Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Seaview Investment Managers LLC’s 4th Largest Position

Seaview Investment Managers LLC lowered its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.4% in the 4th quarter, Holdings Channel reports. The firm owned 30,813 shares of the semiconductor company’s stock after selling 3,966 shares during the period. Taiwan Semiconductor Manufacturing accounts for 3.5% of Seaview Investment Managers LLC’s portfolio, making the stock its 4th biggest holding. Seaview Investment Managers LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,364,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of TSM. Stephens Consulting LLC increased its position in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares during the last quarter. 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 bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $32,000. Maseco LLP bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth about $35,000. Finally, Cedar Wealth Management LLC boosted its stake in shares of 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. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently commented on TSM shares. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. DA Davidson reiterated a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus price target of $404.29.

Insider Transactions 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 dated 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 sale, 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. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Bor-Zen Tien purchased 2,000 shares of the stock in a transaction on Tuesday, May 19th. The shares were purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have acquired 3,346 shares of company stock valued at $218,005. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Stock Down 0.1%

Taiwan Semiconductor Manufacturing stock opened at $404.24 on Tuesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.32. The stock has a market capitalization of $2.09 trillion, a price-to-earnings ratio of 33.63, a PEG ratio of 1.18 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $190.03 and a 1-year high of $421.97. The business has a fifty day moving average price of $371.93 and a 200-day moving average price of $339.28.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. 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 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC remains a central beneficiary of the AI chip boom, with analysts and commentators continuing to describe it as a “trustworthy AI compounder” and a likely winner in the GPU and ASIC buildout. TSM Stock’s Upward Momentum Validates Top Analyst’s ‘Most Trustworthy AI Compounder’ Call
• Positive Sentiment: Strong investor interest in TSMC and broader semiconductor ETFs suggests continued confidence in the company’s long-term growth outlook and AI exposure. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
• Positive Sentiment: Some market commentary says Nvidia’s ongoing need for more GPUs highlights TSMC’s importance as a key manufacturing bottleneck, underscoring how critical TSMC is to the AI supply chain. EXCLUSIVE: Nvidia CEO Jensen Huang Is Flying To Taiwan Nearly Every Month Asking For More GPUs – The Answer Remains Not Yet
• Neutral Sentiment: Coverage comparing TSMC with ASML and other semiconductor leaders keeps TSM in the spotlight, but it mainly reinforces its status as a top-tier AI infrastructure play rather than changing the near-term outlook. ASML vs TSMC Stock: Which Semiconductor Giant Is the Smarter AI Investment in 2025?
• Negative Sentiment: Huawei said it has made a chipmaking breakthrough and plans to narrow the gap with TSMC using new manufacturing methods, raising concerns that U.S. sanctions may have accelerated China’s domestic semiconductor push. Huawei Says It Has A Chipmaking Breakthrough. Did US Sanctions Backfire?
• Negative Sentiment: Huawei’s claim that it could start producing advanced 1.4-nanometer chips by 2031 adds a long-term competitive overhang for TSMC, even if the technology gap remains significant today. Huawei touts chip breakthrough to shorten gap with TSMC

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.