Meridian Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 27.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 65,974 shares of the semiconductor company’s stock after buying an additional 14,406 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 0.7% of Meridian Wealth Management LLC’s investment portfolio, making the stock its 27th largest position. Meridian Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $20,049,000 as of its most recent filing with the SEC.
Several other hedge funds have also recently added to or reduced their stakes in the business. Shannon River Fund Management LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $2,430,000. Vanguard Personalized Indexing Management LLC grew its position in Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock worth $28,470,000 after purchasing an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. grew its position in Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock worth $10,394,000 after purchasing an additional 8,284 shares in the last quarter. Hollencrest Capital Management grew its position in Taiwan Semiconductor Manufacturing by 125.3% during the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after purchasing an additional 2,901 shares in the last quarter. Finally, Boyer Financial Services Inc. purchased a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $648,000. Institutional investors and hedge funds own 16.51% of the company’s stock.
Key Taiwan Semiconductor Manufacturing News
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Analysts and market commentary continue to highlight TSMC as a key AI infrastructure winner, with one article arguing the next phase of AI demand should deepen TSMC’s supply advantage and improve its long-term outlook.
- Positive Sentiment: A separate piece says the global semiconductor market could roughly double by 2030, reinforcing the idea that TSMC remains one of the best-positioned chip stocks for secular growth.
- Positive Sentiment: TSMC also received another vote of confidence from analysts, with coverage noting a consensus “Buy” recommendation, which can support sentiment around the stock.
- Positive Sentiment: CEO Che-Chia Wei disclosed a small insider purchase, a modest but generally constructive signal that management remains confident in the company’s prospects.
- Neutral Sentiment: Investor articles continue to debate whether TSMC is still attractively valued after a huge run-up, suggesting enthusiasm is strong but valuation concerns are starting to matter more.
- Negative Sentiment: One bearish analysis warns that TSMC has become a crowded “no-brainer” trade, meaning any slowdown in AI capital spending, supply strains, or geopolitical shifts could trigger profit-taking and an unwind in the shares. Article Title
Analyst Ratings Changes
View Our Latest Stock Report on TSM
Insider Activity
In related news, VP Bor-Zen Tien bought 1,000 shares of the firm’s stock in a transaction on Sunday, March 22nd. The stock was bought at an average price of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Over the last three months, insiders have acquired 1,346 shares of company stock worth $78,185. Company insiders own 1.11% of the company’s stock.
Taiwan Semiconductor Manufacturing Trading Down 1.8%
Shares of NYSE:TSM opened at $404.07 on Tuesday. The firm has a fifty day moving average of $362.07 and a two-hundred day moving average of $331.93. The firm has a market capitalization of $2.09 trillion, a P/E ratio of 33.62, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $184.61 and a 12-month high of $420.00. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) 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 during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.
Taiwan Semiconductor Manufacturing 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.
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