Coronation Fund Managers Ltd. Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Coronation Fund Managers Ltd. lessened its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 25.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,084 shares of the semiconductor company’s stock after selling 2,410 shares during the quarter. Coronation Fund Managers Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $2,394,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Wealthspire Retirement LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the first quarter worth approximately $209,000. Aureus Asset Management LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 0.3% in the 1st quarter. Aureus Asset Management LLC now owns 120,933 shares of the semiconductor company’s stock valued at $40,869,000 after purchasing an additional 387 shares in the last quarter. Levin Capital Strategies L.P. acquired a new stake in Taiwan Semiconductor Manufacturing during the 1st quarter worth $12,315,000. AR Asset Management Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 43.4% during the first quarter. AR Asset Management Inc. now owns 14,511 shares of the semiconductor company’s stock worth $4,904,000 after buying an additional 4,390 shares in the last quarter. Finally, Militia Capital Management LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter valued at about $11,937,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is benefiting from surging AI chip demand, with articles pointing to strong revenue growth, expanding profitability, and the view that the company remains a key winner in the AI infrastructure build-out. Article Title
• Positive Sentiment: The company’s reported plan to raise chip manufacturing prices by up to 10% in 2027 is being read as a sign of strong pricing power that could support margins and earnings. Article Title
• Positive Sentiment: TSMC’s enlarged U.S. investment has been interpreted by bullish commentators as confirmation that AI semiconductor demand remains strong and durable for years. Article Title
• Neutral Sentiment: Analyst and market commentary continues to frame TSMC as a long-term AI infrastructure leader, with some saying the stock still looks reasonably valued despite its strong run. Article Title
• Neutral Sentiment: Several pieces note that TSMC’s strong quarter was already expected by many investors, which may be limiting additional upside in the near term. Article Title
• Negative Sentiment: Investors are worried that TSMC’s aggressive spending on U.S. manufacturing and other AI-related capacity could pressure margins for years. Article Title
• Negative Sentiment: Some coverage also suggests TSMC cannot make chips fast enough to fully satisfy demand, raising concerns that rivals may capture some share while the company works through capacity constraints. Article Title

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president owned 5,000 shares of the company’s stock, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have purchased 6,857 shares of company stock worth $512,334. 1.11% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Susquehanna boosted their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday, July 16th. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. DA Davidson boosted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday, July 18th. Three research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average price target of $490.00.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $422.09 on Thursday. The stock has a fifty day simple moving average of $427.76 and a 200-day simple moving average of $380.89. 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 market cap of $2.19 trillion, a PE ratio of 30.45, a P/E/G ratio of 0.99 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The firm had revenue of $39.89 billion for the quarter. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.21 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared 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 positive change 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 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 21.43%.

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.