Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Sells $13,966,000.00 in Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing 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 transaction, the vice president directly owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This represents a 7.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $407.68 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $190.03 and a twelve month high of $421.97. The company has a quick ratio of 2.32, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $2.11 trillion, a PE ratio of 33.92, a P/E/G ratio of 1.17 and a beta of 1.39. The firm has a fifty day simple moving average of $369.59 and a 200 day simple moving average of $337.80.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The firm had revenue of $30.65 billion during the quarter. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS 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. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 annualized dividend and a yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $25,000. Hilton Head Capital Partners LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $27,000. Stephens Consulting LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares during the last quarter. Evolution Wealth Management Inc. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 257.7% during the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 67 shares during the last quarter. Finally, Strategic Advocates LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 62.1% during the fourth 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 last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the stock. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Finally, Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $404.29.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: AMD said it has started ramping its next-generation EPYC “Venice” processors on TSMC’s 2nm process, highlighting TSMC’s leadership in advanced-node manufacturing and reinforcing AI-related demand for its cutting-edge capacity. AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology
• Positive Sentiment: TSMC raised its 2030 global semiconductor market forecast to more than $1.5 trillion, signaling confidence in long-term industry growth and the continued expansion of AI-driven chip demand. TSMC raises 2030 global semiconductor market forecast
• Positive Sentiment: BofA reiterated a Buy rating on Taiwan Semiconductor after its tech symposium, suggesting analysts still see attractive upside after the company showcased progress in chipmaking and packaging technology. BofA reiterates Buy on Taiwan Semiconductor after tech symposium
• Positive Sentiment: Nvidia’s upbeat AI outlook helped lift Asian chipmakers broadly, boosting sentiment across the semiconductor group and indirectly supporting TSMC as a core AI supply-chain beneficiary. Nvidia’s AI Outlook Sends Asian Chipmakers Up 5.5%
• Neutral Sentiment: News that Taiwan may restrict how often foreign investors can switch currency choices on TSMC dividend payments is more of a procedural issue than a major business driver, but it adds a little policy noise around the stock. Taiwan may limit currency switching for TSMC dollar dividends
• Negative Sentiment: Tokyo Electron’s Taiwan unit said it will not appeal the ruling in TSMC’s trade-secrets case, keeping attention on intellectual-property and industry rivalry risks rather than on fundamentals alone. Tokyo Electron’s Taiwan unit says it will not appeal ruling in TSMC trade secrets case
• Negative Sentiment: Some commentary also points to valuation and infrastructure constraints around scaling AI-chip output, which could temper enthusiasm if investors worry growth has already been priced in. The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure

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.