Fundsmith LLP acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the 2nd quarter, Holdings Channel reports. The firm acquired 1,148,449 shares of the semiconductor company’s stock, valued at approximately $548,465,000. Taiwan Semiconductor Manufacturing accounts for about 4.0% of Fundsmith LLP’s investment portfolio, making the stock its 14th biggest position.
A number of other institutional investors and hedge funds also recently modified their holdings of the company. RPg Family Wealth Advisory LLC lifted its stake in Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. RPg Family Wealth Advisory LLC now owns 33,592 shares of the semiconductor company’s stock valued at $16,043,000 after purchasing an additional 799 shares during the last quarter. Headlands Technologies LLC acquired a new position in Taiwan Semiconductor Manufacturing during the second quarter worth approximately $1,502,000. Wedbush Securities Inc. increased its position in Taiwan Semiconductor Manufacturing by 5.5% during the second quarter. Wedbush Securities Inc. now owns 26,184 shares of the semiconductor company’s stock worth $12,505,000 after buying an additional 1,370 shares during the last quarter. Ferguson Wellman Capital Management Inc. raised its stake in Taiwan Semiconductor Manufacturing by 0.3% in the second quarter. Ferguson Wellman Capital Management Inc. now owns 140,330 shares of the semiconductor company’s stock valued at $67,017,000 after buying an additional 396 shares during the period. Finally, Navellier & Associates Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 647.6% in the second quarter. Navellier & Associates Inc. now owns 11,364 shares of the semiconductor company’s stock valued at $5,427,000 after buying an additional 9,844 shares during the last quarter. 16.51% of the stock is owned by institutional investors.
Taiwan Semiconductor Manufacturing Stock Performance
NYSE:TSM opened at $418.54 on Monday. The stock has a market cap of $2.17 trillion, a P/E ratio of 30.20, a PEG ratio of 0.96 and a beta of 1.39. The stock has a 50 day simple moving average of $423.00 and a 200 day simple moving average of $396.38. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $225.63 and a 1-year high of $479.00.
Taiwan Semiconductor Manufacturing Cuts Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.
Analyst Ratings Changes
A number of research firms recently weighed in on TSM. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. DA Davidson upped their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research report on Monday, July 27th. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research note on Thursday, July 16th. Finally, TD Cowen lifted their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus price target of $524.25.
Read Our Latest Stock Analysis on Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing News Roundup
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.
Insider Activity at Taiwan Semiconductor Manufacturing
In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin purchased 2,000 shares of the stock in a transaction that occurred on Sunday, July 19th. The shares were acquired at an average cost of $71.71 per share, with a total value of $143,420.00. Following the completion of the transaction, the vice president owned 28,269 shares in the company, valued at $2,027,169.99. The trade was a 7.61% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was acquired at an average price of $74.50 per share, with a total value of $74,500.00. Following the purchase, the vice president directly owned 6,000 shares in the company, valued at approximately $447,000. This represents a 20.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have acquired 17,662 shares of company stock worth $1,307,491. Corporate insiders own 1.11% of the company’s stock.
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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