Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Decreased by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 26.7% during the fourth quarter, HoldingsChannel reports. The fund owned 17,150 shares of the semiconductor company’s stock after selling 6,260 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $5,516,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Providence First Trust Co acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $685,000. Harel Insurance Investments & Financial Services Ltd. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.7% during the fourth quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,206,849 shares of the semiconductor company’s stock worth $366,746,000 after buying an additional 8,085 shares in the last quarter. SBI Securities Co. Ltd. grew its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% during the fourth quarter. SBI Securities Co. Ltd. now owns 68,531 shares of the semiconductor company’s stock worth $20,826,000 after purchasing an additional 1,953 shares during the last quarter. Liberty Atlantic Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $215,000. Finally, Matthew 25 Management Corp increased its holdings in shares of Taiwan Semiconductor Manufacturing by 44.5% in the fourth quarter. Matthew 25 Management Corp now owns 99,000 shares of the semiconductor company’s stock valued at $30,085,000 after purchasing an additional 30,500 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Activity

In other news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The shares were purchased at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the completion of 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 filing with the SEC, which is available through the SEC website. Company insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $411.05 on Monday. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The business has a fifty day simple moving average of $361.06 and a 200 day simple moving average of $330.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $176.47 and a 1 year high of $420.00. The company has a market capitalization of $2.13 trillion, a PE ratio of 34.20, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The business had revenue of $30.65 billion during the quarter. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.71%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reported April revenue of NT$410.73 billion ($13.08 billion), up 17.5% year over year, signaling that AI chip demand is still supporting strong growth. TSMC Revenue Surges 17.5% in April — What It Means for Nvidia and Other AI Chip Stocks
• Positive Sentiment: TSMC and Sony Semiconductor Solutions said they plan to form a new joint venture in Japan to develop and manufacture next-generation image sensors, expanding TSMC’s exposure to another advanced semiconductor market. Sony, TSMC plan new Japan joint venture for next-generation image sensors
• Positive Sentiment: Investor commentary has remained constructive, with articles highlighting TSMC’s strong growth relative to its valuation and its position as a key “pick-and-shovel” beneficiary of the AI buildout. This Tech Stock Is the Quiet Monopoly Nobody on Wall Street Talks About
• Neutral Sentiment: Some coverage noted that monthly revenue growth may have dipped sequentially, but the broader trend remains solid and does not appear to be changing the long-term thesis. TSMC sees strong growth as AI demand holds up
• Negative Sentiment: There is also ongoing investor attention on potential foundry competition and customer diversification efforts, which could weigh on sentiment if rivals gain share over time. TSMC: Early Signs Of Formidable Foundry Competition

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.