Verde Servicos Internacionais S.A. Invests $14.56 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Verde Servicos Internacionais S.A. bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 47,903 shares of the semiconductor company’s stock, valued at approximately $14,557,000. Taiwan Semiconductor Manufacturing accounts for approximately 4.7% of Verde Servicos Internacionais S.A.’s holdings, making the stock its 7th biggest position.

Several other large investors have also recently made changes to their positions in the company. Callahan Advisors LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 6.0% during the fourth quarter. Callahan Advisors LLC now owns 33,498 shares of the semiconductor company’s stock worth $10,180,000 after purchasing an additional 1,903 shares in the last quarter. MJP Associates Inc. ADV increased its position in shares of Taiwan Semiconductor Manufacturing by 5.2% during the fourth quarter. MJP Associates Inc. ADV now owns 5,657 shares of the semiconductor company’s stock worth $1,719,000 after purchasing an additional 279 shares in the last quarter. ABN Amro Investment Solutions increased its position in shares of Taiwan Semiconductor Manufacturing by 72.5% during the fourth quarter. ABN Amro Investment Solutions now owns 282,431 shares of the semiconductor company’s stock worth $85,828,000 after purchasing an additional 118,690 shares in the last quarter. Rathbones Group PLC increased its position in shares of Taiwan Semiconductor Manufacturing by 8.2% during the fourth quarter. Rathbones Group PLC now owns 1,018,629 shares of the semiconductor company’s stock worth $309,551,000 after purchasing an additional 77,053 shares in the last quarter. Finally, IFP Advisors Inc grew its holdings in Taiwan Semiconductor Manufacturing by 0.5% in the 4th quarter. IFP Advisors Inc now owns 21,117 shares of the semiconductor company’s stock valued at $6,417,000 after buying an additional 103 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $401.82 on Thursday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.32. The firm has a market capitalization of $2.08 trillion, a P/E ratio of 33.43, a P/E/G ratio of 1.15 and a beta of 1.39. The business’s 50-day moving average is $368.37 and its two-hundred day moving average is $337.04. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $190.03 and a 1 year high of $421.97.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 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. Shareholders of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders acquired a total of 3,346 shares of company stock worth $218,005 in the last ninety days. 1.11% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have issued reports on TSM shares. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Barclays upped their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Finally, DA Davidson restated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus price target of $404.29.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC said the global semiconductor market could exceed $1.5 trillion by 2030, reinforcing a strong long-term demand outlook for its foundry and advanced packaging businesses.
• Positive Sentiment: AMD announced production ramp of its next-generation EPYC “Venice” CPU on TSMC’s 2nm process, a sign that major customers are already lining up for TSMC’s most advanced nodes. AMD Announces Production Ramp of Next-Generation AMD EPYC Processor “Venice” on TSMC 2nm Process Technology
• Positive Sentiment: BofA reiterated a Buy rating after TSMC’s technology symposium, highlighting continued confidence in the company’s chipmaking and packaging leadership. BofA Reiterates Buy on Taiwan Semiconductor (TSM) After Tech Symposium
• Positive Sentiment: Analysts and investors remain broadly upbeat, with higher earnings estimates and commentary that TSMC still has upside as a key AI infrastructure beneficiary.
• Neutral Sentiment: Tokyo Electron’s Taiwan unit said it will not appeal the ruling in the TSMC trade secrets case, which keeps the legal issue in the background but does not appear to change TSMC’s near-term fundamentals. Tokyo Electron’s Taiwan unit says it will not appeal ruling in TSMC trade secrets case
• Negative Sentiment: Reuters reported Taiwan may restrict how often foreign investors can switch currency choices for TSMC’s U.S.-dollar dividends, a policy change that could add friction for income-focused shareholders. Taiwan may limit currency switching for TSMC dollar dividends to once a year, sources say
• Negative Sentiment: Headline pressure also came from insider selling: vice president Tzu-Sou Chuang sold 200,000 shares, which can weigh on sentiment even though another executive bought shares around the same time.

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.