Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC cut its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,112,695 shares of the semiconductor company’s stock after selling 152,529 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 0.6% of Allspring Global Investments Holdings LLC’s portfolio, making the stock its 22nd largest position. Allspring Global Investments Holdings LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $379,974,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of TSM. Quattro Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $27,000. Stephens Consulting LLC grew its position 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 acquiring an additional 41 shares during the last quarter. Strategic Advocates LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 36 shares during the period. Finally, Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The shares were acquired at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the transaction, the vice president directly owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. This represents a 9.05% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction that occurred on Monday, June 22nd. The stock was acquired at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president owned 5,000 shares in the company, valued at $395,950. The trade was a 25.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired 6,857 shares of company stock worth $512,334 in the last three months. Corporate insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently commented on TSM. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. DA Davidson reaffirmed a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Susquehanna raised their price target on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday. Finally, Bank of America upped their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Moderate Buy” and an average target price of $452.50.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC posted record Q2 earnings, beat estimates, and raised its revenue outlook, reinforcing that AI chip demand remains robust. TSMC Q2 profit jumps 77% to record, far surpasses expectations
• Positive Sentiment: Several analysts and commentators said the results confirm TSMC remains a key beneficiary of the AI infrastructure buildout and a leader in advanced semiconductor manufacturing. AI DATA CENTER DEMAND: Why capacity is ‘tapped out’ now | FW Today
• Neutral Sentiment: TSMC announced an additional $100 billion investment in Arizona, lifting its total U.S. commitment to $265 billion, which supports long-term scale but also increases capital intensity. Sandisk, UnitedHealth, J.B. Hunt, TSMC, and More Stocks That Explain Today’s Market
• Negative Sentiment: Despite the strong quarter, TSM stock fell as traders worried the larger spending plan could compress free cash flow and margins, triggering a broader semiconductor selloff. Lattice Semiconductor, AMD, and Qualcomm Shares Are Falling, What You Need To Know
• Negative Sentiment: The stock also came under pressure because the market appears to have had exceptionally high expectations heading into earnings, and some investors appear to be taking profits after the run-up. TSMC posts record quarter — but expectations are now ‘exceptionally high,’ says fund manager

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $408.36 on Friday. The firm has a 50 day moving average of $427.06 and a 200-day moving average of $377.80. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The company has a market cap of $2.12 trillion, a price-to-earnings ratio of 33.97, a PEG ratio of 1.04 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, topping the consensus estimate of $3.31 by $0.18. The business had revenue of $35.49 billion for the quarter, compared to analyst estimates 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 company earned $2.12 EPS. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. 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. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.71%.

Taiwan Semiconductor Manufacturing 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.