Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Bleakley Financial Group LLC

Bleakley Financial Group LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 15.1% in the first quarter, Holdings Channel reports. The institutional investor owned 68,969 shares of the semiconductor company’s stock after buying an additional 9,046 shares during the period. Bleakley Financial Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $23,308,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $27,000. Stephens Consulting LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 82.0% in 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 period. Strategic Advocates LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC posted record June revenue and beat second-quarter sales expectations, signaling that AI-driven demand remains strong ahead of earnings. Reuters article
• Positive Sentiment: The company said June revenue jumped 67.9% year over year and first-half revenue rose 35.6%, reinforcing momentum in AI and advanced chip demand. CNBC article
• Positive Sentiment: TSMC is expanding its advanced chip packaging capacity in Taiwan, which supports longer-term growth and shows management is investing to meet strong demand. Reuters article
• Neutral Sentiment: Analysts are highlighting TSMC’s upcoming earnings release as a key test for whether AI-chip strength can keep driving the stock higher. Zacks article
• Neutral Sentiment: Broader market weakness and a selloff in memory-chip stocks are creating mixed sector sentiment, which may be tempering enthusiasm despite TSMC’s strong results. Yahoo Finance article
• Negative Sentiment: Some commentary suggests investors are questioning how long the AI spending boom can last, which could limit upside after the rally. Barron's article

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’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 completion of the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 6,857 shares of company stock worth $512,334 in the last ninety days. Insiders own 1.11% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on TSM. Susquehanna increased their price target on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a 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. DA Davidson reaffirmed a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. 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 company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and an average target price of $449.38.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $421.43 on Tuesday. The stock has a market cap of $2.19 trillion, a price-to-earnings ratio of 35.06, a PEG ratio of 1.09 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. The company’s 50-day moving average price is $426.65 and its 200 day moving average price is $375.34. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, beating the consensus estimate of $3.31 by $0.18. The firm had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The firm’s revenue for the quarter was up 40.6% on a year-over-year basis. During the same period last year, the firm posted $2.12 EPS. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed 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 is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

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.