Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Private Advisor Group LLC

Private Advisor Group LLC cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 3.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 108,560 shares of the semiconductor company’s stock after selling 4,219 shares during the period. Private Advisor Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $36,688,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. Brighton Jones LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock valued at $2,159,000 after purchasing an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $701,000. Bank of Nova Scotia grew its stake in Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after buying an additional 1,784 shares during the last quarter. FWL Investment Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after buying an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $270,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on TSM shares. Barclays boosted 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. Susquehanna raised their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research report on Monday, June 22nd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Finally, DA Davidson reiterated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $449.38.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Analysts remain broadly constructive on TSMC, with several reports highlighting strong AI-chip demand, expanding advanced-node capacity, and continued earnings growth expectations.
• Positive Sentiment: TSMC is expanding its global 3-nanometer footprint across Taiwan, Arizona, and Japan, reinforcing its position as a key supplier for AI and high-performance computing chips.
• Positive Sentiment: Recent commentary suggests TSMC remains a preferred way to play the AI semiconductor boom, supported by manufacturing leadership and estimate revisions.
• Positive Sentiment: A recent insider purchase by a TSMC vice president added a modest confidence signal, while analyst sentiment remains centered on a “Buy” view.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $434.71 on Friday. The stock’s 50-day moving average price is $420.84 and its 200 day moving average price is $368.06. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $2.25 trillion, a PE ratio of 36.17, a price-to-earnings-growth ratio of 1.12 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00.

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. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company had revenue of $30.65 billion during the quarter. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. This is a boost 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 currently 25.12%.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing 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 directly 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 filing with the SEC, which can be accessed through the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 5,496 shares of company stock valued at $404,567 over the last three months. 1.11% of the stock is currently owned by company insiders.

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.