Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by CloudAlpha Capital Management Limited Hong Kong

CloudAlpha Capital Management Limited Hong Kong lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 81.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,850 shares of the semiconductor company’s stock after selling 30,711 shares during the quarter. CloudAlpha Capital Management Limited Hong Kong’s holdings in Taiwan Semiconductor Manufacturing were worth $2,082,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Stephens Consulting LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Ares Financial Consulting LLC purchased a new position in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $29,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter worth about $32,000. Maseco LLP acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $35,000. Finally, Cedar Wealth Management LLC increased its stake in Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after buying an additional 64 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the stock in a transaction on Tuesday, May 19th. The stock was 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 directly owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien acquired 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the transaction, the vice president directly owned 11,051 shares in the company, valued at approximately $772,575.41. The trade was a 22.10% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders have acquired 3,346 shares of company stock valued at $218,005. 1.11% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the company. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC’s large cash position and rising capital spending reinforce its ability to keep expanding AI and advanced-chip capacity, with management forecasting second-quarter revenue as high as $40.2 billion. Here’s How TSM Targets Growth With Strong Cash Position
• Positive Sentiment: Wall Street continues to show confidence in Taiwan Semiconductor, including higher earnings estimates and stock commentary that the company still looks attractive after its rally. Analyst coverage and related bullish commentary
• Positive Sentiment: Investor interest remains strong, with articles highlighting TSMC as a core beneficiary of the AI buildout and a favored name among large investors and trading-focused funds. Taiwan Semiconductor Manufacturing (TSM) Among the Best Stocks to Invest in According to Billionaires
• Neutral Sentiment: Some market commentary is focused on valuation and whether TSM has already run too far, suggesting the stock may consolidate even while the long-term story stays intact. Everyone Says TSMC (TSM) Has Run Too Far. I Think They Are Wrong
• Negative Sentiment: Fresh comments from the Trump-Xi talks revived concerns about Taiwan’s geopolitical risk, keeping a lid on sentiment even though some investors still see near-term invasion or blockade odds as low. Taiwan Semi’s Big Takeaway From the Trump-Xi Talks
• Negative Sentiment: Broader chip-sector pressure is also coming from fears that escalating Middle East conflict could raise supply-chain costs and disrupt semiconductor operations. Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

Taiwan Semiconductor Manufacturing Price Performance

Taiwan Semiconductor Manufacturing stock opened at $392.16 on Wednesday. The company has a current ratio of 2.49, a quick ratio of 2.32 and a debt-to-equity ratio of 0.16. The company has a 50-day moving average price of $367.30 and a 200 day moving average price of $336.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $190.03 and a 12-month high of $421.97. The stock has a market cap of $2.03 trillion, a P/E ratio of 32.63, a PEG ratio of 1.16 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors 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 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 24.71%.

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.