BBR Partners LLC Acquires Shares of 1,798 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

BBR Partners LLC bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,798 shares of the semiconductor company’s stock, valued at approximately $502,000.

Several other institutional investors have also made changes to their positions in the stock. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at about $32,000. Fairman Group LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after buying an additional 89 shares in the last quarter. Resources Management Corp CT ADV bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $33,000. Finally, Delta Asset Management LLC TN boosted its position in shares of Taiwan Semiconductor Manufacturing by 50.0% during the 3rd quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock worth $42,000 after acquiring an additional 50 shares in the last quarter. 16.51% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

TSM has been the subject of several recent analyst reports. Needham & Company LLC upped their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, December 29th. DA Davidson upgraded Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Friday, February 13th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Finally, TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. Four analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $364.12 on Wednesday. The firm has a market capitalization of $1.89 trillion, a price-to-earnings ratio of 34.19, a PEG ratio of 1.03 and a beta of 1.31. The company has a current ratio of 2.69, a quick ratio of 2.47 and a debt-to-equity ratio of 0.19. The business’s 50-day moving average price is $324.29 and its 200-day moving average price is $290.87. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $380.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 36.18%. The business had revenue of $32.50 billion during the quarter. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 28.64%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: DA Davidson upgraded TSM to a Buy and Bank of America remains bullish, supporting near-term investor confidence from the sell-side. DA Davidson Gives Taiwan Semiconductor (TSM) a Buy Rating, BofA Stays Bullish
• Positive Sentiment: Benzinga flags a surge in TSMC’s momentum score as Big Tech AI spending (est. ~$600B) ramps, highlighting strong order flow and sentiment tied to Nvidia and other large customers. Nvidia Supplier TSMC Sees Momentum Surge As Global AI Demand Hits Fever Pitch
• Positive Sentiment: Zacks highlights a near-$1T chip investment cycle driven by AI and defense backlogs that places Nvidia and Taiwan (TSMC) at the center — a macro tailwind for revenue and capital intensity at TSM. The Zacks Analyst Blog NVIDIA, Taiwan, ASML and Applied Materials
• Positive Sentiment: InsiderMonkey and a Sands Capital investor letter note TSMC is well-positioned to benefit from AI-driven demand and potential pricing power, reinforcing longer-term margin upside expectations. Taiwan Semiconductor Manufacturing (TSM) Positioned to Benefit From AI Demand and Potential Pricing Power
• Positive Sentiment: The Motley Fool pitches TSMC as a long-term buy tied to its dominance in advanced nodes and blue-chip customer base — a narrative that supports higher multiples and investor appetite for growth exposure. 1 Unstoppable Stock to Buy Before It Joins Nvidia, Apple, and Alphabet in the $3 Trillion Club
• Positive Sentiment: Market wrap: TSMC was among chip names that gained while some peers pulled back, reflecting stock-specific strength within a mixed semiconductor tape. Chip Stocks Split: AMAT and TSMC Gain While NVDA and Intel Retreat
• Positive Sentiment: Kalkine notes TSMC’s roughly 82% one-year gain, underscoring the stock’s strong momentum and recent re-rating by the market. Taiwan Semiconductor Manufacturing (NYSE:TSM) Powers Eighty Two Percent One Year Jump
• Neutral Sentiment: MSN coverage of the Taiwan–U.S. trade deal outlines potential implications for TSMC; outcomes could be mixed depending on subsidies, export controls, or relocation incentives that affect costs and geopolitics. Taiwan-US Trade Deal, Here’s What It Means for Taiwan Semiconductor Manufacturing (TSM)

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.