Oppenheimer Asset Management Inc. Buys 13,345 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Oppenheimer Asset Management Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 130,801 shares of the semiconductor company’s stock after buying an additional 13,345 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $36,531,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of TSM. Jennison Associates LLC grew its holdings in Taiwan Semiconductor Manufacturing by 26.7% during the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock valued at $2,728,478,000 after purchasing an additional 2,537,760 shares during the period. Brown Advisory Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 43.2% during the second quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock valued at $798,640,000 after buying an additional 1,842,951 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in shares of Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after buying an additional 1,820,852 shares during the period. Finally, Alliancebernstein L.P. increased its position in shares of Taiwan Semiconductor Manufacturing by 18.0% in the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock valued at $2,368,587,000 after buying an additional 1,593,786 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Argus upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Finally, Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Three research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $381.67.

Trending Headlines about Taiwan Semiconductor Manufacturing

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.

Taiwan Semiconductor Manufacturing Stock Up 5.5%

Shares of Taiwan Semiconductor Manufacturing stock opened at $349.01 on Monday. The firm has a market cap of $1.81 trillion, a PE ratio of 32.77, a P/E/G ratio of 0.98 and a beta of 1.31. The business’s 50 day simple moving average is $314.52 and its 200 day simple moving average is $284.76. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share 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. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal 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 $0.9678 dividend. This represents a $3.87 annualized dividend and a yield of 1.1%. The ex-dividend date is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 23.57%.

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.