Banque Transatlantique SA Acquires 188,932 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Banque Transatlantique SA increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 293.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 253,294 shares of the semiconductor company’s stock after acquiring an additional 188,932 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 1.9% of Banque Transatlantique SA’s holdings, making the stock its 12th largest position. Banque Transatlantique SA’s holdings in Taiwan Semiconductor Manufacturing were worth $77,494,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at $27,000. Stephens Consulting LLC increased its holdings in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 41 shares during the period. Strategic Advocates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares during the period. Finally, Ares Financial Consulting LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth $29,000. 16.51% of the stock is owned by institutional investors.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC signed a 10-year advanced packaging deal with Amkor in Arizona, which expands its U.S. manufacturing footprint and supports long-term demand for advanced chip packaging. TSMC and Amkor Sign 10-Year Advanced Packaging Deal in Arizona
• Positive Sentiment: Several recent articles highlight TSMC as a top momentum and AI beneficiary stock, reinforcing the market view that it remains a core pick for growth investors. Here’s Why TSMC (TSM) is a Great Momentum Stock to Buy
• Positive Sentiment: An insider purchase by TSMC Vice President Lipen Yuan added to confidence in the company’s outlook, since insider buying is often seen as a sign management believes the stock can go higher. Taiwan Semiconductor Manufacturing (NYSE:TSM) VP Lipen Yuan Buys 1,000 Shares
• Positive Sentiment: Reports that TSMC is benefiting from tight global foundry capacity and strong AI chip demand continue to support the bull case for the stock. Samsung draws advanced chipmaking interest as TSMC capacity tightens
• Neutral Sentiment: Market commentary has also focused on TSMC’s valuation and momentum after a large run-up, which may keep the stock volatile even as the long-term growth story remains intact. TSM at $426: Bubble Territory or a Buy for the Next AI Supercycle?
• Negative Sentiment: One headline flagged potential export controls on AI chip sales to China, which could limit future revenue opportunities and weigh on sentiment. Taiwan Semiconductor Manufacturing Company Limited (TSM) In Spotlight Amid Taiwan Chip Curbs on China
• Negative Sentiment: There is also concern that major customers may diversify away from TSMC toward Samsung or Intel for some future production, which could create longer-term competition pressure. Apple Chip Production Deal Represents Big Opportunity For Intel, Wedbush Says

Analyst Ratings Changes

Several research analysts have commented on the company. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Barclays increased their price target 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. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Needham & Company LLC upped 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. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $462.80 on Friday. The company has a market cap of $2.40 trillion, a price-to-earnings ratio of 38.50, a price-to-earnings-growth ratio of 1.26 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $206.20 and a 52 week high of $465.22. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. The firm has a 50 day moving average of $405.01 and a 200-day moving average of $357.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company had revenue of $30.65 billion during the quarter. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This represents a $4.45 annualized dividend and a yield of 1.0%. This is an increase 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 presently 25.12%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were purchased at an average price of $75.26 per share, for a total transaction of $75,260.00. Following the completion of the acquisition, the vice president owned 4,000 shares of the company’s stock, valued at approximately $301,040. This trade represents a 33.33% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were 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 $174,237,371.95. This represents a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders purchased 4,496 shares of company stock valued at $304,667. Corporate insiders own 1.11% of the company’s stock.

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.