Hosking Partners LLP Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hosking Partners LLP boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 51.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,715 shares of the semiconductor company’s stock after buying an additional 9,103 shares during the quarter. Hosking Partners LLP’s holdings in Taiwan Semiconductor Manufacturing were worth $7,461,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Bank of America Corp DE grew its stake in Taiwan Semiconductor Manufacturing by 0.8% in the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company’s stock worth $3,353,348,000 after purchasing an additional 115,158 shares in the last quarter. Jennison Associates LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.7% in the 2nd quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company’s stock worth $2,728,478,000 after buying an additional 2,537,760 shares during the period. Alliancebernstein L.P. grew its position in shares of Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company’s stock worth $2,368,587,000 after buying an additional 1,593,786 shares in the last quarter. WCM Investment Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 3.3% during the second quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company’s stock valued at $2,299,108,000 after buying an additional 324,615 shares during the period. Finally, Sands Capital Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 6.5% in the second quarter. Sands Capital Management LLC now owns 8,552,278 shares of the semiconductor company’s stock valued at $1,937,005,000 after acquiring an additional 524,960 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 2.7%

Shares of NYSE:TSM opened at $318.70 on Thursday. The business’s 50-day moving average is $294.79 and its 200 day moving average is $268.61. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $333.08. The firm has a market capitalization of $1.65 trillion, a P/E ratio of 32.69, a P/E/G ratio of 0.93 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued 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 34.34% and a net margin of 43.72%. On average, research 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 company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a $0.9678 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. The ex-dividend date 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 25.74%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on TSM shares. Barclays increased their target price on shares of Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a report on Friday, October 17th. Sanford C. Bernstein reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Needham & Company LLC restated a “buy” rating and set a $360.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Monday, October 27th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 17th. Eight research analysts have rated the stock with a Buy rating, According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $355.00.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Wall Street has been lifting price targets and calling TSMC a leading beneficiary of the AI capex cycle; upgraded targets and record?high prints have supported the rally. Taiwan Semiconductor (TSM) Stock: Wall Street Raises Price Targets as Shares Hit Record Highs
• Positive Sentiment: J.P. Morgan and other brokers highlight TSMC’s dominant position in AI chip manufacturing (advanced nodes, capacity and margins), arguing competitors like Intel are unlikely to displace it soon — a structural bullish thesis for revenue and pricing power. TSMC Stock Can Keep Winning From AI, J.P. Morgan Says.
• Positive Sentiment: NVIDIA’s potential H200 shipments to China (if approved) could create a meaningful multi?year demand stream for TSMC given limited local Chinese capacity — a possible strong catalyst for incremental fab utilization. Why an NVIDIA Chip Could Supercharge TSMC’s Next Rally
• Positive Sentiment: Independent bullish research is adding upside targets (e.g., Seeking Alpha’s $358 target), reinforcing analyst momentum and supporting investor conviction in further gains. Taiwan Semiconductor: The Ultimate AI Infrastructure Play With A $358 Target And +18% Upside
• Neutral Sentiment: TSMC is operationally expanding in the U.S. (Arizona) and made a leadership change at TSMC Arizona as it scales U.S. operations — a strategic de?risking step but with near?term capex and execution considerations. TSMC Arizona Names New Treasurer as US Operations Expand
• Neutral Sentiment: Analyst consensus remains strong (majority “Buy”), which underpins medium?term sentiment but also raises the bar for future beats. Taiwan Semiconductor Manufacturing Company Ltd. Given Consensus Rating of “Buy” by Analysts
• Neutral Sentiment: Regulatory moves (a recent one?year U.S. export license for equipment to TSMC’s China operations) removed an immediate bottleneck and supported recent gains, but this is contingent on evolving policy. Why Is Taiwan Semiconductor Stock Gaining Tuesday?
• Negative Sentiment: Valuation and profit?taking risks: the stock is trading near 52?week/all?time highs and analysts warn a premium multiple leaves little room for disappointment, prompting some investors to lock in gains. TSM Hits 52-Week High: Should You Hold the Stock or Book Profits?
• Negative Sentiment: Geopolitical and policy uncertainty remain material: potential Nvidia H200 sales to China require approvals and export rules can change quickly — a key downside risk that can reverse the upside scenario. Is It Too Late To Consider Taiwan Semiconductor (NYSE:TSM) After Its Strong Multi?Year Rally?

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.