Groupama Asset Managment Raises Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Groupama Asset Managment increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 86,569 shares of the semiconductor company’s stock after acquiring an additional 1,252 shares during the period. Groupama Asset Managment’s holdings in Taiwan Semiconductor Manufacturing were worth $26,307,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of TSM. Quattro Advisors LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $27,000. Stephens Consulting LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after buying an additional 41 shares during the last quarter. Strategic Advocates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after buying an additional 36 shares during the last quarter. Finally, Ares Financial Consulting LLC purchased a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $29,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the company’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 completion of the sale, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Lipen Yuan bought 1,000 shares of the stock in a transaction on Monday, June 15th. The stock was purchased at an average cost of $75.26 per share, for a total transaction of $75,260.00. Following the acquisition, the vice president owned 4,000 shares of the company’s stock, valued at $301,040. This trade represents a 33.33% increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 4,496 shares of company stock valued at $304,667 over the last 90 days. Company insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on TSM shares. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Two 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. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 7.1%

Shares of Taiwan Semiconductor Manufacturing stock opened at $462.80 on Friday. The company has a market cap of $2.40 trillion, a price-to-earnings ratio of 38.50, a price-to-earnings-growth ratio of 1.26 and a beta of 1.38. The company’s 50 day moving average is $405.01 and its 200 day moving average is $357.43. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $206.20 and a twelve month high of $465.22. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. Research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.12%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC signed a 10-year advanced packaging deal with Amkor in Arizona, which expands its U.S. manufacturing footprint and supports long-term demand for advanced chip packaging. TSMC and Amkor Sign 10-Year Advanced Packaging Deal in Arizona
• Positive Sentiment: Several recent articles highlight TSMC as a top momentum and AI beneficiary stock, reinforcing the market view that it remains a core pick for growth investors. Here’s Why TSMC (TSM) is a Great Momentum Stock to Buy
• Positive Sentiment: An insider purchase by TSMC Vice President Lipen Yuan added to confidence in the company’s outlook, since insider buying is often seen as a sign management believes the stock can go higher. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Lipen Yuan Buys 1,000 Shares
• Positive Sentiment: Reports that TSMC is benefiting from tight global foundry capacity and strong AI chip demand continue to support the bull case for the stock. Samsung draws advanced chipmaking interest as TSMC capacity tightens
• Neutral Sentiment: Market commentary has also focused on TSMC’s valuation and momentum after a large run-up, which may keep the stock volatile even as the long-term growth story remains intact. TSM at $426: Bubble Territory or a Buy for the Next AI Supercycle?
• Negative Sentiment: One headline flagged potential export controls on AI chip sales to China, which could limit future revenue opportunities and weigh on sentiment. Taiwan Semiconductor Manufacturing Company Limited (TSM) In Spotlight Amid Taiwan Chip Curbs on China
• Negative Sentiment: There is also concern that major customers may diversify away from TSMC toward Samsung or Intel for some future production, which could create longer-term competition pressure. Apple Chip Production Deal Represents Big Opportunity For Intel, Wedbush Says

Taiwan Semiconductor Manufacturing Company 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.