Thrivent Financial for Lutherans Acquires 21,492 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Thrivent Financial for Lutherans lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.8% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,214,419 shares of the semiconductor company’s stock after acquiring an additional 21,492 shares during the period. Taiwan Semiconductor Manufacturing makes up about 0.7% of Thrivent Financial for Lutherans’ investment portfolio, making the stock its 16th biggest position. Thrivent Financial for Lutherans’ holdings in Taiwan Semiconductor Manufacturing were worth $368,957,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in TSM. Brighton Jones LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after acquiring an additional 1,892 shares during the period. Gamco Investors INC. ET AL bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $701,000. Bank of Nova Scotia lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after acquiring an additional 1,784 shares during the period. FWL Investment Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after acquiring an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $270,000. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 4.5%

Shares of Taiwan Semiconductor Manufacturing stock opened at $417.77 on Friday. The stock has a market capitalization of $2.16 trillion, a P/E ratio of 34.76, a price-to-earnings-growth ratio of 1.17 and a beta of 1.39. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The company has a 50-day simple moving average of $364.44 and a 200 day simple moving average of $334.32. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $188.81 and a 12-month high of $421.97.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 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, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Analysts Set New Price Targets

A number of research firms have recently commented on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $404.29.

Insider Activity

In other news, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction that occurred on Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares of the company’s stock, valued at $506,222.43. This trade represents a 12.42% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. In the last ninety days, insiders have bought 1,346 shares of company stock worth $78,185. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC raised its long-term forecast for the global semiconductor market to $1.5 trillion by 2030, up from $1 trillion, saying AI and high-performance computing will drive most of that growth. The company also said it is expanding capacity aggressively with new wafer fabs and advanced packaging projects across multiple countries. Reuters article
• Positive Sentiment: Shares are also getting a lift from a broad AI and semiconductor rally, with Nvidia and other chip leaders strong and TSMC flashing buy signals in market coverage. Dow Jones Futures article
• Positive Sentiment: News flow around robust AI demand, including TSMC’s strong monthly revenue trends and continued capital spending, is reinforcing expectations for sustained growth into 2026. Quiver Quantitative article

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.