Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Financiere des Professionnels Fonds d investissement inc.

Financiere des Professionnels Fonds d investissement inc. lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 52.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 115,192 shares of the semiconductor company’s stock after selling 127,644 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for approximately 2.3% of Financiere des Professionnels Fonds d investissement inc.’s portfolio, making the stock its 7th largest position. Financiere des Professionnels Fonds d investissement inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $38,929,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of TSM. Capital Research Global Investors increased its position in 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 valued at $976,821,000 after buying an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $961,000. Meridian Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after acquiring an additional 14,406 shares in the last quarter. Y Intercept Hong Kong Ltd grew its stake in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after acquiring an additional 59,435 shares during the period. Finally, Boyer Financial Services Inc. acquired a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $648,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Monday, June 29th. The stock was purchased at an average price of $76.64 per share, for a total transaction of $76,640.00. Following the purchase, the vice president directly owned 12,051 shares in the company, valued at $923,588.64. The trade was a 9.05% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 completion of the sale, the vice president 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 SEC filing for this sale provides additional information. In the last three months, insiders purchased 6,857 shares of company stock valued at $512,334. 1.11% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday. Needham & Company LLC boosted 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 note on Thursday, April 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Finally, Bank of America raised their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $452.50.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC posted record Q2 earnings, beat estimates, and raised its revenue outlook, reinforcing that AI chip demand remains robust. TSMC Q2 profit jumps 77% to record, far surpasses expectations
• Positive Sentiment: Several analysts and commentators said the results confirm TSMC remains a key beneficiary of the AI infrastructure buildout and a leader in advanced semiconductor manufacturing. AI DATA CENTER DEMAND: Why capacity is ‘tapped out’ now | FW Today
• Neutral Sentiment: TSMC announced an additional $100 billion investment in Arizona, lifting its total U.S. commitment to $265 billion, which supports long-term scale but also increases capital intensity. Sandisk, UnitedHealth, J.B. Hunt, TSMC, and More Stocks That Explain Today’s Market
• Negative Sentiment: Despite the strong quarter, TSM stock fell as traders worried the larger spending plan could compress free cash flow and margins, triggering a broader semiconductor selloff. Lattice Semiconductor, AMD, and Qualcomm Shares Are Falling, What You Need To Know
• Negative Sentiment: The stock also came under pressure because the market appears to have had exceptionally high expectations heading into earnings, and some investors appear to be taking profits after the run-up. TSMC posts record quarter — but expectations are now ‘exceptionally high,’ says fund manager

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $408.36 on Friday. The firm has a market capitalization of $2.12 trillion, a P/E ratio of 33.97, a P/E/G ratio of 1.04 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 stock has a 50 day moving average price of $427.06 and a two-hundred day moving average price of $377.80. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

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 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 company’s revenue for the quarter was up 40.6% on a year-over-year basis. During the same quarter last year, the company earned $2.12 earnings per share. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

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.