Cornerstone Planning LLC Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Cornerstone Planning LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 1,366 shares of the semiconductor company’s stock, valued at approximately $415,000.

Several other institutional investors have also added to or reduced their stakes in TSM. Rockefeller Capital Management L.P. lifted its stake in Taiwan Semiconductor Manufacturing by 16.4% in the fourth quarter. Rockefeller Capital Management L.P. now owns 872,099 shares of the semiconductor company’s stock worth $265,024,000 after purchasing an additional 123,078 shares during the last quarter. Osbon Capital Management LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $243,000. ARP Global Capital Ltd bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $10,260,000. Meadowbrook Advisors Group LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $821,000. Finally, DUTCH ASSET Corp purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $6,247,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

TSM has been the subject of a number of research analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock opened at $462.80 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $206.20 and a 1-year high of $465.22. The business has a 50-day moving average price of $406.96 and a 200 day moving average price of $358.16. The company has a market capitalization of $2.40 trillion, a P/E ratio of 38.50, a PEG ratio of 1.35 and a beta of 1.38. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders 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. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. 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 acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 15th. The stock was bought at an average price of $75.26 per share, with a total value of $75,260.00. Following the completion of the purchase, the vice president directly owned 4,000 shares of the company’s stock, valued at approximately $301,040. This represents a 33.33% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Bor-Zen Tien bought 2,000 shares of the stock in a transaction on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have acquired 3,496 shares of company stock worth $248,737. Corporate insiders own 1.11% of the company’s stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Multiple recent articles argue TSMC remains attractively valued despite its strong run, with bullish takes calling it a buy on AI demand, earnings growth, and momentum. Taiwan Semiconductor: Not Expensive When You Run The Numbers On AI Demand
• Positive Sentiment: Analysts and commentators say TSMC is still benefiting from surging AI chip demand and tight advanced-node capacity, supporting the case for continued growth. Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase
• Neutral Sentiment: Investors are also watching the impact of U.S.-China trade tensions and possible tariff escalation, which could add volatility for global chipmakers. They Forgot to Protect Our Industries With TARIFFS! — Does a Trump Trade War 2.0 Loom?
• Neutral Sentiment: Fresh headlines about U.S. scrutiny of ASML and Taiwan’s potential chip export curbs to China keep geopolitical risk in focus for the semiconductor sector. ASML Draws Fresh China Scrutiny
• Neutral Sentiment: Intel’s new Apple partnership may stir competition in U.S. chip manufacturing, but it also underscores how dominant TSMC remains in advanced foundry production. Trump says Apple to partner with Intel on US chip design, production

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.