C WorldWide Group Holding A S Has $266.54 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

C WorldWide Group Holding A S lowered its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.1% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 558,118 shares of the semiconductor company’s stock after selling 123,250 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 6.6% of C WorldWide Group Holding A S’s investment portfolio, making the stock its 4th largest position. C WorldWide Group Holding A S’s holdings in Taiwan Semiconductor Manufacturing were worth $266,540,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. Twin City Private Wealth LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 0.3% during the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock valued at $2,479,000 after acquiring an additional 25 shares in the last quarter. Graves Light Lenhart Wealth Inc. increased its stake in Taiwan Semiconductor Manufacturing by 3.4% during the second quarter. Graves Light Lenhart Wealth Inc. now owns 752 shares of the semiconductor company’s stock valued at $359,000 after purchasing an additional 25 shares during the last quarter. OFS Enterprise LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 4.0% during the second quarter. OFS Enterprise LLC now owns 653 shares of the semiconductor company’s stock worth $312,000 after purchasing an additional 25 shares during the period. Wealthcare Capital Partners LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.0% during the second quarter. Wealthcare Capital Partners LLC now owns 2,606 shares of the semiconductor company’s stock worth $1,244,000 after purchasing an additional 25 shares during the period. Finally, Elser Financial Planning Inc lifted its position in shares of Taiwan Semiconductor Manufacturing by 2.4% in the 2nd quarter. Elser Financial Planning Inc now owns 1,081 shares of the semiconductor company’s stock worth $516,000 after buying an additional 25 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $439.09 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $246.93 and a 52-week high of $479.00. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. The firm has a market cap of $2.28 trillion, a P/E ratio of 31.68, a PEG ratio of 0.98 and a beta of 1.39. The business’s 50-day moving average price is $419.33 and its 200 day moving average price is $399.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The company had revenue of $39.89 billion for the quarter. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.52 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be issued a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin purchased 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The stock was acquired at an average cost of $74.13 per share, for a total transaction of $74,130.00. Following the completion of the acquisition, the vice president owned 30,269 shares in the company, valued at $2,243,840.97. This trade represents a 3.42% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were bought at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president directly owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This represents a 7.66% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 21,066 shares of company stock valued at $1,568,685 over the last ninety days. 1.11% of the stock is owned by company insiders.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broad insider buying signals confidence. CEO Che-Chia Wei, CFO Jen-Chau Huang, multiple COOs, SVPs and VPs collectively purchased shares in September 7 transactions. Although the individual purchases were relatively small, the participation of senior executives—including the CEO and CFO—provides a favorable sentiment signal. TSMC CEO insider purchase filing
• Positive Sentiment: TSMC is committing to next-generation High-NA EUV technology. TSMC plans to begin using ASML’s High-NA extreme-ultraviolet tools around 2030 for advanced-node production. TSMC and ASML are also working toward a 12-inch photomask pilot line by 2031, supporting future manufacturing productivity and smaller, more powerful AI chips. TSMC and ASML High-NA EUV report
• Positive Sentiment: AI demand continues to improve the industry outlook. Analysts and market commentary point to TSMC’s dominant foundry position, strong demand for advanced chips and investments in N2, N3 and advanced packaging as reasons for optimism. TSMC was also identified as a leading AI-related semiconductor investment and moved above an early technical buy point. TSMC technical breakout report
• Neutral Sentiment: TSMC’s U.S. expansion brings strategic benefits but may pressure margins. Its roughly $265 billion U.S. investment strengthens relationships with customers and policymakers, while the cost and complexity of overseas manufacturing remain important execution considerations. TSMC U.S. investment report
• Negative Sentiment: Valuation and macroeconomic risks remain. TSM’s approximately 31.7 P/E ratio leaves the stock sensitive to higher Treasury yields, oil prices, market-wide risk aversion and any slowdown in AI-related capital spending. Future High-NA benefits are also several years away.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the stock. Stifel Nicolaus initiated coverage on shares of Taiwan Semiconductor Manufacturing in a research report on Tuesday, September 1st. They set a “buy” rating and a $515.00 price objective for the company. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Wall Street Zen lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Sanford C. Bernstein increased their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Finally, Bank of America boosted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Three equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $523.22.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world’s leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.