Farmers & Merchants Investments Inc. Buys 1,737 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Farmers & Merchants Investments Inc. lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1.9% during the fourth quarter, HoldingsChannel reports. The firm owned 91,680 shares of the semiconductor company’s stock after purchasing an additional 1,737 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 0.8% of Farmers & Merchants Investments Inc.’s holdings, making the stock its 28th largest position. Farmers & Merchants Investments Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $27,861,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the stock. Stephens Consulting LLC lifted its stake in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares during the period. Ares Financial Consulting LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $29,000. Resources Management Corp CT ADV purchased a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Maseco LLP purchased a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $35,000. Finally, Cedar Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 64 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction that occurred on Sunday, March 22nd. The shares were bought at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president owned 9,051 shares in the company, valued at $506,222.43. This represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 1.11% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported April revenue of NT$410.73 billion ($13.08 billion), up 17.5% year over year, signaling that AI chip demand is still supporting strong growth. TSMC Revenue Surges 17.5% in April — What It Means for Nvidia and Other AI Chip Stocks
• Positive Sentiment: TSMC and Sony Semiconductor Solutions said they plan to form a new joint venture in Japan to develop and manufacture next-generation image sensors, expanding TSMC’s exposure to another advanced semiconductor market. Sony, TSMC plan new Japan joint venture for next-generation image sensors
• Positive Sentiment: Investor commentary has remained constructive, with articles highlighting TSMC’s strong growth relative to its valuation and its position as a key “pick-and-shovel” beneficiary of the AI buildout. This Tech Stock Is the Quiet Monopoly Nobody on Wall Street Talks About
• Neutral Sentiment: Some coverage noted that monthly revenue growth may have dipped sequentially, but the broader trend remains solid and does not appear to be changing the long-term thesis. TSMC sees strong growth as AI demand holds up
• Negative Sentiment: There is also ongoing investor attention on potential foundry competition and customer diversification efforts, which could weigh on sentiment if rivals gain share over time. TSMC: Early Signs Of Formidable Foundry Competition

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $411.05 on Friday. The firm has a market capitalization of $2.13 trillion, a P/E ratio of 34.20, a PEG ratio of 1.21 and a beta of 1.39. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The company has a 50 day moving average price of $361.06 and a 200 day moving average price of $330.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $176.47 and a 52 week high of $420.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm 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 38.17%. Sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

Analyst Ratings Changes

A number of research firms recently weighed in on TSM. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. TD Cowen upped their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research note on Friday, January 16th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Buy” and a consensus price target of $404.29.

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.