IPG Investment Advisors LLC Sells 2,562 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

IPG Investment Advisors LLC decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 36.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 4,519 shares of the semiconductor company’s stock after selling 2,562 shares during the period. IPG Investment Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,377,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in TSM. Life Cycle Investment Partners Ltd bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $495,163,000. SurgoCap Partners LP bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth about $360,443,000. Thrivent Financial for Lutherans raised its position in Taiwan Semiconductor Manufacturing by 3,164.9% in the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company’s stock worth $333,172,000 after acquiring an additional 1,156,389 shares during the period. Danica Pension Livsforsikringsaktieselskab bought a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth about $232,924,000. Finally, Man Group plc raised its position in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after acquiring an additional 812,404 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $422.35 on Thursday. The company has a 50 day moving average of $375.08 and a 200 day moving average of $341.06. The stock has a market cap of $2.19 trillion, a P/E ratio of 35.14, a P/E/G ratio of 1.20 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $190.56 and a 12 month high of $430.55. 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 (NYSE:TSM) last issued its quarterly earnings data 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 36.81%. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.71%.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Bor-Zen Tien purchased 2,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was bought at an average cost of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 3,346 shares of company stock valued at $218,005. 1.11% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have commented on TSM. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. DA Davidson reissued a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Finally, Needham & Company LLC boosted their price objective 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. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Reports say TSMC plans to raise prices on its advanced 3nm process by as much as 15% in the second half of the year, with another potential increase next year. That suggests stronger margins and reflects tight supply for cutting-edge chips. Report: Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) to Raise 3nm Process Prices by Up to 15% in 2H, May Hike Another 10% Next Year
• Positive Sentiment: TSMC is scaling 3nm capacity in Taiwan, Arizona, and Japan to keep up with surging AI demand and advanced packaging shortages, which supports longer-term revenue growth. Here’s How Taiwan Semiconductor Is Scaling Up to Meet Surging AI Demand
• Positive Sentiment: Nvidia’s CEO is reportedly deepening the AI semiconductor alliance with TSMC and SK hynix, reinforcing TSMC’s position as a key manufacturing partner for AI chips. Nvidia’s (NVDA) Jensen Huang Looks to Strengthen the AI Chip Alliance with SK Hynix and TSMC
• Positive Sentiment: TSMC’s stronger earnings, dividend increase, and broader AI-driven rally are keeping investor sentiment elevated and helping the stock stay near record highs. What Investors Need to Know About TSMC’s Hefty 17% Dividend Increase
• Neutral Sentiment: Market commentary also points to TSMC as a major beneficiary of the broader AI infrastructure boom, with Taiwan’s market capitalization rising sharply on the company’s gains. Taiwan Becomes World’s Fifth-Largest Stock Market on TSMC Boom
• Negative Sentiment: One headline noted an executive sold nearly $14 million of TSMC shares, which may create some short-term caution even though it does not change the company’s fundamentals. TSMC Executive Dumps Nearly $14 Million Worth in Shares
• Negative Sentiment: Huawei’s stated chip ambitions could eventually add competitive pressure in advanced semiconductors, though this is more of a long-term risk than an immediate threat. Huawei Targets 1.4nm Chips by 2031 Amid China AI Push

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.