Vestmark Advisory Solutions Inc. Purchases 23,917 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Vestmark Advisory Solutions Inc. increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 46.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 75,671 shares of the semiconductor company’s stock after acquiring an additional 23,917 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $22,996,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Oak Harvest Investment Services grew its position in Taiwan Semiconductor Manufacturing by 2.9% in the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock worth $336,000 after acquiring an additional 31 shares in the last quarter. Falcon Wealth Planning grew its position in Taiwan Semiconductor Manufacturing by 4.4% in the fourth quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company’s stock worth $237,000 after acquiring an additional 33 shares in the last quarter. Drive Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 0.7% in the fourth quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company’s stock worth $1,522,000 after acquiring an additional 33 shares in the last quarter. Westfuller Advisors LLC grew its position in Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after acquiring an additional 34 shares in the last quarter. Finally, Sovereign Financial Group Inc. grew its position in Taiwan Semiconductor Manufacturing by 4.5% in the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company’s stock worth $241,000 after acquiring an additional 34 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: AMD said it is ramping production with partners to meet strong AI demand, and it also announced that its next-generation EPYC “Venice” processors are entering production on TSMC’s advanced 2nm process. That reinforces TSMC’s position as a key supplier to major AI chip customers. AMD asking partners to ramp up production, CEO says
• Positive Sentiment: Nvidia’s upbeat AI outlook lifted Asian chipmakers broadly, suggesting continued investor enthusiasm for semiconductor foundry names like TSMC that stand to benefit from rising AI infrastructure spending. Nvidia’s AI Outlook Sends Asian Chipmakers Up 5.5%
• Positive Sentiment: BofA reiterated a Buy rating after TSMC’s technology symposium, pointing to progress in next-gen chipmaking and packaging that supports the company’s long-term growth story. BofA Reiterates Buy on Taiwan Semiconductor (TSM) After Tech Symposium
• Neutral Sentiment: TSMC raised its 2030 global semiconductor market forecast to more than $1.5 trillion, which underscores a bullish long-term outlook but does not change near-term fundamentals by itself. Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) Raises 2030 Global Semiconductor Market Forecast to Over USD1.5 Trillion
• Neutral Sentiment: Articles discussing TSMC’s “paradox” of huge AI silicon demand versus finite infrastructure, and broader momentum in the NYSE Composite, add to the positive backdrop but are more commentary than direct stock-moving news. The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure
• Negative Sentiment: Reuters reported Taiwan may restrict how often foreign investors can switch currency choices for TSMC dollar dividends, and there were also reports of insider selling and a prior TSMC stake sale, which could create a small overhang on sentiment. Taiwan may limit currency switching for TSMC dollar dividends to once a year, sources say

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 2,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The shares were purchased 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 owned 11,051 shares of the company’s stock, valued at $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were 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 in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders acquired 3,346 shares of company stock worth $218,005 in the last 90 days. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $407.68 on Friday. The firm has a market cap of $2.11 trillion, a P/E ratio of 33.92, a P/E/G ratio of 1.17 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $190.03 and a 52 week high of $421.97. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.32 and a current ratio of 2.49. The firm’s fifty day moving average is $369.59 and its 200 day moving average is $337.80.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The firm had revenue of $30.65 billion for the quarter. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed 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 is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. 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 presently 24.71%.

Analysts Set New Price Targets

Several brokerages recently issued reports on TSM. DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Finally, Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and an average price target of $404.29.

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.