Kornitzer Capital Management Inc. KS Buys 3,173 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Kornitzer Capital Management Inc. KS grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 116,562 shares of the semiconductor company’s stock after acquiring an additional 3,173 shares during the period. Taiwan Semiconductor Manufacturing comprises 0.8% of Kornitzer Capital Management Inc. KS’s investment portfolio, making the stock its 29th biggest position. Kornitzer Capital Management Inc. KS’s holdings in Taiwan Semiconductor Manufacturing were worth $39,392,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Quattro Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at $27,000. Stephens Consulting LLC grew its position in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the last quarter. Strategic Advocates LLC raised its stake 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 valued at $28,000 after acquiring an additional 36 shares during the last quarter. Finally, Ares Financial Consulting LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth $29,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on TSM shares. Needham & Company LLC raised their price objective on 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 increased their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research report on Monday, June 22nd. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Two research 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $449.38.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM traded down $2.32 during trading on Friday, reaching $434.64. 9,565,399 shares of the company traded hands, compared to its average volume of 13,176,973. The firm has a 50 day simple moving average of $426.14 and a 200-day simple moving average of $373.89. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $2.25 trillion, a PE ratio of 36.16, a P/E/G ratio of 1.10 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.18. The firm had revenue of $35.49 billion during the quarter, compared to analysts’ expectations of $35.47 billion. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The firm’s quarterly revenue was up 40.6% on a year-over-year basis. During the same period in the previous year, the company earned $2.12 earnings per share. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Multiple company insiders, including CEO Che-Chia Wei and several senior executives, bought TSM shares this week. Investors often view broad insider buying as a signal of management confidence in the company’s outlook and valuation. CEO insider purchase filing
• Positive Sentiment: TSMC remains a dominant foundry, with about 73% global market share and deep exposure to AI leaders such as Nvidia, AMD, and Broadcom, reinforcing the view that it remains a core beneficiary of AI infrastructure spending. Article on TSMC market share and competitors
• Positive Sentiment: Commentary around TSMC’s photonics roadmap and its central role in the AI buildout is keeping investors focused on long-term growth catalysts, especially if the company can ease future chip bottlenecks. TSMC photonic ramp article
• Neutral Sentiment: TSMC is drawing heavy attention ahead of next week’s earnings report, with several bullish articles suggesting results could be a catalyst, but investors are still waiting for actual guidance and margins to confirm the next move. Prediction: TSMC Stock Is Going to Soar After July 16
• Negative Sentiment: Reports that Japan’s Rapidus wants to mass-produce 2 nm chips in 2027 are raising competitive concerns, because any credible new rival could pressure TSMC’s long-term pricing power and technology lead. A Potential New Rival Wants to Undercut TSMC

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The stock was bought at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the transaction, the vice president owned 5,000 shares of the company’s stock, valued at $395,950. This represents a 25.00% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was 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 in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have acquired 6,857 shares of company stock worth $512,334 in the last quarter. Company insiders own 1.11% of the company’s stock.

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.