4,943 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Pin Oak Investment Advisors Inc.

Pin Oak Investment Advisors Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,943 shares of the semiconductor company’s stock, valued at approximately $2,361,000. Taiwan Semiconductor Manufacturing accounts for approximately 1.2% of Pin Oak Investment Advisors Inc.’s portfolio, making the stock its 20th largest holding.

A number of other institutional investors have also made changes to their positions in the business. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth $27,000. Strategic Advocates LLC boosted its stake in 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 buying an additional 36 shares in the last quarter. Basepoint Wealth LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $31,000. Finally, Evolution Wealth Management Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 67 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC is advancing its A14 process technology for AI chips, targeting improved performance and power efficiency. The A13 and A12 nodes also extend the company’s next-generation process roadmap, reinforcing its competitive position in leading-edge semiconductor manufacturing. How TSMC is Advancing its A14 Technology Roadmap for AI Transformation
• Positive Sentiment: TSMC is reportedly set to manufacture Xiaomi’s Xring O3 processor using its 3-nanometer technology. The order expands TSMC’s advanced-chip customer base beyond major traditional chip designers and supports demand from AI-enabled consumer devices and autonomous-driving applications. Why Is Taiwan Semiconductor Manufacturing Winning More 3nm AI Chip Work?
• Positive Sentiment: A $4.7 billion joint venture with Sony to develop and manufacture next-generation smartphone image sensors highlights TSMC’s expansion into sensors for AI-enabled devices. Mass production is expected to begin in 2029, offering a longer-term growth opportunity. Sony Group and Taiwan Semiconductor Are Betting $4.7 Billion on the Eyes of AI Machines
• Positive Sentiment: Billionaire investor Stanley Druckenmiller and another hedge fund reportedly bought TSMC shares, signaling continued institutional confidence in the foundry’s role as a leading way to invest in the AI semiconductor trend. Stanley Druckenmiller Just Bought Taiwan Semiconductor Stock
• Neutral Sentiment: TSMC’s reported 44.7% revenue growth in July underscores powerful demand, but the strength also raises the performance and guidance bar for the broader AI-chip supply chain. TSMC’s July Surge Raises the Bar for Nvidia’s Foundry
• Negative Sentiment: After a substantial run-up and with shares trading at a premium valuation, investors may be taking profits or demanding results that exceed already-strong AI growth expectations. The supplied articles do not identify a new fundamental setback at TSMC.

Analysts Set New Price Targets

TSM has been the subject of several recent research reports. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday. Finally, Susquehanna lifted their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $524.25.

Insider Activity

In other news, VP Shyue-Shyh Lin acquired 2,000 shares of the stock in a transaction that occurred on Sunday, July 19th. The stock was purchased at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the transaction, the vice president directly owned 28,269 shares in the company, valued at $2,027,169.99. This trade represents a 7.61% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Bor-Zen Tien bought 3,000 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were acquired at an average price of $74.39 per share, for a total transaction of $223,170.00. Following the completion of the transaction, the vice president owned 4,000 shares in the company, valued at approximately $297,560. This trade represents a 300.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 17,662 shares of company stock valued at $1,307,491 over the last 90 days. 1.11% of the stock is owned by company insiders.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $418.54 on Friday. The business’s fifty day moving average is $423.00 and its two-hundred day moving average is $396.10. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The firm has a market cap of $2.17 trillion, a P/E ratio of 30.20, a P/E/G ratio of 0.98 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $225.63 and a 52 week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date of this dividend is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 21.43%.

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.