VMS Asset Management Limited Invests $5.96 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

VMS Asset Management Limited bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 19,605 shares of the semiconductor company’s stock, valued at approximately $5,958,000. Taiwan Semiconductor Manufacturing comprises 2.3% of VMS Asset Management Limited’s investment portfolio, making the stock its 15th largest position.

Several other large investors also recently made changes to their positions in TSM. Life Cycle Investment Partners Ltd bought a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $495,163,000. SurgoCap Partners LP bought a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth $360,443,000. Danica Pension Livsforsikringsaktieselskab bought a new stake in shares of Taiwan Semiconductor Manufacturing during the third quarter worth $232,924,000. Man Group plc grew its holdings in shares of Taiwan Semiconductor Manufacturing by 337.1% during the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after purchasing an additional 812,404 shares during the last quarter. Finally, Jennison Associates LLC grew its holdings in shares of 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 worth $4,070,393,000 after purchasing an additional 802,757 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $444.56 on Friday. The business’s 50-day simple moving average is $386.53 and its 200 day simple moving average is $347.24. The stock has a market cap of $2.31 trillion, a price-to-earnings ratio of 36.99, a P/E/G ratio of 1.27 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $202.28 and a 12-month high of $450.16. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

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

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 25.04%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s 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 transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. The trade was a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have acquired 3,346 shares of company stock worth $218,005. Company insiders own 1.11% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on TSM. DA Davidson restated a “buy” rating and set a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. 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 given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Broker coverage remains constructive, with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) receiving an average “Buy” rating, reinforcing investor confidence in its earnings and growth outlook. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Average Rating of “Buy” by Brokerages
• Positive Sentiment: Several reports say TSMC remains at the center of AI chip supply, with demand for advanced semiconductors still strong and investors viewing the company as a key pick in the AI boom. TSMC boss upbeat on outlook as AI boom shows no sign of easing
• Positive Sentiment: Market commentary continues to position TSM as a strategic long-term winner, with articles emphasizing its dominance in the AI compute supply chain and its importance to companies like Nvidia and Apple. Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
• Neutral Sentiment: TSMC shareholders approved 2025 results and charter changes at the annual meeting, a governance update that does not appear to be a major direct catalyst for the stock. TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting
• Negative Sentiment: Some investors may be reacting to comments from CEO C.C. Wei that AI chip shortages could persist for years and that TSMC is still working to expand U.S. production, which underscores supply constraints and cost pressure. TSMC boss bets big on AI growth, says he’d ‘like’ to hike chip prices

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.