Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Hanson & Doremus Investment Management’s 6th Largest Position

Hanson & Doremus Investment Management decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.1% during the first quarter, HoldingsChannel reports. The fund owned 78,769 shares of the semiconductor company’s stock after selling 3,366 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 3.1% of Hanson & Doremus Investment Management’s investment portfolio, making the stock its 6th biggest holding. Hanson & Doremus Investment Management’s holdings in Taiwan Semiconductor Manufacturing were worth $26,620,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in TSM. Quattro Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $27,000. Stephens Consulting LLC boosted its stake in Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares during the period. Strategic Advocates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares during the period. Finally, Ares Financial Consulting LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $29,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was purchased at an average price of $75.26 per share, with a total value of $75,260.00. Following the completion of the purchase, the vice president owned 4,000 shares in the company, valued at $301,040. This trade represents a 33.33% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the acquisition, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 3,496 shares of company stock worth $248,737 in the last ninety days. 1.11% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have recently commented on TSM. Needham & Company LLC raised their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a report on Monday. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Buy” and an average target price of $429.29.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Several prominent investors are reportedly converging on TSM, with billionaire portfolio managers increasing exposure to the chipmaker, reinforcing confidence in its long-term AI and foundry leadership. Article Title
• Positive Sentiment: TSMC is being highlighted as a key beneficiary of AI-related semiconductor demand, helping support sentiment even as investors worry some AI-heavy dividend ETFs may be overly concentrated in chip stocks. Article Title
• Neutral Sentiment: Recent commentary continues to frame TSM as the dominant advanced chip manufacturer, with analysts noting its central role in producing more than 90% of the world’s most advanced chips, but also acknowledging competitive noise from Intel’s foundry push. Article Title
• Negative Sentiment: Intel’s renewed foundry and advanced packaging ambitions could eventually pressure TSM by offering customers more domestic alternatives, especially if Intel’s execution improves and capacity expands. Article Title

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $468.07 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $206.20 and a 52-week high of $476.79. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The company has a market capitalization of $2.43 trillion, a P/E ratio of 38.94, a P/E/G ratio of 1.35 and a beta of 1.39. The company has a fifty day moving average of $409.02 and a 200-day moving average of $359.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company 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%. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal 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 paid a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.12%.

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.