IFP Advisors Inc reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 8.8% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 20,005 shares of the semiconductor company’s stock after selling 1,926 shares during the quarter. IFP Advisors Inc’s holdings in Taiwan Semiconductor Manufacturing were worth $9,554,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Twin City Private Wealth LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.3% during the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares during the last quarter. Graves Light Lenhart Wealth Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 3.4% in the 2nd 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 lifted its holdings in 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 purchasing an additional 25 shares during the last quarter. Wealthcare Capital Partners LLC boosted its position in Taiwan Semiconductor Manufacturing by 1.0% during 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 holdings in Taiwan Semiconductor Manufacturing by 2.4% during the second quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company’s stock valued at $516,000 after purchasing an additional 25 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.
Key Stories Impacting Taiwan Semiconductor Manufacturing
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: TSMC and Samsung committed to adopting ASML’s High-NA EUV lithography systems. TSMC expects to begin using the technology in 2030 for advanced-node production, reinforcing confidence in its ability to manufacture increasingly sophisticated AI chips. TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand
- Positive Sentiment: TSMC and ASML are also developing a 12-inch photomask pilot line targeted for 2031, with broader High-NA EUV readiness expected by 2033. Larger masks could improve scanner productivity and reduce manufacturing costs over time. ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV
- Positive Sentiment: Analysts and market commentators continue to identify TSMC as a leading AI investment. Reports cite its approximately 73% foundry market share and ongoing investments in N2, N3 and advanced packaging as supports for long-term growth. Taiwan Semiconductor Retains 73% Foundry Share
- Positive Sentiment: TSM was highlighted as an IBD Stock of the Day and moved above an early technical buy point as semiconductor stocks rallied, while separate coverage suggested the stock could challenge a new record high. TSMC, IBD Stock Of The Day, Rises Above Early Buy Point As Chip Stocks Rally
- Neutral Sentiment: TSMC’s planned $265 billion U.S. investment is strengthening its political and customer relationships, but the expansion also raises questions about capital intensity and whether overseas production will match Taiwan-based margins. TSMC’s $265 Billion U.S. Bet Is Becoming Part of Taiwan’s Chip Diplomacy
Analyst Ratings Changes
Get Our Latest Analysis on TSM
Insider Transactions at Taiwan Semiconductor Manufacturing
In other news, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The shares were bought at an average price of $74.50 per share, with a total value of $74,500.00. Following the acquisition, the vice president owned 6,000 shares of the company’s stock, valued at $447,000. This trade represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Shu-Hua Fang acquired 2,000 shares of the stock in a transaction dated Thursday, July 2nd. The shares were purchased at an average price of $77.09 per share, for a total transaction of $154,180.00. Following the completion of the transaction, the senior vice president owned 8,206 shares of the company’s stock, valued at $632,600.54. This trade represents a 32.23% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 19,512 shares of company stock worth $1,450,270 over the last quarter. 1.11% of the stock is owned by company insiders.
Taiwan Semiconductor Manufacturing Stock Up 2.4%
Shares of TSM opened at $439.09 on Wednesday. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. The company has a 50-day simple moving average of $419.33 and a 200-day simple moving average of $399.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $246.93 and a 52 week high of $479.00. The firm has a market capitalization of $2.28 trillion, a P/E ratio of 31.68, a P/E/G ratio of 0.98 and a beta of 1.39.
Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last released its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The business had revenue of $39.89 billion for the quarter. On average, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 earnings per share for the current year.
Taiwan Semiconductor Manufacturing Cuts Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 21.43%.
Taiwan Semiconductor Manufacturing Company Profile
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.
TSMC manufactures semiconductor wafers using advanced and specialty process technologies.
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