Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by DUTCH ASSET Corp

DUTCH ASSET Corp lifted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 11.5% in the 1st quarter, HoldingsChannel reports. The fund owned 22,924 shares of the semiconductor company’s stock after purchasing an additional 2,368 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 5.2% of DUTCH ASSET Corp’s investment portfolio, making the stock its 5th biggest holding. DUTCH ASSET Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $7,747,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Piar LLC lifted its position in Taiwan Semiconductor Manufacturing by 32.8% in the 1st quarter. Piar LLC now owns 2,915 shares of the semiconductor company’s stock valued at $985,000 after acquiring an additional 720 shares in the last quarter. Madison Asset Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 16.3% during the 1st quarter. Madison Asset Management LLC now owns 17,789 shares of the semiconductor company’s stock worth $6,012,000 after purchasing an additional 2,496 shares in the last quarter. Summit Global Investments increased its holdings in Taiwan Semiconductor Manufacturing by 13.9% during the 1st quarter. Summit Global Investments now owns 14,678 shares of the semiconductor company’s stock worth $4,961,000 after purchasing an additional 1,796 shares in the last quarter. Maimon Wealth Management LTD. raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.1% in the first quarter. Maimon Wealth Management LTD. now owns 1,041 shares of the semiconductor company’s stock worth $329,000 after purchasing an additional 41 shares during the last quarter. Finally, Cannon Capital Management Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 39.2% in the first quarter. Cannon Capital Management Inc. now owns 4,062 shares of the semiconductor company’s stock worth $1,373,000 after purchasing an additional 1,144 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

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Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reported record second-quarter results, with revenue growth, strong margins, and raised full-year guidance, reinforcing that AI chip demand remains robust.
• Positive Sentiment: Several bullish commentaries and analyst notes argue the post-earnings pullback may be a buying opportunity, citing sustained AI-driven growth and expanding leading-edge production.
• Positive Sentiment: The company said demand for AI chips should stay strong for years, and its expanded Arizona investment underscores confidence in long-term capacity needs and customer demand. Reuters article on AI demand and Arizona investment
• Positive Sentiment: Coverage citing billionaire investors and “AI capex winners” has kept TSMC in the spotlight as one of the clearest beneficiaries of the AI buildout.
• Neutral Sentiment: Some articles frame the move as a valuation and positioning reset after a strong run, suggesting part of the recent weakness may reflect profits being taken rather than a change in fundamentals. Seeking Alpha article on what was priced in
• Negative Sentiment: Investors are worried the extra $100 billion Arizona plan could pressure near-term profit margins, especially with construction labor and infrastructure constraints.
• Negative Sentiment: Broader semiconductor weakness and bear-market concerns in the sector are also weighing on sentiment, even though TSMC’s own results remain strong.

Insider Buying and Selling

In related news, VP Bor-Zen Tien acquired 2,000 shares of the stock in a transaction on Tuesday, May 19th. The shares were acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the transaction, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. The trade was a 22.10% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was bought at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. The trade was a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 6,857 shares of company stock valued at $512,334. 1.11% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on TSM shares. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Friday. DA Davidson increased their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research report on Friday. Susquehanna raised their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday. Bank of America lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Finally, Needham & Company LLC upped their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus target price of $490.00.

Check Out Our Latest Stock Report on TSM

Taiwan Semiconductor Manufacturing Stock Performance

TSM stock opened at $402.49 on Tuesday. 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 firm has a market cap of $2.09 trillion, a PE ratio of 29.04, a P/E/G ratio of 0.95 and a beta of 1.36. The business has a 50 day moving average of $426.76 and a 200-day moving average of $379.20. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%.The business had revenue of $39.89 billion for the quarter. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Taiwan Semiconductor Manufacturing Company Profile

(Free Report)

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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