Clare Market Investments LLC Acquires Shares of 7,878 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Clare Market Investments LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 1st quarter, Holdings Channel.com reports. The institutional investor bought 7,878 shares of the semiconductor company’s stock, valued at approximately $2,662,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Twin City Private Wealth LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares in the last quarter. Financial Life Planners increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% in the 1st quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock worth $266,000 after purchasing an additional 26 shares in the last quarter. Lodestar Private Asset Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% in the 1st quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $979,000 after purchasing an additional 27 shares in the last quarter. Mitchell Sinkler & Starr PA raised its stake in shares of Taiwan Semiconductor Manufacturing by 1.9% in the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after purchasing an additional 28 shares during the last quarter. Finally, USAdvisors Wealth Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 3.4% in the first quarter. USAdvisors Wealth Management LLC now owns 844 shares of the semiconductor company’s stock worth $267,000 after purchasing an additional 28 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $438.46 on Tuesday. The firm has a fifty day simple moving average of $421.78 and a two-hundred day simple moving average of $369.10. The firm has a market cap of $2.27 trillion, a PE ratio of 36.38, a P/E/G ratio of 1.09 and a beta of 1.36. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, topping the consensus estimate of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company had revenue of $35.49 billion during the quarter, compared to analyst estimates of $35.47 billion. During the same quarter in the previous year, the company posted $2.12 earnings per share. Taiwan Semiconductor Manufacturing’s revenue was up 40.6% compared to the same quarter last year. On average, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.12%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on TSM. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research report on Monday, June 22nd. Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Finally, DA Davidson reiterated a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $449.38.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: AI demand and custom silicon spending continue to surge, with multiple articles pointing to stronger orders for advanced chips, capacity tightness, and a durable AI infrastructure buildout that favors TSM’s leading-edge foundry business.
• Positive Sentiment: Several reports highlighted TSMC’s pricing power and margin strength, including commentary that its 3nm capacity is fully utilized and that gross margin improved to 66.2%, reinforcing the case for earnings resilience. Taiwan Semiconductor’s Gross Margin Improves: What Lies Ahead?
• Positive Sentiment: Analyst and institutional sentiment remains supportive in several pieces, including coverage noting TSMC’s role as a top AI holding and discussion of higher price targets from firms such as Barclays, Bank of America, and Citi.
• Neutral Sentiment: News flow also suggests the semiconductor rally is being tested by upcoming industry data points, including Samsung earnings, SK Hynix’s U.S. listing, and TSMC’s June sales, which could confirm whether AI demand remains as strong as expected. Samsung Earnings, SK Hynix Listing Will Test AI-Fueled Tech Rally
• Neutral Sentiment: Another article framed TSMC’s recent move higher as momentum-driven and questioned valuation after the rally, suggesting some investors may be weighing how much upside is left. Is TSMC Still a Buy After Its Massive Rally?
• Negative Sentiment: One headline said Goldman Sachs has turned bearish on Taiwan Semiconductor Manufacturing, which could temper enthusiasm if investors view it as a signal that expectations are getting stretched. Goldman Sachs turns its back on major semiconductor stock Taiwan Semiconductor Manufacturing

Insider Buying and Selling

In other news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction on Monday, June 29th. The stock was acquired at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the transaction, the vice president directly owned 12,051 shares in the company, valued at $923,588.64. This trade represents a 9.05% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available 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 completion of the sale, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders bought 5,496 shares of company stock valued at $404,567. 1.11% of the stock is owned by corporate insiders.

About Taiwan Semiconductor Manufacturing

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.