Mirabella Financial Services LLP Purchases 9,570 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Mirabella Financial Services increased its stake in Taiwan Semiconductor (TSM) by 122.8%, buying 9,570 shares in Q3 to hold 17,361 shares worth about $4.84 million.
• TSMC posted strong results (Q EPS $3.11, revenue $30.65B, ROE 34.9%, net margin 45.1%) and has a market cap of roughly $1.76 trillion; analysts are mostly bullish with an average target of $391.43 and some higher targets (Barclays $450).
• Market sentiment is positive—marked by unusually large call‑option activity and institutional buying—but risks include potential energy/chemical supply disruptions and longer‑term competition from China’s domestic chip push.

Mirabella Financial Services LLP grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 122.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 17,361 shares of the semiconductor company's stock after purchasing an additional 9,570 shares during the quarter. Mirabella Financial Services LLP's holdings in Taiwan Semiconductor Manufacturing were worth $4,839,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in TSM. Westfuller Advisors LLC increased its holdings in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company's stock valued at $434,000 after buying an additional 34 shares during the last quarter. BankPlus Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.6% during the 3rd quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company's stock worth $640,000 after acquiring an additional 35 shares during the last quarter. Bank of Jackson Hole Trust grew its position in shares of Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company's stock valued at $140,000 after acquiring an additional 35 shares during the period. New Millennium Group LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company's stock valued at $349,000 after acquiring an additional 35 shares during the period. 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 worth $561,000 after purchasing an additional 36 shares in the last quarter. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $340.22 on Tuesday. The business's 50-day simple moving average is $347.35 and its two-hundred day simple moving average is $307.18. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $390.20. The stock has a market cap of $1.76 trillion, a PE ratio of 31.95, a P/E/G ratio of 0.93 and a beta of 1.29. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Unusually large call‑option activity: traders bought ~468,549 TSM calls (≈213% above average), signalling short‑term bullish bets and potential dealer hedging that can amplify upside.
• Positive Sentiment: Bullish analyst/coverage lift: recent pieces highlight sustained AI demand and reiterations from major firms that TSMC’s rally may continue, supporting investor enthusiasm and upside price targets. TSMC Stock (TSM): Top Bernstein Analyst Turns Up the Heat on This AI Chipmaker Taiwan Semiconductor (TSM) Stock Soars 83% — Bernstein Says Rally Isn’t Over Yet
• Positive Sentiment: Institutional positioning and analyst targets remain supportive: recent data show large hedge‑fund additions and multiple buy/overweight ratings with elevated price targets, underpinning momentum. TSMC Stock (TSM) Opinions on BofA Buy Rating and AI Demand
• Neutral Sentiment: Customer product timing and memory supply issues: a report that Nvidia’s Rubin GPU may face HBM4 supply-driven delays while Google TPU demand rises could tighten demand for TSMC capacity — positive for pricing/long‑term utilization but potentially uneven near‑term revenue. Nvidia Rubin GPU Faces Possible Delay As HBM4 Supply Falls Short, While Google TPU Demand Surges In Race For TSMC Capacity: Report
• Neutral Sentiment: Sector commentary and stock comparisons continue to keep TSMC in focus with broader tech flows and AI narratives (e.g., Micron vs. TSM). These articles sustain interest but are not company‑specific catalysts. Better Chip Stock to Buy: Micron or Taiwan Semiconductor?
• Negative Sentiment: Energy & chemical supply risk: Morgan Stanley and others flag an "LNG cliff" for Taiwan and possible sulfuric‑acid shortages if the Strait of Hormuz is disrupted — a real production risk for energy‑intensive fabs that could hit output if prolonged. Strait Of Hormuz Risks Put TSMC LNG And Chemical Supply In Focus Morgan Stanley: Taiwan’s 11-day ‘LNG cliff’ threatens global chip supply
• Negative Sentiment: Geopolitical / competitive pressure from Chinese domestic chip push: progress toward 7nm domestically raises longer‑term competition risk in the region, which could weigh on TSMC’s market share outlook over years (not an immediate earnings hit). China's Next Chip Push Moves Toward 7 nm

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on TSM. Barclays raised their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an "overweight" rating in a report on Friday, January 16th. Argus upgraded Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Thursday, January 15th. UBS Group set a $330.00 price objective on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. DA Davidson raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Friday, February 13th. Finally, Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, March 5th. Four research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average target price 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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