NS Partners Ltd Sells 7,920 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

NS Partners Ltd cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 64,637 shares of the semiconductor company’s stock after selling 7,920 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 1.3% of NS Partners Ltd’s investment portfolio, making the stock its 25th biggest holding. NS Partners Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $30,869,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of TSM. Denver PWM LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 10.6% in the 2nd quarter. Denver PWM LLC now owns 1,095 shares of the semiconductor company’s stock valued at $523,000 after purchasing an additional 105 shares during the period. Montanova Capital LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.0% in the 2nd quarter. Montanova Capital LLC now owns 304,627 shares of the semiconductor company’s stock valued at $145,481,000 after acquiring an additional 5,920 shares during the last quarter. JNBA Financial Advisors boosted its stake in shares of Taiwan Semiconductor Manufacturing by 9.8% during the second quarter. JNBA Financial Advisors now owns 461 shares of the semiconductor company’s stock valued at $220,000 after purchasing an additional 41 shares in the last quarter. Fundsmith LLP bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $548,465,000. Finally, RPg Family Wealth Advisory LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 2.4% during the 2nd quarter. RPg Family Wealth Advisory LLC now owns 33,592 shares of the semiconductor company’s stock worth $16,043,000 after buying an additional 799 shares during the period. Institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Bank of America maintained a Buy rating and set a $590 price target, citing TSMC’s leadership in advanced manufacturing nodes and silicon photonics, continued AI demand and an attractive valuation. TSMC Earns Buy Rating as Analyst Sees AI-Driven Upside
• Positive Sentiment: Billionaire investor Daniel Loeb increased his TSMC position from 275,000 to 460,000 shares, a roughly 67% increase. The purchase signals institutional confidence in the company’s AI exposure, strong earnings growth and substantial capital investment. Billionaire Investor Raises TSMC Stake 67%
• Positive Sentiment: A report on Elon Musk’s planned $119 billion chip-focused facility near Houston underscores the scale of expected semiconductor and AI infrastructure spending. TSMC could benefit indirectly if the expansion increases demand for leading-edge chips, although the article does not identify a direct TSMC contract. Elon Musk Is Spending $119 Billion on a Single Building Outside Houston
• Positive Sentiment: Additional commentary describes TSMC as a leading potential long-term winner in the AI hardware race, reinforcing the view that its manufacturing scale and technology position could support sustained demand. This Semiconductor Giant Will Be the Ultimate Winner of the AI Hardware Race
• Neutral Sentiment: Coverage comparing TSMC with ASML frames both as important semiconductor beneficiaries but does not provide a new company-specific catalyst. TSMC vs. ASML
• Neutral Sentiment: Taiwan’s stock exchange chief urged investors to look beyond TSMC, noting that the company represents about two-fifths of Taiwan’s market value. The comments highlight TSMC’s importance but also the concentration of Taiwan’s market around one company. Why the Head of Taiwan’s Stock Exchange Wants You to Look Past TSMC

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin acquired 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The shares were purchased at an average cost of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the acquisition, the vice president owned 30,269 shares of the company’s stock, valued at approximately $2,243,840.97. The trade was a 3.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, with a total value of $74,500.00. Following the acquisition, the vice president directly owned 6,000 shares in the company, valued at $447,000. The trade was a 20.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 17,662 shares of company stock valued at $1,307,491 over the last ninety days. Company insiders own 1.11% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on TSM shares. Bank of America upped their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a research report on Monday, July 27th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 26th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and a consensus price target of $524.25.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $415.68 on Tuesday. 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 firm has a market cap of $2.16 trillion, a price-to-earnings ratio of 29.99, a P/E/G ratio of 0.96 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $225.63 and a fifty-two week high of $479.00. The firm has a fifty day moving average price of $421.95 and a 200 day moving average price of $396.76.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.45 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 21.43%.

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.