DSM Capital Partners LLC Acquires 8,950 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

DSM Capital Partners LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 21.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,987 shares of the semiconductor company’s stock after acquiring an additional 8,950 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 0.2% of DSM Capital Partners LLC’s portfolio, making the stock its 25th largest position. DSM Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $14,240,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Cerity Partners LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 3.5% in the third quarter. Cerity Partners LLC now owns 560,077 shares of the semiconductor company’s stock worth $156,421,000 after purchasing an additional 19,145 shares during the last quarter. First Merchants Corp lifted its holdings in Taiwan Semiconductor Manufacturing by 1,042.6% during the 3rd quarter. First Merchants Corp now owns 14,751 shares of the semiconductor company’s stock worth $4,120,000 after buying an additional 13,460 shares during the period. Crews Bank & Trust grew its position in shares of Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. Crews Bank & Trust now owns 1,977 shares of the semiconductor company’s stock valued at $552,000 after buying an additional 55 shares during the last quarter. Gunderson Capital Management Inc. increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.3% in the third quarter. Gunderson Capital Management Inc. now owns 33,394 shares of the semiconductor company’s stock valued at $9,327,000 after buying an additional 1,383 shares during the period. Finally, SeaBridge Investment Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.9% during the third quarter. SeaBridge Investment Advisors LLC now owns 73,665 shares of the semiconductor company’s stock worth $20,574,000 after acquiring an additional 629 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently commented on TSM. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday. Susquehanna upped their price objective on shares of Taiwan Semiconductor Manufacturing from $300.00 to $400.00 and gave the company a “positive” rating in a research note on Friday, October 10th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, October 17th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $360.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, October 27th. Eight investment analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $355.00.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Several major analysts raised targets and reiterated buy calls, citing stronger-than-expected AI-driven demand and higher margin visibility — a key driver of the stock rally today. Goldman Sachs Price Target
• Positive Sentiment: A bullish valuation note projects further upside (Seeking Alpha’s $358 target), reinforcing investor belief that TSMC is the central beneficiary of the AI infrastructure buildout and pricing power on advanced nodes. Seeking Alpha Bull Case
• Positive Sentiment: Policy and product developments could materially lift volumes: a U.S. one‑year export license to allow TSMC to import U.S. equipment for its China fabs plus potential large H200 GPU orders from NVIDIA create a pathway for sizable incremental revenue if approvals continue. Benzinga Export License MarketBeat on NVIDIA H200
• Neutral Sentiment: Market positioning and derivatives activity have picked up (notable options volume), signaling speculative interest and positioning that can amplify moves in either direction. Benzinga Options Activity
• Neutral Sentiment: Management tweak at TSMC Arizona (new treasurer) reflects ongoing U.S. buildout and operational scaling but is not expected to materially change fundamentals near term. TipRanks Arizona Appointment
• Negative Sentiment: Legal risk persists: Taiwanese prosecutors filed additional indictments related to alleged trade‑secret theft tied to TSMC technology, a reputational and potential operational/legal overhang that could weigh on sentiment if it escalates. Reuters Trade-Secrets Case

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $327.22 on Wednesday. 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 Company Ltd. has a twelve month low of $134.25 and a twelve month high of $333.08. The company has a fifty day moving average of $294.52 and a 200-day moving average of $268.26. The firm has a market capitalization of $1.69 trillion, a P/E ratio of 33.56, a P/E/G ratio of 0.92 and a beta of 1.29.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This is an increase 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 yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.74%.

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.