Hosking Partners LLP Has $7.64 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hosking Partners LLP lessened its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 25,129 shares of the semiconductor company’s stock after selling 1,586 shares during the period. Hosking Partners LLP’s holdings in Taiwan Semiconductor Manufacturing were worth $7,636,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in TSM. SurgoCap Partners LP acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $360,443,000. Thrivent Financial for Lutherans boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3,164.9% in the 3rd quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock valued at $333,172,000 after purchasing an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth approximately $232,924,000. Man Group plc boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 337.1% in the 2nd quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after acquiring an additional 812,404 shares in the last quarter. Finally, Jennison Associates LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after acquiring an additional 802,757 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 0.2%

NYSE:TSM opened at $411.05 on Monday. The stock’s fifty day moving average price is $361.06 and its two-hundred day moving average price is $330.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $176.47 and a 52-week high of $420.00. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51. The company has a market cap of $2.13 trillion, a price-to-earnings ratio of 34.20, a P/E/G ratio of 1.20 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data 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 38.17% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 0.9%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.71%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders own 1.11% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Finally, Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC reported April revenue of NT$410.73 billion ($13.08 billion), up 17.5% year over year, signaling that AI chip demand is still supporting strong growth. TSMC Revenue Surges 17.5% in April — What It Means for Nvidia and Other AI Chip Stocks
• Positive Sentiment: TSMC and Sony Semiconductor Solutions said they plan to form a new joint venture in Japan to develop and manufacture next-generation image sensors, expanding TSMC’s exposure to another advanced semiconductor market. Sony, TSMC plan new Japan joint venture for next-generation image sensors
• Positive Sentiment: Investor commentary has remained constructive, with articles highlighting TSMC’s strong growth relative to its valuation and its position as a key “pick-and-shovel” beneficiary of the AI buildout. This Tech Stock Is the Quiet Monopoly Nobody on Wall Street Talks About
• Neutral Sentiment: Some coverage noted that monthly revenue growth may have dipped sequentially, but the broader trend remains solid and does not appear to be changing the long-term thesis. TSMC sees strong growth as AI demand holds up
• Negative Sentiment: There is also ongoing investor attention on potential foundry competition and customer diversification efforts, which could weigh on sentiment if rivals gain share over time. TSMC: Early Signs Of Formidable Foundry Competition

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.