Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Noesis Capital Mangement Corp

Noesis Capital Mangement Corp lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 2.0% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 115,455 shares of the semiconductor company’s stock after selling 2,338 shares during the period. Taiwan Semiconductor Manufacturing comprises 5.8% of Noesis Capital Mangement Corp’s holdings, making the stock its 3rd biggest position. Noesis Capital Mangement Corp’s holdings in Taiwan Semiconductor Manufacturing were worth $39,018,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Twin City Private Wealth LLC boosted its stake in Taiwan Semiconductor Manufacturing by 0.3% in the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after purchasing an additional 25 shares in the last quarter. Financial Life Planners raised its position in Taiwan Semiconductor Manufacturing by 3.4% during the first quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock valued at $266,000 after acquiring an additional 26 shares in the last quarter. Corus Family Wealth Advisors lifted its stake in shares of Taiwan Semiconductor Manufacturing by 1.1% in the 1st quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock valued at $811,000 after purchasing an additional 26 shares during the period. Lodestar Private Asset Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $979,000 after acquiring an additional 27 shares during the period. Finally, Mitchell Sinkler & Starr PA boosted its position in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after purchasing an additional 28 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The stock was 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 $174,237,371.95. This represents a 7.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of the business’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This represents a 25.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired 6,857 shares of company stock worth $512,334 over the last ninety days. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.2%

Shares of Taiwan Semiconductor Manufacturing stock opened at $419.43 on Thursday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The business has a 50 day moving average price of $427.18 and a 200 day moving average price of $377.06. The company has a market capitalization of $2.18 trillion, a P/E ratio of 34.89, a P/E/G ratio of 1.05 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, topping analysts’ consensus estimates of $3.31 by $0.18. The company had revenue of $35.49 billion for the quarter, compared to analyst estimates of $35.47 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business’s revenue for the quarter was up 40.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.12 EPS. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.44 EPS 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. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. 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 payout ratio is currently 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Reuters said TSMC is expected to post a fifth straight quarter of record earnings, with second-quarter net profit likely up 59% year over year thanks to booming AI infrastructure spending. TSMC’s second-quarter profit seen hitting record on AI boom
• Positive Sentiment: Wedbush reiterated an Outperform rating, saying TSMC’s monthly revenue trends suggest it likely beat its prior second-quarter revenue estimate by about 1%, which would reinforce the company’s AI growth story. Taiwan Semiconductor Manufacturing Company heads into earnings with Wedbush expecting continued AI-driven growth
• Positive Sentiment: Several reports highlighted TSMC’s June sales surge and strong AI-driven demand, which investors view as evidence that the company remains the key manufacturing bottleneck for advanced chips used by Nvidia, Meta and other large customers. TSMC's 68% Sales Surge Just Validated This Billionaire's $9.5 Billion Bet
• Neutral Sentiment: Investors are also watching TSMC’s earnings as a broader test of whether Big Tech will keep spending aggressively on AI chips, making the report a major catalyst but not necessarily a one-way outcome. TSMC Earnings Will Be a Crucial Test for AI Thursday
• Negative Sentiment: One possible headwind is pricing pressure from ASML, after reports that TSMC is pushing back against proposed price increases on chipmaking tools, which could modestly squeeze margins if equipment costs rise. ASML has room to raise prices, CFO says

Wall Street Analyst Weigh In

TSM has been the topic of several recent research reports. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. DA Davidson reissued 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, Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $449.38.

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.