Janney Montgomery Scott LLC Grows Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Janney Montgomery Scott LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 383,129 shares of the semiconductor company’s stock after purchasing an additional 23,996 shares during the period. Janney Montgomery Scott LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $116,429,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in TSM. Hilton Head Capital Partners LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $27,000. Stephens Consulting LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the last quarter. Strategic Advocates LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $29,000. Finally, Basepoint Wealth LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $31,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $408.51 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $206.20 and a twelve month high of $450.16. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The company has a market cap of $2.12 trillion, a PE ratio of 33.99, a price-to-earnings-growth ratio of 1.25 and a beta of 1.38. The company’s 50 day moving average is $393.77 and its 200 day moving average is $351.18.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data 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%. On average, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. 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 yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 25.04%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The stock was acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders acquired 3,496 shares of company stock worth $229,407. 1.11% of the stock is owned by corporate insiders.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC reported May revenue of NT$416.98 billion, up about 30% year over year, reinforcing that demand tied to AI and high-performance computing remains strong. Management also indicated sales are tracking toward the company’s second-quarter target. Article Title
• Positive Sentiment: Commentary this week continued to highlight TSMC as a key AI beneficiary, with articles pointing to strong demand for advanced chipmaking and packaging as its 2nm roadmap progresses. Article Title
• Positive Sentiment: CEO Che-Chia Wei disclosed a small open-market purchase of TSM shares, a modest signal of management confidence. Article Title
• Neutral Sentiment: Some market coverage noted that TSMC’s strong revenue growth was not enough to fully offset broader semiconductor weakness and a sector-wide risk-off mood. Article Title
• Neutral Sentiment: Investors are also debating TSMC’s valuation versus its AI-driven growth, suggesting the stock may need continued execution to justify further upside. Article Title
• Negative Sentiment: Taiwan is considering tighter export controls on advanced AI chips to China, which could limit some of TSMC’s future sales opportunities and raise regulatory uncertainty. Article Title
• Negative Sentiment: U.S. lawmakers are pushing for stricter rules on contract chipmakers serving Chinese firms’ overseas units, adding another export-control headwind for TSMC. Article Title

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. 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. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. DA Davidson reissued a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $404.29.

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.