Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Buffalo Business & Estate Services Ltd.

Buffalo Business & Estate Services Ltd. cut its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 23,218 shares of the semiconductor company’s stock after selling 3,516 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for 1.1% of Buffalo Business & Estate Services Ltd.’s portfolio, making the stock its 17th largest position. Buffalo Business & Estate Services Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $7,847,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in TSM. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $27,000. Stephens Consulting LLC grew its stake 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 valued at $28,000 after acquiring an additional 41 shares in the last quarter. Strategic Advocates LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 36 shares during the last quarter. Finally, Ares Financial Consulting LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $29,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts recently commented on TSM shares. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Barclays increased their target price 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. Finally, DA Davidson reissued a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing currently has an average rating of “Buy” and an average price target of $429.29.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Several prominent investors are reportedly converging on TSM, with billionaire portfolio managers increasing exposure to the chipmaker, reinforcing confidence in its long-term AI and foundry leadership. Article Title
• Positive Sentiment: TSMC is being highlighted as a key beneficiary of AI-related semiconductor demand, helping support sentiment even as investors worry some AI-heavy dividend ETFs may be overly concentrated in chip stocks. Article Title
• Neutral Sentiment: Recent commentary continues to frame TSM as the dominant advanced chip manufacturer, with analysts noting its central role in producing more than 90% of the world’s most advanced chips, but also acknowledging competitive noise from Intel’s foundry push. Article Title
• Negative Sentiment: Intel’s renewed foundry and advanced packaging ambitions could eventually pressure TSM by offering customers more domestic alternatives, especially if Intel’s execution improves and capacity expands. Article Title

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 2,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Lipen Yuan acquired 1,000 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were acquired at an average cost of $75.26 per share, with a total value of $75,260.00. Following the transaction, the vice president owned 4,000 shares in the company, valued at approximately $301,040. The trade was a 33.33% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have acquired 3,496 shares of company stock valued at $248,737. Company insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $468.07 on Tuesday. 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 capitalization of $2.43 trillion, a price-to-earnings ratio of 38.94, a price-to-earnings-growth ratio of 1.35 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $206.20 and a twelve month high of $476.79. The business has a 50 day simple moving average of $409.02 and a 200-day simple moving average of $359.90.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share 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. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is a positive change 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 dividend payout ratio is currently 25.12%.

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.