Carnegie Investment Counsel Sells 4,925 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Carnegie Investment Counsel cut its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 21.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,084 shares of the semiconductor company’s stock after selling 4,925 shares during the period. Carnegie Investment Counsel’s holdings in Taiwan Semiconductor Manufacturing were worth $6,111,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in TSM. Capital Research Global Investors raised its position in shares of Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after acquiring an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $961,000. Meridian Wealth Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after purchasing an additional 14,406 shares during the period. Y Intercept Hong Kong Ltd grew its stake in Taiwan Semiconductor Manufacturing by 273.2% during the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after purchasing an additional 59,435 shares during the period. Finally, Boyer Financial Services Inc. bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $648,000. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

TSM stock opened at $434.64 on Monday. The stock’s 50 day simple moving average is $426.14 and its 200 day simple moving average is $374.46. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The company has a market cap of $2.25 trillion, a P/E ratio of 36.16, a price-to-earnings-growth ratio of 1.09 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $35.49 billion for the quarter, compared to analyst estimates of $35.47 billion. During the same quarter in the prior year, the company earned $2.12 earnings per share. The company’s quarterly revenue was up 40.6% on a year-over-year basis. On average, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.71%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction on Monday, June 29th. The shares were purchased at an average price of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the acquisition, the vice president owned 12,051 shares in the company, valued at approximately $923,588.64. This represents a 9.05% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction on 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. The trade was a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders acquired 6,857 shares of company stock valued at $512,334. 1.11% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have issued reports on TSM. DA Davidson reissued a “buy” rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Barclays boosted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $449.38.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Multiple company insiders, including CEO Che-Chia Wei and several senior executives, bought TSM shares this week. Investors often view broad insider buying as a signal of management confidence in the company’s outlook and valuation. CEO insider purchase filing
• Positive Sentiment: TSMC remains a dominant foundry, with about 73% global market share and deep exposure to AI leaders such as Nvidia, AMD, and Broadcom, reinforcing the view that it remains a core beneficiary of AI infrastructure spending. Article on TSMC market share and competitors
• Positive Sentiment: Commentary around TSMC’s photonics roadmap and its central role in the AI buildout is keeping investors focused on long-term growth catalysts, especially if the company can ease future chip bottlenecks. TSMC photonic ramp article
• Neutral Sentiment: TSMC is drawing heavy attention ahead of next week’s earnings report, with several bullish articles suggesting results could be a catalyst, but investors are still waiting for actual guidance and margins to confirm the next move. Prediction: TSMC Stock Is Going to Soar After July 16
• Negative Sentiment: Reports that Japan’s Rapidus wants to mass-produce 2 nm chips in 2027 are raising competitive concerns, because any credible new rival could pressure TSMC’s long-term pricing power and technology lead. A Potential New Rival Wants to Undercut TSMC

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.