Foster & Motley Inc. Acquires New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Foster & Motley Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 1,858 shares of the semiconductor company’s stock, valued at approximately $887,000.

A number of other large investors have also recently bought and sold shares of the business. Cedar Mountain Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing by 88.2% during the 2nd quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock worth $31,000 after buying an additional 30 shares during the last quarter. Quattro Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $27,000. Evolution Wealth Management Inc. boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 257.7% during the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 67 shares during the period. Finally, Strategic Advocates LLC boosted its holdings 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 valued at $28,000 after acquiring an additional 36 shares during the period. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

Shares of NYSE:TSM opened at $412.61 on Thursday. The company has a 50 day moving average of $425.83 and a 200-day moving average of $392.45. The firm has a market cap of $2.14 trillion, a P/E ratio of 29.77, a P/E/G ratio of 0.95 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $223.70 and a twelve month high of $479.00. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 21.43%.

Analysts Set New Price Targets

A number of research firms recently weighed in on TSM. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Susquehanna lifted their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, TD Cowen increased their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus price target of $524.25.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction dated Monday, June 22nd. The shares were bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Shyue-Shyh Lin bought 1,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the acquisition, the vice president directly owned 30,269 shares in the company, valued at approximately $2,243,840.97. This represents a 3.42% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have acquired 16,312 shares of company stock worth $1,207,238. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Samsung is reportedly raising prices on selected advanced foundry services by as much as 15% amid strong AI-chip demand from Nvidia, Apple, Tesla and other customers. The pricing action supports TSM’s ability to maintain or increase wafer prices and suggests favorable supply-demand conditions. After TSMC, Samsung Is Also Reportedly Planning To Hike Chip Prices
• Positive Sentiment: Analysts at Bank of America reportedly see momentum building for TSM’s U.S. fabrication expansion, reinforcing the company’s long-term capacity and geopolitical diversification story. BofA Sends Bullish Message For Taiwan Semiconductor Stock Fans
• Positive Sentiment: Institutional investors have reportedly rotated capital toward TSM, including managers reducing exposure to Broadcom amid valuation and margin concerns. Separately, David Tepper’s Appaloosa continued building its TSM position, supporting the stock’s institutional sponsorship. Broadcom Faces Rising Hedge Fund Caution
• Positive Sentiment: Brokerage firms collectively maintain an average “Buy” recommendation, indicating that analysts continue to view TSM’s AI and advanced-foundry exposure favorably. TSMC Given Average Recommendation of Buy
• Neutral Sentiment: U.S. regulators took initial steps toward allowing futures tied to AI-compute economics and GPU prices. Such derivatives could improve price discovery and investor access to the AI semiconductor market, but the immediate effect on TSM’s earnings is unclear. U.S. Markets Prepare For AI Compute Derivatives
• Negative Sentiment: TSM is trading substantially above a referenced GF Value estimate, raising concerns that strong AI expectations are already reflected in the share price. That valuation risk may be contributing to profit-taking even as chip capacity remains tight. TSMC Trades Above GF Value as Chip Capacity Tightens

Taiwan Semiconductor Manufacturing 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.