SJS Investment Consulting Inc. Purchases 1,742 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

SJS Investment Consulting Inc. grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 286.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,351 shares of the semiconductor company’s stock after purchasing an additional 1,742 shares during the period. SJS Investment Consulting Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $795,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in TSM. Mitchell Sinkler & Starr PA boosted its stake in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after buying an additional 28 shares during the period. Wayfinding Financial LLC increased its stake in Taiwan Semiconductor Manufacturing by 2.5% in the 4th quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock worth $350,000 after acquiring an additional 28 shares during the last quarter. Defined Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 1st quarter. Defined Wealth Management LLC now owns 1,355 shares of the semiconductor company’s stock valued at $458,000 after acquiring an additional 29 shares in the last quarter. Discipline Wealth Solutions LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.9% in the 1st quarter. Discipline Wealth Solutions LLC now owns 1,564 shares of the semiconductor company’s stock valued at $529,000 after acquiring an additional 29 shares in the last quarter. Finally, Sovereign Financial Group Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 3.7% in the 1st quarter. Sovereign Financial Group Inc. now owns 822 shares of the semiconductor company’s stock valued at $278,000 after acquiring an additional 29 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Lipen Yuan acquired 1,000 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was acquired at an average cost of $79.19 per share, with a total value of $79,190.00. Following the purchase, the vice president directly owned 5,000 shares in the company, valued at $395,950. This represents a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders acquired 4,496 shares of company stock worth $327,927. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Price Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $455.26 on Tuesday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $2.36 trillion, a PE ratio of 37.88, a price-to-earnings-growth ratio of 1.09 and a beta of 1.39. The business’s 50-day moving average price is $415.79 and its 200-day moving average price is $364.90. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $221.18 and a 12 month high of $476.79.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 annualized dividend 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 of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is 25.12%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC announced a 10-year partnership with Amkor Technology to expand advanced semiconductor packaging and testing capacity in Arizona, strengthening its U.S. manufacturing footprint and supporting demand for AI and high-performance computing chips. Taiwan Semiconductor Manufacturing (NYSE:TSM) Teams With Amkor In Arizona For AI Chip Packaging
• Positive Sentiment: Another article highlighted TSMC as a key beneficiary of the global AI chip build-out, reinforcing the view that it remains a core supplier to the biggest growth trend in semiconductors. Will Amazon, Taiwan Semiconductor, SpaceX, or Broadcom Be the Next $3 Trillion Company?
• Neutral Sentiment: Zacks noted that TSMC has been drawing increased investor attention, but the piece did not include a new earnings update or fresh operational catalyst. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: A broader market article said emerging markets are lagging in the AI race, which is more of an industry backdrop than a direct driver for TSMC. China, India See Top Firms Lose Market Cap Share in AI Lag
• Negative Sentiment: Bloomberg reported a raid on Super Micro Computer’s Taiwan offices in a chip-smuggling probe tied to Nvidia chips, which could increase scrutiny across the Taiwan semiconductor supply chain even though TSMC was not named. Super Micro Office Raided as Taiwan Expands Chip Smuggling Probe

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Bank of America raised their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Needham & Company LLC lifted 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 report on Thursday, April 16th. Susquehanna boosted their price target on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research note on Monday, June 22nd. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $449.38.

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.