Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Boosted by Flputnam Investment Management Co.

Flputnam Investment Management Co. boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.4% during the 4th quarter, HoldingsChannel reports. The firm owned 72,346 shares of the semiconductor company’s stock after buying an additional 1,730 shares during the quarter. Flputnam Investment Management Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $21,985,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Oak Harvest Investment Services raised its position in shares of Taiwan Semiconductor Manufacturing by 2.9% during the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock valued at $336,000 after buying an additional 31 shares during the last quarter. Falcon Wealth Planning raised its position in shares of Taiwan Semiconductor Manufacturing by 4.4% during the fourth quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company’s stock valued at $237,000 after buying an additional 33 shares during the last quarter. Drive Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.7% during the fourth quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company’s stock valued at $1,522,000 after buying an additional 33 shares during the last quarter. Sovereign Financial Group Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 4.5% during the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock valued at $241,000 after buying an additional 34 shares during the last quarter. Finally, Avion Wealth raised its position in shares of Taiwan Semiconductor Manufacturing by 10.8% during the fourth quarter. Avion Wealth now owns 349 shares of the semiconductor company’s stock valued at $106,000 after buying an additional 34 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president directly owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The shares were purchased at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the purchase, the vice president directly 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. Insiders have acquired 3,346 shares of company stock worth $218,005 over the last ninety days. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $413.50 on Wednesday. The stock has a market cap of $2.14 trillion, a P/E ratio of 34.40, a PEG ratio of 1.18 and a beta of 1.39. The company’s 50-day simple moving average is $373.43 and its 200 day simple moving average is $340.12. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $190.56 and a twelve month high of $421.97. 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 issued 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 for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.96%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC remains a key beneficiary of AI infrastructure spending, with reports citing surging demand for its advanced chips and packaging services as the main drivers behind the rally. Article Title
• Positive Sentiment: Multiple articles note that Taiwan’s market capitalization has jumped above India’s largely because of TSMC’s powerful AI-driven run, underscoring investor enthusiasm for the company’s scale and earnings momentum. Article Title
• Positive Sentiment: TSMC’s growth is being framed as durable rather than short-lived, with commentary arguing the AI boom could last through 2027 and support continued chip demand. Article Title
• Neutral Sentiment: TSMC filed a routine April portfolio update showing a shift toward fixed income, but the company said its capital structure was unchanged, so the filing appears unlikely to materially affect the stock. Article Title
• Negative Sentiment: Investor attention was also drawn to insider selling and Cathie Wood trimming TSMC exposure, which can create some caution around the stock despite the broader bullish AI backdrop. Article Title
• Negative Sentiment: Huawei’s reported chipmaking breakthrough and plans for 1.4nm chips by 2031 raise longer-term competition concerns, suggesting China is working to narrow the technology gap with TSMC. Article Title

Wall Street Analyst Weigh In

A number of brokerages have recently commented on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. DA Davidson reaffirmed a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Finally, 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. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently 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.