Vantage Investment Partners LLC Purchases 74,198 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Vantage Investment Partners LLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 138.5% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 127,778 shares of the semiconductor company’s stock after buying an additional 74,198 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 3.0% of Vantage Investment Partners LLC’s holdings, making the stock its 12th biggest position. Vantage Investment Partners LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $43,183,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Fisher Asset Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 1.8% in the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company’s stock worth $5,514,662,000 after acquiring an additional 313,773 shares during the period. Van ECK Associates Corp raised its stake in Taiwan Semiconductor Manufacturing by 11.1% during the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after purchasing an additional 1,750,824 shares during the period. Bank of America Corp DE lifted its holdings in Taiwan Semiconductor Manufacturing by 6.5% in the 4th quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company’s stock worth $4,832,708,000 after purchasing an additional 966,926 shares in the last quarter. Jennison Associates LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after purchasing an additional 802,757 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its stake in Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company’s stock worth $2,984,783,000 after purchasing an additional 229,237 shares during the period. 16.51% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have issued reports on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, July 6th. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Susquehanna lifted their price target on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a report on Monday, June 22nd. Finally, Bank of America boosted their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $449.38.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Multiple company insiders, including CEO Che-Chia Wei and several senior executives, bought TSM shares this week. Investors often view broad insider buying as a signal of management confidence in the company’s outlook and valuation. CEO insider purchase filing
• Positive Sentiment: TSMC remains a dominant foundry, with about 73% global market share and deep exposure to AI leaders such as Nvidia, AMD, and Broadcom, reinforcing the view that it remains a core beneficiary of AI infrastructure spending. Article on TSMC market share and competitors
• Positive Sentiment: Commentary around TSMC’s photonics roadmap and its central role in the AI buildout is keeping investors focused on long-term growth catalysts, especially if the company can ease future chip bottlenecks. TSMC photonic ramp article
• Neutral Sentiment: TSMC is drawing heavy attention ahead of next week’s earnings report, with several bullish articles suggesting results could be a catalyst, but investors are still waiting for actual guidance and margins to confirm the next move. Prediction: TSMC Stock Is Going to Soar After July 16
• Negative Sentiment: Reports that Japan’s Rapidus wants to mass-produce 2 nm chips in 2027 are raising competitive concerns, because any credible new rival could pressure TSMC’s long-term pricing power and technology lead. A Potential New Rival Wants to Undercut TSMC

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien acquired 2,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were acquired at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the transaction, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. The trade was a 22.10% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction dated 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 sale, the vice president owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have bought 6,857 shares of company stock worth $512,334 over the last quarter. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 0.5%

TSM stock traded down $2.32 during midday trading on Friday, reaching $434.64. 9,565,399 shares of the company traded hands, compared to its average volume of 13,176,973. The firm has a market capitalization of $2.25 trillion, a price-to-earnings ratio of 36.16, a P/E/G ratio of 1.09 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. The business has a 50 day moving average of $426.14 and a 200-day moving average of $373.89. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, topping analysts’ consensus estimates of $3.31 by $0.18. The firm had revenue of $35.49 billion during the quarter, compared to analysts’ expectations of $35.47 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company’s quarterly revenue was up 40.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.12 EPS. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. The ex-dividend date of this dividend 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 1.0%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 29.20%.

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.