Groupe la Francaise Decreases Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Groupe la Francaise trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.5% during the first quarter, HoldingsChannel reports. The firm owned 255,969 shares of the semiconductor company’s stock after selling 33,182 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.2% of Groupe la Francaise’s investment portfolio, making the stock its 17th biggest holding. Groupe la Francaise’s holdings in Taiwan Semiconductor Manufacturing were worth $86,274,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Quattro Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $27,000. Evolution Wealth Management Inc. increased its stake in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after purchasing an additional 67 shares during the last quarter. Strategic Advocates LLC raised its holdings in shares of 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, Financial Freedom LLC purchased a new position in Taiwan Semiconductor Manufacturing in the first quarter valued at approximately $32,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, VP Bor-Zen Tien acquired 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The shares were acquired at an average price of $74.39 per share, with a total value of $223,170.00. Following the acquisition, the vice president owned 4,000 shares of the company’s stock, valued at approximately $297,560. This trade represents a 300.00% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s 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 completion of the transaction, 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. Insiders have purchased a total of 15,857 shares of company stock valued at $1,167,094 in the last ninety days. 1.11% of the stock is owned by company insiders.

Analyst Ratings Changes

TSM has been the subject of several research reports. DA Davidson increased their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Bank of America increased their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Finally, Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $496.25.

Taiwan Semiconductor Manufacturing Stock Up 7.9%

TSM opened at $404.18 on Friday. The company has a 50 day moving average of $427.14 and a 200 day moving average of $384.13. The company has a market cap of $2.10 trillion, a PE ratio of 29.16, a price-to-earnings-growth ratio of 0.86 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The company has a current ratio of 2.46, a quick ratio of 2.31 and a debt-to-equity ratio of 0.13.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. The business had revenue of $39.89 billion during the quarter. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 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. Stockholders of record on Wednesday, September 16th will be given a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is a boost 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 (DPR) is presently 21.43%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Microsoft’s improving cloud performance and ongoing AI infrastructure expansion helped restore confidence in chip demand, lifting TSMC and other semiconductor stocks after a five-session decline. TSMC Stock Jumps as Microsoft Revives AI-Chip Trade
• Positive Sentiment: TSMC’s move into advanced AI-chip packaging technology highlighted its ability to capture more value from the AI supply chain and helped boost sentiment across the industry. TSMC’s Next AI Chip Move
• Positive Sentiment: Erste Group raised its TSMC earnings forecasts to $16.69 per share for fiscal 2026 and $21.25 for fiscal 2027, above the current-year consensus of $16.34. The revisions reinforce expectations for sustained AI and high-performance-computing demand.
• Positive Sentiment: Analyst commentary continues to favor TSMC over ASML on valuation, performance and sentiment, while insider purchases by company vice presidents provide a modest additional confidence signal. ASML vs. TSM: Which AI Chip Stock Is the Better Buy Now?
• Neutral Sentiment: Amkor’s 10-year agreement to support TSMC’s advanced-packaging operations in Arizona could strengthen the company’s U.S. manufacturing ecosystem and supply-chain flexibility. Amkor Lands 10-Year TSMC Arizona Deal
• Negative Sentiment: Samsung’s proposed partnership with Broadcom, reportedly valued at more than $200 billion, represents a long-term effort to challenge TSMC’s dominance in AI foundry and advanced packaging services. Samsung’s Broadcom Deal Challenges TSMC
• Negative Sentiment: Investors remain concerned about China-related equipment restrictions, the sustainability of AI spending and broader technology-sector volatility. Those concerns contributed to the previous session’s decline despite TSMC’s strong profits. TSMC Faces Questions Over China Tools and AI Spending

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.