Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mayflower Financial Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 33.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,592 shares of the semiconductor company’s stock after purchasing an additional 1,400 shares during the period. Mayflower Financial Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $1,890,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Quattro Advisors LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $27,000. Stephens Consulting LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares in the last quarter. Strategic Advocates LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $29,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

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

Analysts Set New Price Targets

Several brokerages have recently weighed in on TSM. Bank of America lifted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. DA Davidson restated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Barclays upped their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $449.38.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of the business’s stock in a transaction dated Monday, June 22nd. The stock was bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the transaction, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired a total of 4,496 shares of company stock valued at $327,927 in the last 90 days. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 5.3%

TSM opened at $455.26 on Tuesday. The firm has a market capitalization of $2.36 trillion, a P/E ratio of 37.88, a price-to-earnings-growth ratio of 1.09 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $221.18 and a one year high of $476.79. The company has a fifty day moving average price of $415.79 and a 200-day moving average price of $364.90. 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 quarterly earnings data 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 return on equity of 36.81% and a net margin of 46.97%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

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.