Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 273.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 81,189 shares of the semiconductor company’s stock after purchasing an additional 59,435 shares during the period. Taiwan Semiconductor Manufacturing comprises about 0.5% of Y Intercept Hong Kong Ltd’s holdings, making the stock its 11th largest position. Y Intercept Hong Kong Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $27,438,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the company. Elevation Point Wealth Partners LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 306.7% during the 1st quarter. Elevation Point Wealth Partners LLC now owns 52,397 shares of the semiconductor company’s stock worth $17,728,000 after buying an additional 39,514 shares during the last quarter. DSG Capital Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.1% during the 1st quarter. DSG Capital Advisors LLC now owns 53,110 shares of the semiconductor company’s stock worth $17,949,000 after acquiring an additional 599 shares in the last quarter. Jamison Private Wealth Management Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 25.1% in the 1st quarter. Jamison Private Wealth Management Inc. now owns 1,097 shares of the semiconductor company’s stock valued at $371,000 after acquiring an additional 220 shares during the last quarter. Patten Group Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.8% in the 1st quarter. Patten Group Inc. now owns 1,914 shares of the semiconductor company’s stock valued at $647,000 after acquiring an additional 52 shares during the last quarter. Finally, Livet Wealth LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 1st quarter worth about $205,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Down 2.1%

Taiwan Semiconductor Manufacturing stock opened at $434.71 on Friday. The company has a market capitalization of $2.25 trillion, a P/E ratio of 36.17, a PEG ratio of 1.12 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The stock has a 50-day simple moving average of $420.84 and a 200-day simple moving average of $368.06.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. 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 payout ratio is 25.12%.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the 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 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 disclosure for this sale is available in the SEC filing. Insiders have acquired 5,496 shares of company stock valued at $404,567 in the last ninety days. 1.11% of the stock is currently owned by company insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analysts remain broadly constructive on TSMC, with several reports highlighting strong AI-chip demand, expanding advanced-node capacity, and continued earnings growth expectations.
• Positive Sentiment: TSMC is expanding its global 3-nanometer footprint across Taiwan, Arizona, and Japan, reinforcing its position as a key supplier for AI and high-performance computing chips.
• Positive Sentiment: Recent commentary suggests TSMC remains a preferred way to play the AI semiconductor boom, supported by manufacturing leadership and estimate revisions.
• Positive Sentiment: A recent insider purchase by a TSMC vice president added a modest confidence signal, while analyst sentiment remains centered on a “Buy” view.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on TSM shares. Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a report on Monday, June 22nd. DA Davidson restated a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Finally, Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $449.38.

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.