Mitsubishi UFJ Asset Management UK Ltd. Acquires 3,000 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Mitsubishi UFJ Asset Management UK Ltd. boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 250.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 4,200 shares of the semiconductor company’s stock after buying an additional 3,000 shares during the quarter. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,276,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the business. Fisher Asset Management LLC grew its position in Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company’s stock valued at $4,980,614,000 after buying an additional 168,171 shares during the period. Bank of America Corp DE grew its position in Taiwan Semiconductor Manufacturing by 0.9% during the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company’s stock valued at $4,171,445,000 after buying an additional 130,173 shares during the period. Jennison Associates LLC grew 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 valued at $4,070,393,000 after buying an additional 802,757 shares during the period. Alliancebernstein L.P. grew its position in Taiwan Semiconductor Manufacturing by 2.2% during the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock valued at $2,984,783,000 after buying an additional 229,237 shares during the period. Finally, WCM Investment Management LLC grew its position in Taiwan Semiconductor Manufacturing by 0.3% during the third quarter. WCM Investment Management LLC now owns 10,090,519 shares of the semiconductor company’s stock valued at $2,757,033,000 after buying an additional 31,860 shares during the period. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $392.16 on Wednesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.32. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $190.03 and a 1-year high of $421.97. The company has a market capitalization of $2.03 trillion, a P/E ratio of 32.63, a P/E/G ratio of 1.16 and a beta of 1.39. The firm’s 50 day simple moving average is $367.30 and its two-hundred day simple moving average is $336.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $30.65 billion for the quarter. Research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. 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. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value 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 ownership of the stock. The transaction 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 stock in a transaction dated 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 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 disclosure for this purchase is available in the SEC filing. Insiders bought 3,346 shares of company stock worth $218,005 in the last three months. Insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

TSM has been the subject of several recent research reports. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. 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. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Barclays lifted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Finally, Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus 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’s large cash position and rising capital spending reinforce its ability to keep expanding AI and advanced-chip capacity, with management forecasting second-quarter revenue as high as $40.2 billion. Here’s How TSM Targets Growth With Strong Cash Position
• Positive Sentiment: Wall Street continues to show confidence in Taiwan Semiconductor, including higher earnings estimates and stock commentary that the company still looks attractive after its rally. Analyst coverage and related bullish commentary
• Positive Sentiment: Investor interest remains strong, with articles highlighting TSMC as a core beneficiary of the AI buildout and a favored name among large investors and trading-focused funds. Taiwan Semiconductor Manufacturing (TSM) Among the Best Stocks to Invest in According to Billionaires
• Neutral Sentiment: Some market commentary is focused on valuation and whether TSM has already run too far, suggesting the stock may consolidate even while the long-term story stays intact. Everyone Says TSMC (TSM) Has Run Too Far. I Think They Are Wrong
• Negative Sentiment: Fresh comments from the Trump-Xi talks revived concerns about Taiwan’s geopolitical risk, keeping a lid on sentiment even though some investors still see near-term invasion or blockade odds as low. Taiwan Semi’s Big Takeaway From the Trump-Xi Talks
• Negative Sentiment: Broader chip-sector pressure is also coming from fears that escalating Middle East conflict could raise supply-chain costs and disrupt semiconductor operations. Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

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.