Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by HBW Advisory Services LLC

HBW Advisory Services LLC decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.9% in the 1st quarter, Holdings Channel reports. The institutional investor owned 9,073 shares of the semiconductor company’s stock after selling 2,121 shares during the period. HBW Advisory Services LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $3,066,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Twin City Private Wealth LLC raised its stake in Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after purchasing an additional 25 shares during the period. Financial Life Planners increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 1st quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock worth $266,000 after buying an additional 26 shares during the last quarter. Corus Family Wealth Advisors raised its position in shares of Taiwan Semiconductor Manufacturing by 1.1% in the 1st quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock worth $811,000 after buying an additional 26 shares during the period. Lodestar Private Asset Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock valued at $979,000 after acquiring an additional 27 shares during the last quarter. Finally, Mitchell Sinkler & Starr PA grew its position in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after acquiring an additional 28 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently commented on TSM shares. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Bank of America upped their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average price target of $449.38.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC posted record June revenue and beat second-quarter sales expectations, signaling that AI-driven demand remains strong ahead of earnings. Reuters article
• Positive Sentiment: The company said June revenue jumped 67.9% year over year and first-half revenue rose 35.6%, reinforcing momentum in AI and advanced chip demand. CNBC article
• Positive Sentiment: TSMC is expanding its advanced chip packaging capacity in Taiwan, which supports longer-term growth and shows management is investing to meet strong demand. Reuters article
• Neutral Sentiment: Analysts are highlighting TSMC’s upcoming earnings release as a key test for whether AI-chip strength can keep driving the stock higher. Zacks article
• Neutral Sentiment: Broader market weakness and a selloff in memory-chip stocks are creating mixed sector sentiment, which may be tempering enthusiasm despite TSMC’s strong results. Yahoo Finance article
• Negative Sentiment: Some commentary suggests investors are questioning how long the AI spending boom can last, which could limit upside after the rally. Barron's article

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $421.43 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The business has a 50 day moving average price of $426.65 and a two-hundred day moving average price of $375.34. 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 $2.19 trillion, a PE ratio of 35.06, a price-to-earnings-growth ratio of 1.09 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.31 by $0.18. The company had revenue of $35.49 billion for the quarter, compared to analyst estimates of $35.47 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.Taiwan Semiconductor Manufacturing’s quarterly revenue was up 40.6% on a year-over-year basis. During the same period in the prior year, the company posted $2.12 EPS. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction dated Monday, June 22nd. The stock was bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the transaction, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have purchased 6,857 shares of company stock valued at $512,334 over the last ninety days. 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.