Taiwan Semiconductor Manufacturing Company Ltd. $TSM Position Raised by iA Global Asset Management Inc.

iA Global Asset Management Inc. boosted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.1% in the first quarter, HoldingsChannel.com reports. The firm owned 236,760 shares of the semiconductor company’s stock after purchasing an additional 9,259 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 1.1% of iA Global Asset Management Inc.’s investment portfolio, making the stock its 20th biggest holding. iA Global Asset Management Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $80,013,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Shannon River Fund Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $2,430,000. Capital Research Global Investors grew its stake in shares of Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after purchasing an additional 1,281,648 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $961,000. Meridian Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after purchasing an additional 14,406 shares during the last quarter. Finally, Boyer Financial Services Inc. acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $648,000. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC is reportedly accelerating development of panel-level CoPoS advanced packaging for AI chips, a next-generation technology that could strengthen its long-term competitive moat and support future AI-related revenue growth. TSMC targets 2029 for panel-level CoPoS packaging in AI chip push – DigiTimes
• Positive Sentiment: Several market recaps say TSMC remains a preferred way to play the AI semiconductor boom, with analysts citing manufacturing expansion, steady estimate revisions, and broad AI infrastructure spending as reasons the stock could have more upside. TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
• Positive Sentiment: TSMC was highlighted in another AI-capex stock-pick article as a key beneficiary of rising demand for chips, reinforcing the view that the company is one of the main winners from the current AI spending cycle. 4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
• Positive Sentiment: TSMC also received a consensus “Buy” rating from analysts, which supports the stock’s upward move by signaling continued Street confidence in the company’s earnings power and AI exposure. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Receives Consensus Rating of “Buy” from Analysts
• Neutral Sentiment: One report noted that a TSMC vice president bought 1,000 shares in an insider purchase, a modest confidence signal but not a major near-term catalyst. Insider transaction filing
• Negative Sentiment: One market update said the stock was down slightly in premarket trading as investors paused after its strong run toward record highs, suggesting some near-term profit taking after a sharp rally. What’s Going On With Taiwan Semiconductor Stock Tuesday?

Taiwan Semiconductor Manufacturing Stock Up 5.0%

TSM stock opened at $477.85 on Wednesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The firm has a market capitalization of $2.48 trillion, a P/E ratio of 39.75, a P/E/G ratio of 1.15 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $221.18 and a 52-week high of $479.00. The company’s 50 day simple moving average is $417.94 and its 200-day simple moving average is $366.08.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 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 during the quarter. As a group, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a $1.1136 dividend. This represents a $4.45 annualized dividend and a dividend yield of 0.9%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is 25.12%.

Analysts Set New Price Targets

Several research analysts have issued reports on TSM shares. Barclays lifted their price target 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. Susquehanna increased their price objective on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research report on Monday, June 22nd. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Zacks Research cut Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $449.38.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing 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 transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were acquired at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the transaction, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This trade represents a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 5,496 shares of company stock valued at $404,567 over the last quarter. Company insiders own 1.11% of the company’s stock.

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.