17,721 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Madison Asset Management LLC

Madison Asset Management LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 17,721 shares of the semiconductor company’s stock, valued at approximately $8,463,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brookstone Capital Management lifted its position in Taiwan Semiconductor Manufacturing by 87.3% in the second quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after buying an additional 11,719 shares during the last quarter. Capital Research Global Investors boosted its stake in Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after buying an additional 1,281,648 shares during the period. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $961,000. Meridian Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after acquiring an additional 14,406 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd raised its stake in shares of Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after acquiring an additional 59,435 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Activity

In other news, VP Lipen Yuan bought 1,000 shares of the stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was acquired at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the acquisition, the vice president directly owned 14,051 shares of the company’s stock, valued at $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have bought 16,312 shares of company stock worth $1,207,238. 1.11% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Sanford C. Bernstein increased their price objective on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Barclays upped their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 12th. Zacks Research raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Finally, DA Davidson boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Three research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $524.25.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $412.61 on Thursday. The business has a 50-day simple moving average of $425.83 and a 200-day simple moving average of $392.45. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The company has a market cap of $2.14 trillion, a PE ratio of 29.77, a P/E/G ratio of 0.95 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The firm had revenue of $39.89 billion for the quarter. On average, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Samsung is reportedly raising prices on selected advanced foundry services by as much as 15% amid strong AI-chip demand from Nvidia, Apple, Tesla and other customers. The pricing action supports TSM’s ability to maintain or increase wafer prices and suggests favorable supply-demand conditions. After TSMC, Samsung Is Also Reportedly Planning To Hike Chip Prices
• Positive Sentiment: Analysts at Bank of America reportedly see momentum building for TSM’s U.S. fabrication expansion, reinforcing the company’s long-term capacity and geopolitical diversification story. BofA Sends Bullish Message For Taiwan Semiconductor Stock Fans
• Positive Sentiment: Institutional investors have reportedly rotated capital toward TSM, including managers reducing exposure to Broadcom amid valuation and margin concerns. Separately, David Tepper’s Appaloosa continued building its TSM position, supporting the stock’s institutional sponsorship. Broadcom Faces Rising Hedge Fund Caution
• Positive Sentiment: Brokerage firms collectively maintain an average “Buy” recommendation, indicating that analysts continue to view TSM’s AI and advanced-foundry exposure favorably. TSMC Given Average Recommendation of Buy
• Neutral Sentiment: U.S. regulators took initial steps toward allowing futures tied to AI-compute economics and GPU prices. Such derivatives could improve price discovery and investor access to the AI semiconductor market, but the immediate effect on TSM’s earnings is unclear. U.S. Markets Prepare For AI Compute Derivatives
• Negative Sentiment: TSM is trading substantially above a referenced GF Value estimate, raising concerns that strong AI expectations are already reflected in the share price. That valuation risk may be contributing to profit-taking even as chip capacity remains tight. TSMC Trades Above GF Value as Chip Capacity Tightens

About Taiwan Semiconductor Manufacturing

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.