Dearborn Partners LLC Invests $1.20 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Dearborn Partners LLC bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 2,521 shares of the semiconductor company’s stock, valued at approximately $1,204,000.

A number of other institutional investors and hedge funds have also bought and sold shares of TSM. Cedar Mountain Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 88.2% during the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 30 shares during the last quarter. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $27,000. Evolution Wealth Management Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 67 shares during the last quarter. Finally, Strategic Advocates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 2.5%

Shares of NYSE TSM opened at $427.95 on Friday. The stock has a market capitalization of $2.22 trillion, a P/E ratio of 30.88, a PEG ratio of 0.96 and a beta of 1.38. The stock’s fifty day moving average is $423.88 and its 200 day moving average is $395.94. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $225.63 and a 52 week high of $479.00. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. Sell-side analysts forecast 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. Stockholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction on Tuesday, August 18th. The stock was acquired at an average cost of $74.50 per share, for a total transaction of $74,500.00. Following the completion of the transaction, the vice president directly owned 6,000 shares in the company, valued at approximately $447,000. This trade represents a 20.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Shyue-Shyh Lin bought 1,000 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were acquired at an average price of $74.13 per share, with a total value of $74,130.00. Following the completion of the purchase, the vice president directly owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. The trade was a 3.42% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders bought 17,662 shares of company stock valued at $1,307,491. Company insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on TSM. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, August 12th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Bank of America raised their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Finally, Sanford C. Bernstein lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Three research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $524.25.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is reportedly set to manufacture Xiaomi’s Xring O3 processor using its leading 3-nanometer process. The order expands TSMC’s exposure to AI-enabled smartphones, consumer devices and autonomous-driving applications, while demonstrating that demand for advanced nodes is broadening beyond its largest established customers. Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work?
• Positive Sentiment: TSMC’s July revenue reportedly jumped 44.7% year over year, reinforcing expectations for powerful AI-related demand and increasing pressure on Nvidia and other major customers to support strong growth forecasts. TSMC’s July Surge Raises the Bar for Nvidia’s Foundry
• Positive Sentiment: A hedge fund’s decision to sell Sandisk and buy TSMC provides an additional signal of institutional confidence in TSMC’s long-term positioning, although it does not necessarily represent broad Wall Street consensus. This Hedge Fund Just Sold Sandisk and Bought Taiwan Semiconductor Manufacturing Stock. Does Wall Street Agree With the Move?
• Positive Sentiment: TSMC and Sony are investing $4.7 billion in a joint venture to develop and manufacture next-generation smartphone image sensors, with mass production expected in 2029. The project could diversify TSMC’s growth beyond processors and deepen its strategic relationship with Sony. Sony Group and Taiwan Semiconductor Are Betting $4.7 Billion on the “Eyes” of AI Machines
• Neutral Sentiment: Commentary remains bullish on TSMC as a central supplier to the AI industry and highlights potential for further appreciation through 2027. However, these price projections depend on sustained AI demand, successful capacity expansion and continued execution, rather than new company guidance. Price Prediction: TSM Will Trade at This Price in 2027
• Negative Sentiment: TSMC’s strong sales have raised the bar for upcoming industry and customer updates. If Nvidia or other major AI customers provide conservative guidance, investors could view that as a near-term risk despite TSMC’s current momentum. TSMC Jumps Before Nvidia Tests Its Capacity Bet

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.