Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Summit Global Investments

Summit Global Investments boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,678 shares of the semiconductor company’s stock after acquiring an additional 1,796 shares during the period. Summit Global Investments’ holdings in Taiwan Semiconductor Manufacturing were worth $4,961,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of TSM. Quattro Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $27,000. Stephens Consulting LLC grew its stake in Taiwan Semiconductor Manufacturing by 82.0% during 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 Taiwan Semiconductor Manufacturing by 62.1% during 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 acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.0%

TSM opened at $402.49 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00. The business has a 50 day moving average price of $426.76 and a two-hundred day moving average price of $379.20. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The company has a market cap of $2.09 trillion, a PE ratio of 29.04, a P/E/G ratio of 0.95 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. As a group, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.83 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued 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 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on TSM. Needham & Company LLC increased their price objective 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 shares of Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a report on Saturday. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Finally, DA Davidson raised their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $490.00.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This represents a 25.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $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. Insiders have bought a total of 6,857 shares of company stock worth $512,334 in the last three months. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC reported record second-quarter results, with revenue growth, strong margins, and raised full-year guidance, reinforcing that AI chip demand remains robust.
• Positive Sentiment: Several bullish commentaries and analyst notes argue the post-earnings pullback may be a buying opportunity, citing sustained AI-driven growth and expanding leading-edge production.
• Positive Sentiment: The company said demand for AI chips should stay strong for years, and its expanded Arizona investment underscores confidence in long-term capacity needs and customer demand. Reuters article on AI demand and Arizona investment
• Positive Sentiment: Coverage citing billionaire investors and “AI capex winners” has kept TSMC in the spotlight as one of the clearest beneficiaries of the AI buildout.
• Neutral Sentiment: Some articles frame the move as a valuation and positioning reset after a strong run, suggesting part of the recent weakness may reflect profits being taken rather than a change in fundamentals. Seeking Alpha article on what was priced in
• Negative Sentiment: Investors are worried the extra $100 billion Arizona plan could pressure near-term profit margins, especially with construction labor and infrastructure constraints.
• Negative Sentiment: Broader semiconductor weakness and bear-market concerns in the sector are also weighing on sentiment, even though TSMC’s own results remain strong.

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.