently cited among stocks near 52‑week highs with further upside potential, keeping it on investors’ watchlists but also highlighting valuation scrutiny. Zacks Momentum Article
• Negative Sentiment: Profit‑taking after a strong run — TSMC has recently hit 52‑week highs and some of today’s pullback looks like short‑term profit‑taking and rebalancing by funds that locked gains. 52‑Week High Article
• Negative Sentiment: Geopolitical and market‑rotation risks — commentators note rising geopolitical concerns and a broader rotation away from U.S. tech that could increase perceived execution or supply‑chain risk for Taiwan‑based exporters. Geopolitical Risk Article

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. TD Cowen boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research report on Friday, January 16th. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a report on Thursday, January 15th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Four analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $391.43.

About Taiwan Semiconductor Manufacturing

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.