Ninepoint Partners LP Invests $6.25 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ninepoint Partners LP acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, Holdings Channel reports. The fund acquired 13,078 shares of the semiconductor company’s stock, valued at approximately $6,246,000.

Other large investors have also recently added to or reduced their stakes in the company. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $27,000. Strategic Advocates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 62.1% during the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 36 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $29,000. Finally, Basepoint Wealth LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $31,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

TSM has been the subject of several recent research reports. Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 12th. DA Davidson boosted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $524.25.

Insiders Place Their Bets

In other news, VP Bor-Zen Tien acquired 3,000 shares of the company’s stock in a transaction dated Tuesday, July 21st. The stock was acquired at an average cost of $74.39 per share, for a total transaction of $223,170.00. Following the acquisition, the vice president directly owned 4,000 shares in the company, valued at approximately $297,560. This represents a 300.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Shyue-Shyh Lin bought 2,000 shares of the business’s stock in a transaction that occurred on Sunday, July 19th. The stock was purchased at an average cost of $71.71 per share, for a total transaction of $143,420.00. Following the completion of the transaction, the vice president directly owned 28,269 shares in the company, valued at approximately $2,027,169.99. This trade represents a 7.61% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 17,662 shares of company stock valued at $1,307,491 over the last quarter. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Up 1.0%

Shares of NYSE:TSM opened at $416.02 on Friday. The stock’s 50-day moving average price is $425.76 and its two-hundred day moving average price is $393.05. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $225.63 and a 12-month high of $479.00. The firm has a market cap of $2.16 trillion, a price-to-earnings ratio of 30.02, a PEG ratio of 0.94 and a beta of 1.38.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

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

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Samsung Electronics is reportedly raising prices on select advanced foundry services by as much as 15% because of strong demand from AI-chip customers, including Nvidia, Apple and Tesla. The move could improve TSMC’s pricing power and reinforce its competitive position. Samsung chip price increases
• Positive Sentiment: Analysts continue to favor TSMC over GlobalFoundries, citing stronger leading-edge demand, faster growth prospects and a more attractive valuation relative to its expected expansion. TSMC versus GlobalFoundries
• Positive Sentiment: Investor commentary remains bullish on TSMC’s AI exposure following a strong quarterly performance and reports of a planned $100 billion U.S. investment. The longer-term upside depends on successful execution of its next-generation manufacturing ramp. TSMC AI growth outlook
• Positive Sentiment: Vice President Lipen Yuan disclosed two purchases totaling 1,350 shares, increasing the reported position by roughly 20%. Insider buying can provide a modest confidence signal, although the transactions are too small to materially affect valuation. TSMC insider purchase filing
• Neutral Sentiment: Comparisons with ASML and broader coverage of TSMC’s history emphasize its strategic importance as the world’s largest contract chipmaker, but do not introduce a major new company-specific catalyst. TSMC versus ASML
• Negative Sentiment: Capacity strains could limit TSMC’s ability to fully capture surging AI demand, while the stock’s premium valuation leaves less room for execution disappointments. Reports that TSMC trades well above estimated fair value add to the downside risk. TSMC capacity strains

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.