Town & Country Bank & Trust CO dba First Bankers Trust CO acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the first quarter, HoldingsChannel.com reports. The institutional investor acquired 6,006 shares of the semiconductor company’s stock, valued at approximately $2,030,000.
Several other large investors have also recently bought and sold shares of the company. Shannon River Fund Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $2,430,000. Capital Research Global Investors raised its holdings 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 valued at $976,821,000 after purchasing an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $961,000. Meridian Wealth Management LLC lifted its position 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 purchasing an additional 14,406 shares in the last quarter. Finally, Boyer Financial Services Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $648,000. Institutional investors own 16.51% of the company’s stock.
Key Taiwan Semiconductor Manufacturing News
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Multiple recent articles argue TSMC remains attractively valued despite its strong run, with bullish takes calling it a buy on AI demand, earnings growth, and momentum. Taiwan Semiconductor: Not Expensive When You Run The Numbers On AI Demand
- Positive Sentiment: Analysts and commentators say TSMC is still benefiting from surging AI chip demand and tight advanced-node capacity, supporting the case for continued growth. Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase
- Neutral Sentiment: Investors are also watching the impact of U.S.-China trade tensions and possible tariff escalation, which could add volatility for global chipmakers. They Forgot to Protect Our Industries With TARIFFS! — Does a Trump Trade War 2.0 Loom?
- Neutral Sentiment: Fresh headlines about U.S. scrutiny of ASML and Taiwan’s potential chip export curbs to China keep geopolitical risk in focus for the semiconductor sector. ASML Draws Fresh China Scrutiny
- Neutral Sentiment: Intel’s new Apple partnership may stir competition in U.S. chip manufacturing, but it also underscores how dominant TSMC remains in advanced foundry production. Trump says Apple to partner with Intel on US chip design, production
Analyst Upgrades and Downgrades
Get Our Latest Research Report on TSM
Insiders Place Their Bets
In other news, VP Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 in the company, valued at approximately $772,575.41. The trade was a 22.10% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders purchased 3,496 shares of company stock worth $248,737 over the last three months. Insiders own 1.11% of the company’s stock.
Taiwan Semiconductor Manufacturing Stock Performance
Shares of TSM opened at $462.80 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $206.20 and a one year high of $465.22. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The company has a market cap of $2.40 trillion, a PE ratio of 38.50, a price-to-earnings-growth ratio of 1.35 and a beta of 1.39. The firm has a 50-day moving average of $406.96 and a 200-day moving average of $358.66.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm 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%. As a group, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current year.
Taiwan Semiconductor Manufacturing Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 25.12%.
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.
See Also
- Five stocks we like better than Taiwan Semiconductor Manufacturing
- 3 Inflation-Fighting Stocks Built for Higher Oil Prices
- 3 Biotech Firms With Major Potential Catalysts in the Coming Months
- Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
- 3 Small-Cap Stocks Getting a Russell 2000 Rebalance Boost
Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report).
Receive News & Ratings for Taiwan Semiconductor Manufacturing Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Taiwan Semiconductor Manufacturing and related companies with MarketBeat.com's FREE daily email newsletter.
