Rathbones Group PLC Has $309.55 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Rathbones Group PLC grew its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,018,629 shares of the semiconductor company’s stock after buying an additional 77,053 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 1.2% of Rathbones Group PLC’s portfolio, making the stock its 20th largest holding. Rathbones Group PLC’s holdings in Taiwan Semiconductor Manufacturing were worth $309,551,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. IFP Advisors Inc lifted its position in shares of Taiwan Semiconductor Manufacturing by 0.5% during the 4th quarter. IFP Advisors Inc now owns 21,117 shares of the semiconductor company’s stock worth $6,417,000 after purchasing an additional 103 shares during the last quarter. Midwest Professional Planners LTD. lifted its position in shares of Taiwan Semiconductor Manufacturing by 14.2% during the 4th quarter. Midwest Professional Planners LTD. now owns 4,612 shares of the semiconductor company’s stock worth $1,402,000 after purchasing an additional 575 shares during the last quarter. Quantum Private Wealth LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 2.9% during the 4th quarter. Quantum Private Wealth LLC now owns 15,260 shares of the semiconductor company’s stock worth $4,637,000 after purchasing an additional 428 shares during the last quarter. Adell Harriman & Carpenter Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 13.9% during the 4th quarter. Adell Harriman & Carpenter Inc. now owns 62,844 shares of the semiconductor company’s stock worth $19,098,000 after purchasing an additional 7,685 shares during the last quarter. Finally, Northbridge Financial Group LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $389,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling

In related news, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders bought 3,346 shares of company stock valued at $218,005. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Trading Up 2.3%

Shares of TSM opened at $401.82 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $190.03 and a 12-month high of $421.97. The company has a quick ratio of 2.32, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $2.08 trillion, a price-to-earnings ratio of 33.43, a P/E/G ratio of 1.15 and a beta of 1.39. The stock’s 50-day moving average price is $368.37 and its 200 day moving average price is $337.04.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. 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. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: BofA reiterated its bullish view after TSMC’s Taiwan Technology Symposium, pointing to progress in next-gen chipmaking and packaging technology, which reinforces the company’s leadership in AI semiconductors. BofA Reiterates Buy on Taiwan Semiconductor (TSM) After Tech Symposium
• Positive Sentiment: Analysts remain constructive on TSMC’s growth outlook, with higher earnings estimates, upbeat price targets, and commentary that the stock still looks attractive despite its recent run. Analyst coverage and price target updates
• Positive Sentiment: Recent coverage continues to frame TSMC as a key beneficiary of AI data-center demand, helped by strong revenue guidance and a large cash balance that supports aggressive capacity expansion. Here’s How TSM Targets Growth With Strong Cash Position
• Positive Sentiment: Insider buying from VP Bor-Zen Tien signals internal confidence, and broader institutional interest remains strong even as some funds trim positions. Insider Buying: Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Purchases 2,000 Shares of Stock
• Neutral Sentiment: Cathie Wood’s ARK funds sold more than $28 million of TSM and AMD, a notable headline, but it appears to be more of a portfolio shift than a company-specific warning. Cathie Wood dumps more semiconductor stocks in blindsiding move
• Negative Sentiment: A broader semiconductor sell-off followed reports of a potential Samsung strike and TSMC’s stake sale in Vanguard International Semiconductor, which raised concern about chip supply chains. Himax, Western Digital, and Amkor Shares Are Falling, What You Need To Know
• Negative Sentiment: Geopolitical headlines remain a drag, with renewed Trump-Xi/Taiwan commentary and Middle East conflict concerns keeping investors alert to possible supply-chain disruptions. Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on the company. Needham & Company LLC boosted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Finally, Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Two 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. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price 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.