Dearborn Partners LLC Invests $852,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Dearborn Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,521 shares of the semiconductor company's stock, valued at approximately $852,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Brookstone Capital Management grew its stake in Taiwan Semiconductor Manufacturing by 87.3% during the 2nd quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company's stock worth $12,008,000 after buying an additional 11,719 shares during the last quarter. Capital Research Global Investors lifted its stake in Taiwan Semiconductor Manufacturing by 66.3% in the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company's stock valued at $976,821,000 after buying an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $961,000. Meridian Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company's stock valued at $20,049,000 after acquiring an additional 14,406 shares during the period. Finally, Y Intercept Hong Kong Ltd boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 273.2% during the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company's stock valued at $27,438,000 after acquiring an additional 59,435 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Analysts Set New Price Targets

TSM has been the topic of a number of analyst reports. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a "buy" rating in a report on Monday, July 27th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an "overweight" rating in a research report on Friday, July 17th. Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, August 12th. Finally, Bank of America lifted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a report on Wednesday, June 24th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of "Buy" and a consensus target price of $524.25.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 3,000 shares of the business's stock in a transaction on Tuesday, July 21st. The stock was bought at an average cost of $74.39 per share, with a total value of $223,170.00. Following the acquisition, the vice president owned 4,000 shares of the company's stock, valued at $297,560. The trade was a 300.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the business's stock in a transaction on Tuesday, August 18th. The stock was acquired at an average cost of $74.50 per share, with a total value of $74,500.00. Following the completion of the acquisition, the vice president directly owned 6,000 shares in the company, valued at $447,000. The trade was a 20.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 17,662 shares of company stock valued at $1,307,491 over the last 90 days. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $410.11 on Tuesday. The stock has a market cap of $2.13 trillion, a price-to-earnings ratio of 29.59, a PEG ratio of 0.96 and a beta of 1.39. The company has a debt-to-equity ratio of 0.14, a current ratio of 2.46 and a quick ratio of 2.25. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $225.63 and a 12 month high of $479.00. The stock's 50 day moving average price is $425.06 and its 200 day moving average price is $394.12.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The firm had revenue of $39.89 billion during the quarter. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 21.43%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Xiaomi selected TSMC to manufacture its new Xring O3 smartphone processor using the 3-nanometer process. The deal reinforces TSMC’s leadership in advanced-node manufacturing and adds demand from a major smartphone customer. Xiaomi launches new Xring chip, partners with TSMC for production
• Positive Sentiment: Investor commentary continues to identify TSMC as a potential long-term beneficiary of AI infrastructure spending because it manufactures critical chips for leading accelerator designers. Reports also highlighted strong AI-driven results, U.S. expansion and increased interest from prominent money managers. Why this chip stock could benefit from the AI semiconductor boom
• Neutral Sentiment: One report said George Soros’s investment firm substantially increased its TSMC position, although hedge-fund views remain divided and the report is not a fundamental change to TSMC’s operations. George Soros increased his Taiwan Semiconductor stake
• Negative Sentiment: Semiconductor shares broadly declined in a sector-wide de-risking move before Nvidia’s earnings. Intel, AMD and the semiconductor ETF also fell, indicating that TSM’s weakness was driven more by industry sentiment and profit-taking than by a company-specific announcement. Semiconductor stocks slide ahead of Nvidia earnings
• Negative Sentiment: Reports cited weakening confidence in AI-chip demand and Samsung’s sharp decline as catalysts for profit-taking across the supply chain. Nvidia’s results and outlook are now an important near-term test for TSMC’s AI growth narrative. TSMC slides as AI-chip confidence weakens
• Negative Sentiment: Japan’s planned additional funding for Rapidus to develop 2-nanometer chips could support a future domestic competitor in advanced semiconductor manufacturing, though its near-term competitive impact appears limited. Rapidus to receive additional Japanese government funding

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.

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