B. Metzler seel. Sohn & Co. AG Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

B. Metzler seel. Sohn & Co. AG trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.4% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 464,509 shares of the semiconductor company’s stock after selling 31,693 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 1.9% of B. Metzler seel. Sohn & Co. AG’s holdings, making the stock its 13th biggest holding. B. Metzler seel. Sohn & Co. AG’s holdings in Taiwan Semiconductor Manufacturing were worth $221,835,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Brighton Jones LLC grew its stake in Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $701,000. Bank of Nova Scotia lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% in the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after buying an additional 1,784 shares during the period. FWL Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock worth $57,000 after buying an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $270,000. Institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling

In other news, VP Shyue-Shyh Lin acquired 2,000 shares of the stock in a transaction that occurred on Sunday, July 19th. The shares were bought at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the acquisition, the vice president owned 28,269 shares in the company, valued at approximately $2,027,169.99. This represents a 7.61% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien purchased 3,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 21st. The shares were purchased at an average price of $74.39 per share, with a total value of $223,170.00. Following the completion of the transaction, the vice president directly owned 4,000 shares of the company’s stock, valued at $297,560. This represents a 300.00% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders acquired 17,662 shares of company stock valued at $1,307,491. 1.11% of the stock is owned by company insiders.

Taiwan Semiconductor Manufacturing Stock Up 0.5%

TSM stock traded up $2.03 on Friday, hitting $418.03. 4,673,189 shares of the company’s stock were exchanged, compared to its average volume of 13,765,784. The firm has a 50 day moving average price of $425.76 and a two-hundred day moving average price of $393.05. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $225.63 and a 12-month high of $479.00. The stock has a market cap of $2.17 trillion, a P/E ratio of 30.16, a price-to-earnings-growth ratio of 0.94 and a beta of 1.38. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.25%. The business had revenue of $39.89 billion during the quarter. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Wall Street Analysts Forecast Growth

TSM has been the topic of several recent research reports. Bank of America increased their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a report on Wednesday, June 24th. Sanford C. Bernstein boosted their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. DA Davidson upped their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Finally, Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average price target of $524.25.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Wall Street analysts maintain a bullish view of TSMC, supporting the investment case amid expectations for continued earnings and revenue growth. Is It Worth Investing in TSMC Based on Wall Street’s Bullish Views?
• Positive Sentiment: Vice President Lipen Yuan purchased additional TSMC shares in two reported transactions, increasing his holdings by roughly 20% to 21%. Insider buying can signal management confidence in the company’s long-term outlook, although the transactions were relatively small compared with TSMC’s market value. TSMC Executive Makes Bold Insider Move Signaling Confidence in Chip Giant’s Future
• Positive Sentiment: TSMC is positioned as a major beneficiary of sustained AI infrastructure spending. Its leading-edge manufacturing demand, recent strong quarterly results and planned $100 billion U.S. investment reinforce expectations for long-term capacity expansion and growth. This Stock Is Riding an AI Wave That Shows No Signs of Slowing
• Positive Sentiment: Reports that Samsung is raising selected foundry prices could improve TSMC’s competitive position and support pricing power across the advanced-chip manufacturing market. How Intel and TSMC Could Benefit From Samsung Hiking Chipmaking Prices
• Neutral Sentiment: Analyst comparisons favor TSMC over GlobalFoundries and frame TSMC alongside ASML as a leading semiconductor investment, citing its scale, leading-edge demand and growth prospects. These are opinion-based comparisons rather than new company guidance. TSMC vs. GlobalFoundries: Which Foundry Stock Is the Better Buy?
• Neutral Sentiment: Proposed AI-compute futures tied to GPU prices could create new hedging and investment tools linked to TSMC’s industry, but the immediate effect on chip demand or TSMC earnings is uncertain. U.S. Markets Prepare For AI Compute Derivatives Tied To TSMC, Nvidia GPU Prices
• Negative Sentiment: TSMC’s shares trade at a premium to estimated intrinsic value, increasing sensitivity to disappointing AI demand, execution issues or weaker semiconductor conditions. TSMC Trades Above GF Value as Chip Capacity Tightens
• Negative Sentiment: Reports of tightening advanced-chip capacity highlight a potential constraint: strong demand may exceed near-term production availability, limiting shipments and raising execution and capital-spending risks. What Could TSMC Capacity Strains Mean for AI Demand?

Taiwan Semiconductor Manufacturing 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.