Greenwoods Asset Management Hong Kong Ltd. Has $27.30 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Greenwoods Asset Management Hong Kong Ltd. lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 31.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 89,826 shares of the semiconductor company’s stock after selling 41,438 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 0.7% of Greenwoods Asset Management Hong Kong Ltd.’s investment portfolio, making the stock its 22nd biggest position. Greenwoods Asset Management Hong Kong Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $27,297,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. Brighton Jones LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL acquired a new position in Taiwan Semiconductor Manufacturing in the second quarter valued at about $701,000. Bank of Nova Scotia raised its stake in Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock valued at $3,556,000 after purchasing an additional 1,784 shares in the last quarter. FWL Investment Management LLC lifted its position in Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after purchasing an additional 53 shares during the period. Finally, Main Street Financial Solutions LLC bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $270,000. 16.51% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have commented on TSM shares. Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Barclays boosted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Down 1.0%

TSM stock opened at $392.16 on Wednesday. The firm has a 50-day moving average price of $367.30 and a 200-day moving average price of $336.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $190.03 and a 12 month high of $421.97. The company has a current ratio of 2.49, a quick ratio of 2.32 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $2.03 trillion, a P/E ratio of 32.63, a price-to-earnings-growth ratio of 1.16 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s large cash position and rising capital spending reinforce its ability to keep expanding AI and advanced-chip capacity, with management forecasting second-quarter revenue as high as $40.2 billion. Here’s How TSM Targets Growth With Strong Cash Position
• Positive Sentiment: Wall Street continues to show confidence in Taiwan Semiconductor, including higher earnings estimates and stock commentary that the company still looks attractive after its rally. Analyst coverage and related bullish commentary
• Positive Sentiment: Investor interest remains strong, with articles highlighting TSMC as a core beneficiary of the AI buildout and a favored name among large investors and trading-focused funds. Taiwan Semiconductor Manufacturing (TSM) Among the Best Stocks to Invest in According to Billionaires
• Neutral Sentiment: Some market commentary is focused on valuation and whether TSM has already run too far, suggesting the stock may consolidate even while the long-term story stays intact. Everyone Says TSMC (TSM) Has Run Too Far. I Think They Are Wrong
• Negative Sentiment: Fresh comments from the Trump-Xi talks revived concerns about Taiwan’s geopolitical risk, keeping a lid on sentiment even though some investors still see near-term invasion or blockade odds as low. Taiwan Semi’s Big Takeaway From the Trump-Xi Talks
• Negative Sentiment: Broader chip-sector pressure is also coming from fears that escalating Middle East conflict could raise supply-chain costs and disrupt semiconductor operations. Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president 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 sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The shares were purchased at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought 3,346 shares of company stock valued at $218,005 over the last quarter. Company 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.