Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by NFSG Corp

NFSG Corp lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 284.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 3,545 shares of the semiconductor company’s stock after acquiring an additional 2,624 shares during the quarter. NFSG Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $1,198,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Capital Research Global Investors lifted its position in shares of Taiwan Semiconductor Manufacturing by 66.3% in the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after acquiring an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $961,000. Meridian Wealth Management LLC increased its position in Taiwan Semiconductor Manufacturing by 27.9% during the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after purchasing an additional 14,406 shares in the last quarter. Y Intercept Hong Kong Ltd raised its stake in Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after purchasing an additional 59,435 shares during the last quarter. Finally, Boyer Financial Services Inc. acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $648,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

TSM has been the topic of several analyst reports. 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 research note on Thursday, April 16th. DA Davidson reissued a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Finally, Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a report on Monday, June 22nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Moderate Buy” and an average price target of $449.38.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $420.63 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The firm has a 50 day moving average price of $427.17 and a 200 day moving average price of $376.20. The company has a market cap of $2.18 trillion, a price-to-earnings ratio of 34.99, a PEG ratio of 1.06 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, topping analysts’ consensus estimates of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company had revenue of $35.49 billion for the quarter, compared to the consensus estimate of $35.47 billion. During the same quarter last year, the firm posted $2.12 earnings per share. Taiwan Semiconductor Manufacturing’s revenue was up 40.6% on a year-over-year basis. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 24.71%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’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 sale, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have bought 6,857 shares of company stock worth $512,334. 1.11% of the stock is owned by insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported record June revenue of NT$442.68 billion, up 67.9% year over year, and said second-quarter sales rose 36% from a year earlier to NT$1.27 trillion, beating market expectations. That reinforces the company’s dominant position in AI semiconductor manufacturing and raises hopes for another earnings beat. TSMC Q2 revenue jumps 36% from a year earlier, beating market expectations
• Positive Sentiment: Multiple analysts and market commentators said the June revenue report suggests TSMC could deliver another strong quarter and possibly raise its outlook, helped by surging AI infrastructure spending and strengthening pricing power, including potential price increases on advanced chips. Taiwan Semiconductor: Prepare For A Big Surprise
• Positive Sentiment: Reports also highlighted that TSMC may be preparing to raise chip prices for the first time in years, a sign of improving pricing leverage that could support margins if AI demand stays firm. Wedbush Delivers an Urgent Message for TSMC Stock Investors
• Positive Sentiment: TSMC also announced plans to add two advanced chip packaging plants in Chiayi, Taiwan, reinforcing long-term capacity expansion to meet demand for advanced AI chips. TSMC to add 2 advanced chip packaging plants in Chiayi, Taiwan minister says
• Neutral Sentiment: Investors are focused on TSMC’s upcoming July 16 earnings release and guidance update, which could create a sizable post-earnings move in either direction depending on how management frames AI demand, capex, and margins. Here’s How Much TSMC Stock Is Expected to Move After Earnings
• Negative Sentiment: Some coverage cautioned that the rally may already reflect a lot of good news, with lingering concerns about how long the AI spending boom can last, as well as broader macro and geopolitical risks that could limit further upside. Why TSMC’s Record Revenue Isn’t Reviving the AI Trade

Taiwan Semiconductor Manufacturing 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.