4,253 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by M Holdings Securities Inc.

M Holdings Securities Inc. bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,253 shares of the semiconductor company’s stock, valued at approximately $1,766,000.

Several other hedge funds have also modified their holdings of the company. Tiger Global Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 49.4% during the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after acquiring an additional 1,839,600 shares in the last quarter. Sei Investments Co. lifted its position in Taiwan Semiconductor Manufacturing by 11.8% during the first quarter. Sei Investments Co. now owns 2,591,510 shares of the semiconductor company’s stock valued at $875,802,000 after acquiring an additional 274,389 shares during the last quarter. Bessemer Group Inc. boosted its stake in Taiwan Semiconductor Manufacturing by 7.9% in the first quarter. Bessemer Group Inc. now owns 1,781,764 shares of the semiconductor company’s stock valued at $602,147,000 after acquiring an additional 130,602 shares in the last quarter. Assenagon Asset Management S.A. boosted its stake in Taiwan Semiconductor Manufacturing by 67.2% in the third quarter. Assenagon Asset Management S.A. now owns 1,717,515 shares of the semiconductor company’s stock valued at $783,513,000 after acquiring an additional 690,523 shares in the last quarter. Finally, AMF Tjanstepension AB boosted its stake in Taiwan Semiconductor Manufacturing by 6.4% in the first quarter. AMF Tjanstepension AB now owns 1,632,738 shares of the semiconductor company’s stock valued at $551,784,000 after acquiring an additional 98,123 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

TSM has been the topic of several analyst reports. Stifel Nicolaus assumed coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price target on the stock. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the company a “buy” rating in a report on Thursday, October 15th. DA Davidson reissued a “buy” rating and issued a $500.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Finally, Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $533.89.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $388.95 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $266.82 and a 52-week high of $487.47. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.02 trillion, a P/E ratio of 25.03, a price-to-earnings-growth ratio of 0.80 and a beta of 1.44. The firm’s 50-day moving average price is $431.09 and its 200-day moving average price is $401.08.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 EPS for the quarter, beating the consensus estimate of $4.45 by $0.15. The firm had revenue of $46.72 billion during the quarter, compared to analyst estimates of $45.67 billion. Taiwan Semiconductor Manufacturing had a net margin of 51.51% and a return on equity of 42.84%. Taiwan Semiconductor Manufacturing’s revenue was up 41.2% on a year-over-year basis. During the same period last year, the firm posted $2.92 EPS. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.07 EPS for the current fiscal year.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Taiwanese regulators tightened short-selling limits and authorized a NT$500 billion stabilization fund. The measures helped lift local-market sentiment and supported TSMC shares. TSMC Stocks Rise as Taiwan Curbs Short Selling and Deploys Stabilization Fund
• Positive Sentiment: A director disclosed buying 840 shares for about $300,000, increasing his direct holdings by 11.1%. Insider purchases can be viewed as a signal of confidence, although one transaction does not establish a broader trend. SEC filing on director share purchase
• Positive Sentiment: Eleven ETFs reportedly added TSMC shares, suggesting investment-fund demand that may provide some support. 11 ETFs Add to Taiwan Semiconductor
• Neutral Sentiment: Coverage was inconsistent about TSMC entering advanced memory production: one report suggested it may make memory for NVIDIA, while another said TSMC remains focused on logic chips. The uncertainty may affect expectations for future competition, but the reports do not establish a confirmed change in strategy. Report on possible advanced memory production

Insider Buying and Selling

In related news, Director Michael R. Splinter purchased 840 shares of the business’s stock in a transaction on Thursday, November 5th. The shares were acquired at an average price of $357.00 per share, for a total transaction of $299,880.00. Following the purchase, the director owned 8,405 shares of the company’s stock, valued at $3,000,585. This trade represents a 11.10% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction on Sunday, November 1st. The stock was bought at an average cost of $71.49 per share, with a total value of $71,490.00. Following the acquisition, the vice president owned 8,000 shares of the company’s stock, valued at approximately $571,920. The trade was a 14.29% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 6,268 shares of company stock worth $710,901 in the last 90 days. 1.11% of the stock is currently owned by company insiders.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company (TSMC) is a semiconductor foundry that manufactures chips designed by other companies. It provides wafer fabrication and related services, including advanced packaging, serving customers across industries such as computing, communications, automotive and consumer electronics.

Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC helped establish the dedicated foundry model, in which a manufacturer focuses on producing semiconductors for customers rather than selling its own chip designs.