Signet Private Wealth LLC purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,496 shares of the semiconductor company’s stock, valued at approximately $758,000.
Other institutional investors have also modified their holdings of the company. Shannon River Fund Management LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the third quarter worth $2,430,000. Capital Research Global Investors grew its stake in shares of Taiwan Semiconductor Manufacturing by 66.3% in the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after acquiring an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $961,000. Meridian Wealth Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after acquiring an additional 14,406 shares in the last quarter. Finally, Boyer Financial Services Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $648,000. Institutional investors and hedge funds own 16.51% of the company’s stock.
More Taiwan Semiconductor Manufacturing News
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC reported May revenue of NT$416.98 billion, up about 30% year over year, reinforcing that demand tied to AI and high-performance computing remains strong. Management also indicated sales are tracking toward the company’s second-quarter target. Article Title
- Positive Sentiment: Commentary this week continued to highlight TSMC as a key AI beneficiary, with articles pointing to strong demand for advanced chipmaking and packaging as its 2nm roadmap progresses. Article Title
- Positive Sentiment: CEO Che-Chia Wei disclosed a small open-market purchase of TSM shares, a modest signal of management confidence. Article Title
- Neutral Sentiment: Some market coverage noted that TSMC’s strong revenue growth was not enough to fully offset broader semiconductor weakness and a sector-wide risk-off mood. Article Title
- Neutral Sentiment: Investors are also debating TSMC’s valuation versus its AI-driven growth, suggesting the stock may need continued execution to justify further upside. Article Title
- Negative Sentiment: Taiwan is considering tighter export controls on advanced AI chips to China, which could limit some of TSMC’s future sales opportunities and raise regulatory uncertainty. Article Title
- Negative Sentiment: U.S. lawmakers are pushing for stricter rules on contract chipmakers serving Chinese firms’ overseas units, adding another export-control headwind for TSMC. Article Title
Analysts Set New Price Targets
View Our Latest Stock Report on TSM
Insider Activity
In other news, VP Bor-Zen Tien acquired 2,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction dated 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 transaction, the vice president directly owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have acquired 3,496 shares of company stock worth $229,407. Corporate insiders own 1.11% of the company’s stock.
Taiwan Semiconductor Manufacturing Price Performance
Taiwan Semiconductor Manufacturing stock opened at $408.51 on Thursday. The stock has a market cap of $2.12 trillion, a P/E ratio of 33.99, a price-to-earnings-growth ratio of 1.25 and a beta of 1.38. The company has a fifty day simple moving average of $393.77 and a 200-day simple moving average of $351.18. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $206.20 and a 12-month high of $450.16. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business 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 36.81%. Equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS for the current fiscal year.
Taiwan Semiconductor Manufacturing Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.04%.
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.
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