Keudell Morrison Wealth Management Purchases New Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Keudell Morrison Wealth Management acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 1,265 shares of the semiconductor company’s stock, valued at approximately $384,000.

Several other large investors have also recently bought and sold shares of TSM. Oak Harvest Investment Services increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% in the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock valued at $336,000 after purchasing an additional 31 shares in the last quarter. Falcon Wealth Planning boosted its holdings in Taiwan Semiconductor Manufacturing by 4.4% during the fourth quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company’s stock worth $237,000 after buying an additional 33 shares in the last quarter. Drive Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 0.7% during the fourth quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company’s stock worth $1,522,000 after buying an additional 33 shares during the period. Westfuller Advisors LLC grew its position in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after buying an additional 34 shares during the period. Finally, Sovereign Financial Group Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 4.5% in the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock valued at $241,000 after buying an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on TSM. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research note on Friday, January 23rd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Needham & Company LLC lifted 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. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Two 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 company. According to MarketBeat.com, the company has an average rating of “Buy” and an average target price of $404.29.

Insiders Place Their Bets

In related news, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president directly 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 purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the sale, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders bought 3,346 shares of company stock valued at $218,005. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 0.7%

Shares of NYSE TSM opened at $404.24 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $190.03 and a 12-month high of $421.97. The company has a market capitalization of $2.09 trillion, a PE ratio of 33.63, a price-to-earnings-growth ratio of 1.19 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.32. The firm’s 50-day moving average is $370.58 and its two-hundred day moving average is $338.26.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data 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 business had revenue of $30.65 billion during the quarter. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS 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. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.71%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: AMD said it is ramping production of its next-generation EPYC “Venice” processors on TSMC’s 2nm process, highlighting that TSMC’s most advanced manufacturing node is already winning major AI/HPC customers. AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology
• Positive Sentiment: AMD’s CEO also said the company is asking partners to ramp production due to strong AI demand, which suggests continued strength for TSMC as a critical manufacturing partner. AMD asking partners to ramp up production, CEO says
• Positive Sentiment: TSMC raised its 2030 global semiconductor market forecast to more than $1.5 trillion, signaling a bigger long-term demand runway for chip production. Taiwan Semiconductor Manufacturing Company Ltd. Raises 2030 Global Semiconductor Market Forecast to Over USD1.5 Trillion
• Positive Sentiment: Nvidia’s strong AI results and upbeat outlook helped lift sentiment across Asian chipmakers, reinforcing investor confidence in TSMC’s AI supply-chain role. Nvidia’s AI Outlook Sends Asian Chipmakers Up 5.5%
• Neutral Sentiment: Taiwan’s central bank is considering limits on how often foreign investors can switch currencies for TSMC dividend payments, a policy issue that could affect some shareholders but is unlikely to change the business outlook directly. Taiwan may limit currency switching for TSMC dollar dividends to once a year, sources say
• Neutral Sentiment: Tokyo Electron’s Taiwan unit said it will not appeal a trade-secrets ruling tied to TSMC, which lowers legal uncertainty but appears limited in direct financial impact. Tokyo Electron’s Taiwan unit says it will not appeal ruling in TSMC trade secrets case
• Negative Sentiment: Articles focused on slowing TSM growth and a potential bottleneck to Nvidia’s expansion underscore investor concern that TSMC’s infrastructure capacity may eventually constrain AI-chip demand growth. IDVO’s $445 Million Income Play Faces a Critical Test When TSM Growth Slows

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.