Compound Planning Inc. Purchases 4,500 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Compound Planning Inc. raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 43,507 shares of the semiconductor company’s stock after purchasing an additional 4,500 shares during the quarter. Compound Planning Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $13,221,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Mitchell Sinkler & Starr PA grew its stake in shares of Taiwan Semiconductor Manufacturing by 1.9% in the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after purchasing an additional 28 shares during the last quarter. Wayfinding Financial LLC raised its position in Taiwan Semiconductor Manufacturing by 2.5% during the 4th quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock valued at $350,000 after purchasing an additional 28 shares during the last quarter. Thompson Siegel & Walmsley LLC raised its position in Taiwan Semiconductor Manufacturing by 3.6% during the 4th quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock valued at $264,000 after purchasing an additional 30 shares during the last quarter. Oak Harvest Investment Services lifted its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock worth $336,000 after buying an additional 31 shares during the period. Finally, Solstein Capital LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 4.8% in the 4th quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock worth $211,000 after buying an additional 32 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on TSM shares. 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. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Two research 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. According to MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $404.29.

Key Stories 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 Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing 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 transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The stock was bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 4,496 shares of company stock valued at $304,667 in the last 90 days. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM stock opened at $462.80 on Friday. The business’s fifty day moving average is $405.01 and its 200 day moving average is $357.43. 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 stock has a market cap of $2.40 trillion, a price-to-earnings ratio of 38.50, a PEG ratio of 1.26 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $206.20 and a twelve month high of $465.22.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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 dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.12%.

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.