Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Capital Group Private Client Services Inc.

Capital Group Private Client Services Inc. decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 73.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 259,125 shares of the semiconductor company’s stock after selling 702,567 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 1.2% of Capital Group Private Client Services Inc.’s portfolio, making the stock its 18th biggest holding. Capital Group Private Client Services Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $72,371,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Westfuller Advisors LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock valued at $434,000 after purchasing an additional 34 shares in the last quarter. BankPlus Wealth Management LLC grew its position in Taiwan Semiconductor Manufacturing by 1.6% during the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock worth $640,000 after buying an additional 35 shares during the period. Bank of Jackson Hole Trust increased its holdings in Taiwan Semiconductor Manufacturing by 7.5% in the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after buying an additional 35 shares in the last quarter. New Millennium Group LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock valued at $349,000 after acquiring an additional 35 shares during the period. Finally, Empirical Asset Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.8% during the 3rd quarter. Empirical Asset Management LLC now owns 2,008 shares of the semiconductor company’s stock worth $561,000 after acquiring an additional 36 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the company. Needham & Company LLC raised their price objective on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research note on Thursday, January 15th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Argus raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 3rd. Four research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Up 2.8%

Shares of NYSE:TSM opened at $348.51 on Tuesday. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $1.81 trillion, a P/E ratio of 32.72, a P/E/G ratio of 0.95 and a beta of 1.29. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The stock’s fifty day simple moving average is $344.00 and its 200-day simple moving average is $303.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. As a group, equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be given a $0.9503 dividend. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 23.57%.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC fast‑tracked a new AI “mega factory” after receiving environmental approval, signaling accelerated capital investment to expand advanced node capacity for data‑center AI chips — a clear long‑term revenue and market‑share catalyst. TSMC Fast Tracks AI Mega Factory As Valuation And Targets Diverge
• Positive Sentiment: Zacks highlights TSMC’s leadership in the Info Tech sector as AI chip demand drives outsized earnings for mega‑caps, underlining why investors view TSMC as a core AI‑infrastructure play. The Zacks Analyst Blog Taiwan and Interactive Brokers
• Positive Sentiment: Investor‑advice outlets (The Motley Fool) continue to list TSMC as a top way to play the AI infrastructure boom, reinforcing retail and institutional interest in the shares. 2 Monster Stocks to Hold for the Next 2 Years
• Neutral Sentiment: Zacks notes TSMC is a “trending” stock among its readers — increased attention can raise volume and momentum but is not a direct earnings catalyst. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock
• Negative Sentiment: Escalation in the Iran conflict has raised worries about the global semiconductor supply chain and higher oil prices, creating short‑term risk aversion across chip names and adding volatility to TSMC’s trading. Nvidia Stock Is Threatened by War in Iran. Chip Stocks Are Still Rallying Today.
• Negative Sentiment: Reports that Nvidia halted China‑bound H200 production introduce demand uncertainty for certain advanced AI chips and could temper near‑term wafer demand or reorder timing that affects TSMC’s near‑term revenue mix. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports

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.