Trust Co. of Vermont Purchases Shares of 100,462 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Trust Co. of Vermont acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 2nd quarter, Holdings Channel.com reports. The institutional investor acquired 100,462 shares of the semiconductor company’s stock, valued at approximately $47,978,000. Taiwan Semiconductor Manufacturing makes up 1.8% of Trust Co. of Vermont’s holdings, making the stock its 13th biggest holding.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in TSM. Twin City Private Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 0.3% in the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after buying an additional 25 shares during the period. Graves Light Lenhart Wealth Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.4% during the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock worth $359,000 after purchasing an additional 25 shares during the last quarter. OFS Enterprise LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 4.0% in the 2nd quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company’s stock worth $312,000 after acquiring an additional 25 shares in the last quarter. Wealthcare Capital Partners LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 1.0% in the second quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company’s stock worth $1,244,000 after purchasing an additional 25 shares during the period. Finally, Elser Financial Planning Inc grew its position in shares of Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company’s stock valued at $516,000 after buying an additional 25 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on TSM shares. TD Cowen increased their target price on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday, July 27th. Bank of America boosted their target price 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. Sanford C. Bernstein boosted their target price on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $524.25.

Insider Activity

In related news, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the acquisition, the vice president owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Shyue-Shyh Lin bought 2,000 shares of the firm’s stock in a transaction on Sunday, July 19th. The shares were bought at an average cost of $71.71 per share, with a total value of $143,420.00. Following the transaction, the vice president directly owned 28,269 shares of the company’s stock, valued at approximately $2,027,169.99. This trade represents a 7.61% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders have purchased 16,312 shares of company stock valued at $1,207,238. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Down 4.0%

TSM stock opened at $413.87 on Wednesday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.13. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The company has a fifty day simple moving average of $425.75 and a 200 day simple moving average of $391.94. The firm has a market cap of $2.15 trillion, a PE ratio of 29.86, a PEG ratio of 0.98 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. The firm had revenue of $39.89 billion for the quarter. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: U.S. manufacturing expansion is gaining momentum. Bank of America said TSMC’s Arizona operations are progressing and could become increasingly profitable as demand for advanced AI chips grows. This supports long-term revenue diversification and may reduce concerns about the company’s dependence on Taiwan. BofA Sends Bullish Message For Taiwan Semiconductor Stock Fans
• Positive Sentiment: Institutional investors are rotating toward TSMC. Filings show David Tepper’s Appaloosa Management reduced its Micron position while adding to TSMC for a sixth consecutive quarter. Other hedge funds also shifted capital away from Broadcom and toward TSMC, signaling continued confidence in the company’s AI infrastructure exposure. David Tepper Appaloosa TSMC Investment Broadcom Hedge Fund Caution
• Positive Sentiment: AI-related demand remains a key growth driver. Reports cite robust demand for 2-nanometer production and advanced chips, while Cerebras’ expanding AI-inference business relies on TSMC-manufactured 5-nanometer wafers. Arizona output is also expected to contribute more meaningfully to revenue and profit this year. TSMC Arizona Operations Profit Report
• Positive Sentiment: Insider buying and analyst optimism provide additional support. Open-market purchases by TSMC insiders, together with favorable guidance and AI-driven analyst upgrades, reinforce the bullish long-term view. Quantitative analysis also points to a potential recovery toward $450 in September, although that forecast is not guaranteed. TSMC Insider Buying TSMC September Price Case
• Neutral Sentiment: TSMC’s strong profitability and central role in AI hardware make it attractive to growth investors, but its elevated valuation and exposure to semiconductor-cycle volatility may be contributing to near-term caution.

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.