Mangrove Partners IM LLC Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mangrove Partners IM LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 3,557 shares of the semiconductor company’s stock, valued at approximately $1,081,000.

Several other institutional investors have also modified their holdings of the business. Titan Wealth CI Ltd bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $13,510,000. Bank Hapoalim BM lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 57.0% during the 4th quarter. Bank Hapoalim BM now owns 1,565 shares of the semiconductor company’s stock valued at $476,000 after purchasing an additional 568 shares in the last quarter. Blair William & Co. IL lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.3% during the 4th quarter. Blair William & Co. IL now owns 121,329 shares of the semiconductor company’s stock valued at $36,871,000 after purchasing an additional 25,281 shares in the last quarter. Graham Capital Management L.P. bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $213,000. Finally, Night Squared LP bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $7,159,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on TSM. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. DA Davidson reiterated a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Finally, Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average price target of $404.29.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction on Monday, June 15th. The shares were bought at an average cost of $75.26 per share, for a total transaction of $75,260.00. Following the transaction, the vice president directly owned 4,000 shares in the company, valued at approximately $301,040. The trade was a 33.33% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased 4,496 shares of company stock valued at $304,667 in the last 90 days. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC signed a 10-year advanced packaging deal with Amkor in Arizona, strengthening its U.S. supply-chain footprint and supporting long-term growth in advanced chip packaging demand. TSMC and Amkor Sign 10-Year Advanced Packaging Deal in Arizona
• Positive Sentiment: Analysts and investors continue to view TSMC as a key AI beneficiary, citing strong recent results, durable positioning in the AI supply chain, and confidence around its capacity expansion plans. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)
• Positive Sentiment: A TSMC vice president bought additional shares in a recent insider purchase, which can be read as a vote of confidence from management. Taiwan Semiconductor Manufacturing Company Ltd. stock information
• Neutral Sentiment: Market commentary highlighted TSMC as a trending stock and a core holding in AI-focused portfolios, but these pieces were mostly sentiment-driven rather than catalyst-driven. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: News that Alphabet may split next-generation AI processor manufacturing between Samsung and TSMC suggests continued strong demand for TSMC, though it also points to rising competition for future foundry work. Alphabet (GOOGL) In Talks With Samsung For Manufacturing Next-Gen AI Processors
• Negative Sentiment: TSMC’s CEO warned about water and talent shortages, raising concerns about operational constraints that could affect long-term expansion. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
• Negative Sentiment: A Zacks article noted TSMC fell more than the broader market in the latest session, reflecting broad profit-taking and weaker near-term trading sentiment. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Taiwan Semiconductor Manufacturing Stock Down 3.4%

Shares of Taiwan Semiconductor Manufacturing stock opened at $426.34 on Wednesday. The business’s 50 day simple moving average is $400.82 and its 200 day simple moving average is $355.22. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $206.20 and a 52-week high of $450.16. The firm has a market cap of $2.21 trillion, a PE ratio of 35.47, a P/E/G ratio of 1.29 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

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. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $30.65 billion for the quarter. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 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 $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is 29.20%.

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.