Baader Bank Aktiengesellschaft Grows Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Baader Bank Aktiengesellschaft boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 62.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 14,309 shares of the semiconductor company’s stock after buying an additional 5,517 shares during the period. Baader Bank Aktiengesellschaft’s holdings in Taiwan Semiconductor Manufacturing were worth $4,333,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Stephens Consulting LLC grew its position in Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares during the last quarter. Ares Financial Consulting LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. Resources Management Corp CT ADV purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $32,000. Maseco LLP purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $35,000. Finally, Cedar Wealth Management LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 64 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. This represents a 12.42% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Insiders acquired 1,346 shares of company stock valued at $78,185 over the last ninety days. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $399.97 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $188.81 and a 52 week high of $420.00. 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 market capitalization of $2.07 trillion, a P/E ratio of 33.28, a P/E/G ratio of 1.16 and a beta of 1.39. The stock’s fifty day moving average is $363.15 and its two-hundred day moving average is $333.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC announced a quarterly dividend increase to $1.1136 per share, a 17.2% raise from the prior payout, signaling confidence in cash flow and rewarding shareholders.
• Positive Sentiment: The company approved roughly $31.28 billion in capital spending to expand advanced chip production, supporting its AI, 5G, and high-performance computing growth outlook.
• Positive Sentiment: Articles highlighted TSMC’s advanced-node leadership as central to the AI chip cycle, reinforcing its strategic importance as demand for cutting-edge semiconductors grows. Article Title
• Positive Sentiment: New coverage also pointed to a surprise Sony-TSMC collaboration tied to AI-ready image sensors, adding to sentiment around future demand opportunities. Article Title
• Neutral Sentiment: Some investors are questioning whether the stock has become expensive after a big year-to-date run, so valuation concerns may limit upside even as fundamentals remain strong.
• Negative Sentiment: TSMC shares also face periodic pressure from broader chip-sector selloffs and concerns that heavy AI spending could cool, which could trigger profit-taking in the stock. Article Title

Wall Street Analysts Forecast Growth

A number of research firms have commented on TSM. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Barclays raised their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $404.29.

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.