Aubrey Capital Management Ltd Invests $600,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Aubrey Capital Management Ltd bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, HoldingsChannel.com reports. The fund bought 2,000 shares of the semiconductor company’s stock, valued at approximately $600,000.

Several other institutional investors have also made changes to their positions in the company. Strait & Sound Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 5.9% in the fourth quarter. Strait & Sound Wealth Management LLC now owns 1,533 shares of the semiconductor company’s stock worth $466,000 after acquiring an additional 86 shares in the last quarter. Pure Financial Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 9.0% in the fourth quarter. Pure Financial Advisors LLC now owns 6,418 shares of the semiconductor company’s stock worth $1,951,000 after acquiring an additional 530 shares in the last quarter. Bryn Mawr Trust Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 45.9% in the fourth quarter. Bryn Mawr Trust Advisors LLC now owns 1,398 shares of the semiconductor company’s stock worth $425,000 after acquiring an additional 440 shares in the last quarter. Garrett Wealth Advisory Group LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 12.4% in the fourth quarter. Garrett Wealth Advisory Group LLC now owns 1,631 shares of the semiconductor company’s stock worth $496,000 after acquiring an additional 180 shares in the last quarter. Finally, Advisor OS LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 5.3% in the fourth quarter. Advisor OS LLC now owns 9,471 shares of the semiconductor company’s stock worth $2,878,000 after acquiring an additional 473 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $411.05 on Monday. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $2.13 trillion, a PE ratio of 34.20, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $176.47 and a 12-month high of $420.00. The company has a 50 day moving average price of $361.06 and a two-hundred day moving average price of $330.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Analysts Set New Price Targets

TSM has been the topic of several analyst reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Finally, Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Two equities 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. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average target price of $404.29.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 1,000 shares of the firm’s stock in a transaction on Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the transaction, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. The trade was a 12.42% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 1.11% of the stock is owned by corporate insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported April revenue of NT$410.73 billion ($13.08 billion), up 17.5% year over year, signaling that AI chip demand is still supporting strong growth. TSMC Revenue Surges 17.5% in April — What It Means for Nvidia and Other AI Chip Stocks
• Positive Sentiment: TSMC and Sony Semiconductor Solutions said they plan to form a new joint venture in Japan to develop and manufacture next-generation image sensors, expanding TSMC’s exposure to another advanced semiconductor market. Sony, TSMC plan new Japan joint venture for next-generation image sensors
• Positive Sentiment: Investor commentary has remained constructive, with articles highlighting TSMC’s strong growth relative to its valuation and its position as a key “pick-and-shovel” beneficiary of the AI buildout. This Tech Stock Is the Quiet Monopoly Nobody on Wall Street Talks About
• Neutral Sentiment: Some coverage noted that monthly revenue growth may have dipped sequentially, but the broader trend remains solid and does not appear to be changing the long-term thesis. TSMC sees strong growth as AI demand holds up
• Negative Sentiment: There is also ongoing investor attention on potential foundry competition and customer diversification efforts, which could weigh on sentiment if rivals gain share over time. TSMC: Early Signs Of Formidable Foundry Competition

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.