Mar Vista Investment Partners LLC Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mar Vista Investment Partners LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 138,116 shares of the semiconductor company’s stock, valued at approximately $41,972,000. Taiwan Semiconductor Manufacturing comprises about 3.9% of Mar Vista Investment Partners LLC’s investment portfolio, making the stock its 10th biggest position.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Mitchell Sinkler & Starr PA increased its holdings in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after buying an additional 28 shares during the last quarter. Wayfinding Financial LLC lifted its stake in Taiwan Semiconductor Manufacturing by 2.5% in the fourth quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock valued at $350,000 after acquiring an additional 28 shares during the last quarter. Thompson Siegel & Walmsley LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.6% in the 4th quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock valued at $264,000 after acquiring an additional 30 shares during the period. Oak Harvest Investment Services increased its stake in shares of Taiwan Semiconductor Manufacturing by 2.9% during the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock worth $336,000 after purchasing an additional 31 shares during the last quarter. Finally, Solstein Capital LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 4.8% during the 4th quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock worth $211,000 after purchasing an additional 32 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC signed a 10-year advanced packaging deal with Amkor in Arizona, strengthening its U.S. supply-chain footprint and supporting long-term growth in advanced chip packaging demand. TSMC and Amkor Sign 10-Year Advanced Packaging Deal in Arizona
• Positive Sentiment: Analysts and investors continue to view TSMC as a key AI beneficiary, citing strong recent results, durable positioning in the AI supply chain, and confidence around its capacity expansion plans. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)
• Positive Sentiment: A TSMC vice president bought additional shares in a recent insider purchase, which can be read as a vote of confidence from management. Taiwan Semiconductor Manufacturing Company Ltd. stock information
• Neutral Sentiment: Market commentary highlighted TSMC as a trending stock and a core holding in AI-focused portfolios, but these pieces were mostly sentiment-driven rather than catalyst-driven. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: News that Alphabet may split next-generation AI processor manufacturing between Samsung and TSMC suggests continued strong demand for TSMC, though it also points to rising competition for future foundry work. Alphabet (GOOGL) In Talks With Samsung For Manufacturing Next-Gen AI Processors
• Negative Sentiment: TSMC’s CEO warned about water and talent shortages, raising concerns about operational constraints that could affect long-term expansion. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
• Negative Sentiment: A Zacks article noted TSMC fell more than the broader market in the latest session, reflecting broad profit-taking and weaker near-term trading sentiment. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on TSM shares. DA Davidson reiterated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Finally, Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Trading Down 3.4%

Shares of TSM stock opened at $426.34 on Wednesday. The stock has a market cap of $2.21 trillion, a P/E ratio of 35.47, a price-to-earnings-growth ratio of 1.29 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $206.20 and a 1 year high of $450.16. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The stock has a 50 day simple moving average of $400.82 and a 200 day simple moving average of $355.22.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. On average, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 29.20%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, June 15th. The stock was acquired at an average cost of $75.26 per share, for a total transaction of $75,260.00. Following the acquisition, the vice president owned 4,000 shares in the company, valued at approximately $301,040. This represents a 33.33% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 4,496 shares of company stock valued at $304,667 over the last quarter. 1.11% of the stock is owned by corporate insiders.

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.