Oppenheimer Asset Management Inc. Purchases 13,345 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Oppenheimer Asset Management Inc. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 130,801 shares of the semiconductor company’s stock after purchasing an additional 13,345 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $36,531,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Heartwood Wealth Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at $32,000. Fairman Group LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock worth $39,000 after buying an additional 89 shares during the last quarter. Resources Management Corp CT ADV bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $32,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $33,000. Finally, Delta Asset Management LLC TN grew its stake in Taiwan Semiconductor Manufacturing by 50.0% in the 3rd quarter. Delta Asset Management LLC TN now owns 150 shares of the semiconductor company’s stock valued at $42,000 after buying an additional 50 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

TSM has been the subject of several research reports. TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Three analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $381.67.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $349.01 on Monday. The stock has a market capitalization of $1.81 trillion, a PE ratio of 32.77, a P/E/G ratio of 0.98 and a beta of 1.31. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. The business has a fifty day moving average price of $314.52 and a two-hundred day moving average price of $284.76. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $134.25 and a fifty-two week high of $351.33.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. The company had revenue of $32.50 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.18% and a net margin of 45.13%. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 9th. Stockholders of record on Tuesday, March 17th will be given a $0.9678 dividend. This represents a $3.87 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Tuesday, March 17th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 23.57%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC plans mass production of 3nm chips in Japan with roughly a $17B investment, signaling a big boost to advanced-node capacity and geographic diversification. This report is from Reuters. Read More.
• Positive Sentiment: Coverage notes Tokyo is ramping up subsidies and support as TSMC expands 3nm production in Japan — a combination that reduces capex risk and improves project economics. (Benzinga) Read More.
• Positive Sentiment: Multiple outlets frame the ~$17B Japan upgrade as a strategic game-changer that addresses surging AI chip demand and mitigates geopolitical concentration risk. (Blockonomi) Read More.
• Positive Sentiment: Deep-dive reporting highlights TSMC’s decision to produce advanced 3nm chips at Kumamoto to meet accelerating AI demand — underlining why capacity expansion is urgent. (Barron’s) Read More.
• Positive Sentiment: Financial news outlets reiterate the expansion and tie it to strong recent results (Q4 revenue growth), reinforcing expectations for sustained demand-driven revenue. (24/7 Wall St.) Read More.
• Positive Sentiment: Market-data coverage flags TSMC’s upgraded Japan plans and the shift toward mass-producing advanced 3nm chips — a near-term catalyst for investor sentiment. (TipRanks) Read More.
• Positive Sentiment: Zacks Research upgraded TSMC from Hold to Strong Buy, which can attract flows and supports the bullish momentum. Read More.
• Neutral Sentiment: A Zacks piece notes the consensus price target implies ~25% upside but cautions that price-target signals are imperfect; earnings-estimate revision trends are a more reliable short-term indicator. Read More.
• Neutral Sentiment: Another Zacks piece examines whether Wall Street recommendations matter materially for investors, a reminder to weigh analyst upgrades alongside fundamentals and execution risk. Read More.

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.