Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by DSM Capital Partners LLC

DSM Capital Partners LLC decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 42,266 shares of the semiconductor company’s stock after selling 2,305 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 0.3% of DSM Capital Partners LLC’s portfolio, making the stock its 29th biggest holding. DSM Capital Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $14,284,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in TSM. Shannon River Fund Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at $2,430,000. Capital Research Global Investors raised its holdings in shares of Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after acquiring an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $961,000. Meridian Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after purchasing an additional 14,406 shares during the last quarter. Finally, Boyer Financial Services Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $648,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction dated Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, with a total value of $79,190.00. Following the completion of the transaction, the vice president owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction dated Monday, June 29th. The stock was acquired at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the transaction, the vice president owned 12,051 shares of the company’s stock, valued at $923,588.64. The trade was a 9.05% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought 5,310 shares of company stock worth $393,803 over the last ninety days. Company insiders own 1.11% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. DA Davidson restated a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $449.38.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts say TSM is benefiting from strong AI chip demand and rising expectations for advanced-node semiconductor production. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: Recent commentary highlighted TSM as a leading AI stock, with Wall Street expecting continued growth in revenue and long-term earnings power. Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar
• Positive Sentiment: AI spending forecasts remain very strong, which supports the long-term demand outlook for TSM’s foundry services. AI Demand Explodes Over 300-Fold. Zettabyte Makes the Case for Quality Compute and Taiwan’s Sovereign AI Future
• Neutral Sentiment: One article noted a sector-wide semiconductor selloff tied more to market liquidity and margin unwinds than to TSM-specific fundamentals, suggesting the stock can move with the group even when the business outlook stays intact. The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
• Neutral Sentiment: TSM was also mentioned as a major beneficiary of the AI buildout in broader chip-industry commentary, reinforcing its strategic role in the supply chain. TSMC Outpaces Sector & Peers in a Year: Is the Stock Still a Buy?
• Negative Sentiment: TSM also traded lower in the prior session as chip stocks were hit by a broader risk-off move, showing that sentiment can still overwhelm fundamentals in the short term. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Taiwan Semiconductor Manufacturing Trading Up 1.1%

NYSE:TSM opened at $437.19 on Thursday. The company’s 50 day moving average is $424.41 and its 200-day moving average is $372.43. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The firm has a market cap of $2.27 trillion, a price-to-earnings ratio of 36.37, a P/E/G ratio of 1.09 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. During the same period in the prior year, the firm earned $2.12 EPS. Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.6% compared to the same quarter last year. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 24.71%.

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.