C WorldWide Group Holding A S Trims Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

C WorldWide Group Holding A S cut its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 10.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 681,368 shares of the semiconductor company’s stock after selling 76,893 shares during the period. Taiwan Semiconductor Manufacturing makes up about 4.9% of C WorldWide Group Holding A S’s portfolio, making the stock its 8th largest holding. C WorldWide Group Holding A S’s holdings in Taiwan Semiconductor Manufacturing were worth $230,268,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Capital Research Global Investors boosted its position in Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock valued at $976,821,000 after purchasing an additional 1,281,648 shares during the period. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter worth $961,000. Meridian Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after buying an additional 14,406 shares during the last quarter. Y Intercept Hong Kong Ltd lifted its stake in Taiwan Semiconductor Manufacturing by 273.2% in the first quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after buying an additional 59,435 shares during the last quarter. Finally, Boyer Financial Services Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $648,000. Institutional investors own 16.51% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. DA Davidson restated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Susquehanna lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research report on Thursday. Needham & Company LLC boosted their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Finally, Barclays raised their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $452.50.

Taiwan Semiconductor Manufacturing Trading Down 2.7%

NYSE:TSM opened at $408.36 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $223.70 and a 1 year high of $479.00. The stock 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. The business has a fifty day moving average of $427.06 and a 200-day moving average of $377.80. 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 issued its quarterly earnings data on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.31 by $0.18. The business had revenue of $35.49 billion for the quarter, compared to analysts’ expectations of $35.47 billion. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company’s revenue was up 40.6% on a year-over-year basis. During the same period in the previous year, the business earned $2.12 earnings per share. Equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced 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 represents a $4.45 dividend on an annualized basis and a yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 2,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The shares were bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the transaction, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this link. Also, VP Lipen Yuan purchased 1,000 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were bought at an average price 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 in the company, valued at $395,950. This represents a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have purchased 6,857 shares of company stock valued at $512,334. Company insiders own 1.11% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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 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.