Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Corient Private Wealth LLC

Corient Private Wealth LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 330.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,583,175 shares of the semiconductor company’s stock after purchasing an additional 1,215,035 shares during the quarter. Corient Private Wealth LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $481,111,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently added to or reduced their stakes in the company. Fisher Asset Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock valued at $5,514,662,000 after buying an additional 313,773 shares during the last quarter. Van ECK Associates Corp lifted its stake in shares of Taiwan Semiconductor Manufacturing by 11.1% in the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after buying an additional 1,750,824 shares in the last quarter. Bank of America Corp DE boosted its position in Taiwan Semiconductor Manufacturing by 6.5% during the fourth quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock worth $4,832,708,000 after acquiring an additional 966,926 shares during the last quarter. Jennison Associates LLC boosted its position in Taiwan Semiconductor Manufacturing by 6.4% during the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after acquiring an additional 802,757 shares during the last quarter. Finally, Alliancebernstein L.P. grew its stake in Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after acquiring an additional 229,237 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $462.80 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The firm’s 50-day moving average is $405.01 and its two-hundred day moving average is $357.43. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $206.20 and a 12 month high of $465.22. The company has a market capitalization of $2.40 trillion, a PE ratio of 38.50, a price-to-earnings-growth ratio of 1.26 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share 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%. Analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 25.12%.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. DA Davidson restated a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Finally, Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $404.29.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’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 of the company’s stock, valued at $174,237,371.95. This trade 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 is available through the SEC website. Also, VP Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The stock was acquired 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 of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders acquired 4,496 shares of company stock worth $304,667. Company insiders own 1.11% of the company’s stock.

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.