8,701 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Shannon River Fund Management LLC

Key Points

• Shannon River Fund Management LLC opened a new position of 8,701 shares of Taiwan Semiconductor (TSM), worth about $2.43 million, representing 0.4% of the fund's portfolio and its 19th-largest holding.
• TSMC reported strong results with $3.11 EPS and $30.65 billion in revenue for the quarter, a 45.13% net margin and roughly a $1.84 trillion market cap; the company declared a quarterly dividend of $0.9503 (annualized yield ~1.1%, ex-dividend June 11).
• Brokerages have largely upgraded or reiterated buys on TSM with a consensus price target near $391.43, citing AI-driven revenue strength, though analysts warn of short-term volatility from macro/energy risks and valuation concerns.

Shannon River Fund Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,701 shares of the semiconductor company's stock, valued at approximately $2,430,000. Taiwan Semiconductor Manufacturing accounts for 0.4% of Shannon River Fund Management LLC's investment portfolio, making the stock its 19th biggest holding.

Other large investors have also recently bought and sold shares of the company. Westfuller Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company's stock worth $434,000 after acquiring an additional 34 shares in the last quarter. BankPlus Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 1.6% during the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company's stock worth $640,000 after purchasing an additional 35 shares during the last quarter. Bank of Jackson Hole Trust boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 7.5% in the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company's stock valued at $140,000 after purchasing an additional 35 shares in the last quarter. New Millennium Group LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% in the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company's stock valued at $349,000 after purchasing an additional 35 shares in the last quarter. Finally, Empirical Asset Management LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 1.8% in the 3rd quarter. Empirical Asset Management LLC now owns 2,008 shares of the semiconductor company's stock valued at $561,000 after purchasing an additional 36 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Up 2.1%

NYSE:TSM opened at $354.35 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The company has a market cap of $1.84 trillion, a PE ratio of 33.27, a P/E/G ratio of 0.95 and a beta of 1.29. The firm's 50 day simple moving average is $345.96 and its 200 day simple moving average is $304.58.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Bank of America reiterated a Buy on TSM with a $470 price target, reinforcing confidence in TSM’s technology leadership and margin upside — a clear catalyst for investor buying. TSMC: Resilient Growth, Sustained Technology Leadership, and Margin Upside Support Buy Rating
• Positive Sentiment: Zacks upgraded TSMC to a Zacks Rank #1 (Strong Buy), signalling rising optimism on earnings prospects and likely adding to buying pressure from retail and quant flows. TSMC (TSM) Upgraded to Strong Buy: Here's What You Should Know
• Positive Sentiment: Multiple reports show strong February sales and continued AI-driven revenue growth (reports of ~22–30% year-over-year sales gains and industry-wide semiconductor sales surging), supporting the bull case for higher future earnings and cash flow. TSMC Stock Is Rising. Chip Maker Revenue Jumps 30% on AI Demand
• Neutral Sentiment: Macro risk from the Iran war and energy-market shocks is creating short-term volatility across foreign stocks; analysts note growth drivers remain intact but near-term uncertainty could intermittently pressure sentiment. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off.
• Neutral Sentiment: Analyst commentary and sector reports highlight booming semiconductor demand (AI-led), which is supportive but also raises expectations—keeping moves sensitive to execution and guidance. The Zacks Analyst Blog Analog Devices, NXP, Taiwan and NVIDIA
• Negative Sentiment: Barron's flagged that despite strong revenue growth investors are focused on seasonal weakness and the risk of energy disruptions — factors that can cap multiple expansion and trigger short-term profit-taking. TSMC Stock Slips. Why Strong Revenue Growth Isn't Enough for Investors
• Negative Sentiment: At least one report noted industry shares fell after Taiwan Semiconductor’s sales were said to have come in below some expectations, a reminder that any miss or cautious commentary can quickly weigh on the more richly valued chip group. Impinj and IPG Photonics Shares Are Falling, What You Need To Know
• Negative Sentiment: Valuation debate articles highlight that TSMC’s rally (big gains over recent months) raises concerns about whether current multiples fully price in cyclical/energy risks — a potential headwind if growth expectations slip. Taiwan Semiconductor Manufacturing NYSE: TSM Valuation Debate Defines Market Narrative

Analysts Set New Price Targets

Several brokerages recently weighed in on TSM. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Saturday, January 17th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research note on Friday, January 23rd. The Goldman Sachs Group reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Finally, DA Davidson upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Friday, February 13th. Four investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Buy" and a consensus price target of $391.43.

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.

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