Candriam S.C.A. Has $243.22 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Candriam S.C.A. increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 870,862 shares of the semiconductor company’s stock after acquiring an additional 9,833 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 1.3% of Candriam S.C.A.’s holdings, making the stock its 9th largest position. Candriam S.C.A.’s holdings in Taiwan Semiconductor Manufacturing were worth $243,223,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Westfuller Advisors LLC raised its holdings in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after acquiring an additional 34 shares during the period. BankPlus Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 1.6% in the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after purchasing an additional 35 shares during the last quarter. Bank of Jackson Hole Trust grew its position in shares of Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after purchasing an additional 35 shares during the last quarter. Catalyst Private Wealth LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.8% in the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 38 shares during the period. Finally, Venture Visionary Partners LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 1.1% during the 3rd quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company’s stock worth $989,000 after purchasing an additional 39 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Up 5.5%

Shares of TSM stock opened at $349.01 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $351.33. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The stock has a fifty day moving average price of $314.52 and a 200 day moving average price of $284.76. The stock has a market cap of $1.81 trillion, a P/E ratio of 32.77, a price-to-earnings-growth ratio of 0.98 and a beta of 1.31.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Tuesday, March 17th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 23.57%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC plans mass production of 3nm chips in Japan with roughly a $17B investment, signaling a big boost to advanced-node capacity and geographic diversification. This report is from Reuters. Read More.
• Positive Sentiment: Coverage notes Tokyo is ramping up subsidies and support as TSMC expands 3nm production in Japan — a combination that reduces capex risk and improves project economics. (Benzinga) Read More.
• Positive Sentiment: Multiple outlets frame the ~$17B Japan upgrade as a strategic game-changer that addresses surging AI chip demand and mitigates geopolitical concentration risk. (Blockonomi) Read More.
• Positive Sentiment: Deep-dive reporting highlights TSMC’s decision to produce advanced 3nm chips at Kumamoto to meet accelerating AI demand — underlining why capacity expansion is urgent. (Barron’s) Read More.
• Positive Sentiment: Financial news outlets reiterate the expansion and tie it to strong recent results (Q4 revenue growth), reinforcing expectations for sustained demand-driven revenue. (24/7 Wall St.) Read More.
• Positive Sentiment: Market-data coverage flags TSMC’s upgraded Japan plans and the shift toward mass-producing advanced 3nm chips — a near-term catalyst for investor sentiment. (TipRanks) Read More.
• Positive Sentiment: Zacks Research upgraded TSMC from Hold to Strong Buy, which can attract flows and supports the bullish momentum. Read More.
• Neutral Sentiment: A Zacks piece notes the consensus price target implies ~25% upside but cautions that price-target signals are imperfect; earnings-estimate revision trends are a more reliable short-term indicator. Read More.
• Neutral Sentiment: Another Zacks piece examines whether Wall Street recommendations matter materially for investors, a reminder to weigh analyst upgrades alongside fundamentals and execution risk. Read More.

Wall Street Analyst Weigh In

A number of research firms have issued reports on TSM. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Sanford C. Bernstein reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Finally, Freedom Capital upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Three investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $381.67.

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.