Spinnaker Trust raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 3.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 37,188 shares of the semiconductor company’s stock after purchasing an additional 1,336 shares during the period. Spinnaker Trust’s holdings in Taiwan Semiconductor Manufacturing were worth $11,301,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Stephens Consulting LLC grew its position in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares during the last quarter. Ares Financial Consulting LLC bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $29,000. Basepoint Wealth LLC bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $31,000. Resources Management Corp CT ADV bought a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $32,000. Finally, Maseco LLP bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $35,000. Institutional investors own 16.51% of the company’s stock.
Insider Activity at Taiwan Semiconductor Manufacturing
In related news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the sale, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing 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 acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 3,346 shares of company stock worth $218,005 over the last quarter. 1.11% of the stock is currently owned by company insiders.
Taiwan Semiconductor Manufacturing Stock Performance
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $30.65 billion for the quarter. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.
Taiwan Semiconductor Manufacturing Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.04%.
Taiwan Semiconductor Manufacturing News Summary
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC was linked to Nvidia’s latest AI momentum, with reports that the company is expanding use of Nvidia AI technologies across chip development and manufacturing operations, underscoring the strategic partnership between the two firms. TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations
- Positive Sentiment: Multiple articles pointed to TSMC as a key winner from the AI buildout, including commentary that hyperscalers trying to reduce dependence on Nvidia still create more foundry demand for TSMC either way. Hyperscalers Are Trying To Replace Nvidia’s GPUs – TSMC Gets The Upside Either Way
- Positive Sentiment: News that TSMC may raise 3nm chip prices suggested demand remains tight, which can support revenue and margins if customers continue to accept higher pricing. TSMC’s Price Hike Is Bad For Nvidia Margins — And Potentially Great For Nvidia Stock
- Positive Sentiment: Coverage tied TSMC to the broader AI infrastructure surge, highlighting that it remains one of the most important beneficiaries of rising semiconductor demand. The 3 Stocks Riding NVIDIA’s Massive Vera Rubin Rollout
- Neutral Sentiment: TSMC’s ADR premium fell to a two-year low as Taiwan-listed shares outpaced U.S.-listed gains, a valuation/market-structure note rather than a direct fundamental change. TSMC ADR Premium Falls To Two-Year Low As Taipei Shares Surge
- Negative Sentiment: One article flagged TSMC as potentially overvalued after its recent rally, which could temper enthusiasm if investors become more valuation-sensitive. Is Taiwan Semiconductor Manufacturing Co Ltd (TSM) Overvalued After 4.1% Rally? GF Value Says Overvalued
- Negative Sentiment: Reports that TSMC is reducing its stake in Vanguard International Semiconductor may raise some questions about portfolio rebalancing, though it does not appear to be a core operating concern. Why TSMC (TSM) Is Reducing Stake in Vanguard Semiconductor Stock
Analyst Upgrades and Downgrades
A number of research analysts have issued reports on the company. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Needham & Company LLC lifted their target price 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. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, DA Davidson reissued a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $404.29.
Read Our Latest Stock Report on Taiwan Semiconductor Manufacturing
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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