Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 38.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,664 shares of the semiconductor company’s stock after selling 10,616 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $5,467,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Van ECK Associates Corp boosted its stake in shares of Taiwan Semiconductor Manufacturing by 11.1% in the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock worth $5,307,428,000 after buying an additional 1,750,824 shares during the last quarter. Life Cycle Investment Partners Ltd purchased a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $495,163,000. T. Rowe Price Investment Management Inc. raised its position in Taiwan Semiconductor Manufacturing by 168.6% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock valued at $636,077,000 after acquiring an additional 1,313,917 shares in the last quarter. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $360,443,000. Finally, Capital Research Global Investors boosted its position in Taiwan Semiconductor Manufacturing by 66.3% in the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, June 29th. The stock was acquired at an average price of $76.64 per share, with a total value of $76,640.00. Following the completion of the acquisition, the vice president directly owned 12,051 shares of the company’s stock, valued at $923,588.64. The trade was 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 bought 1,000 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This represents a 25.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders have bought 5,496 shares of company stock worth $404,567. Insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $432.05 on Wednesday. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The stock has a market capitalization of $2.24 trillion, a PE ratio of 35.94, a P/E/G ratio of 1.14 and a beta of 1.36. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two week high of $479.00. The company has a fifty day moving average of $423.77 and a two-hundred day moving average of $371.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share (EPS) for the quarter, beating 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 net margin of 46.97% and a return on equity of 36.81%. The company’s revenue for the quarter was up 40.6% compared to the same quarter last year. During the same quarter last year, the business earned $2.12 earnings per share. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.12%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC remains a key beneficiary of the AI buildout, with articles highlighting full utilization at its 3nm capacity, pricing power from advanced-node shortages, and continued demand from hyperscalers like Amazon, Google, and Meta. Silicon Starvation: Amazon Feasts on Legacy GPUs
• Positive Sentiment: Wall Street optimism remained intact in some coverage, including analyst upgrades and higher price targets that argued TSMC’s growth and margin profile are still strong despite recent volatility. Silicon Starvation: Amazon Feasts on Legacy GPUs
• Positive Sentiment: AI-related semiconductor spending continues to be a major tailwind, with several pieces describing record chip demand and suggesting TSMC is well positioned to capture that growth as a critical foundry in the supply chain. AI Powering Semiconductor Sales: 4 Stocks to Boost Your Portfolio
• Neutral Sentiment: One article noted TSMC received a credit upgrade, but questioned whether much of the upside is already reflected in the stock after its strong rally. Taiwan Semiconductor Manufacturing (TSM) Wins A Credit Upgrade, Is The Rally Already Priced In?
• Neutral Sentiment: Other coverage framed the recent weakness as liquidity-driven rather than fundamental, saying a margin cascade in South Korea and broader chip-sector deleveraging hit TSMC alongside other AI names. The AI Chip Sell-Off Looks Scary, But the Real Story May Be Liquidity
• Negative Sentiment: Near-term sentiment was hurt by a broader semiconductor sell-off, with TSMC falling more sharply than the market as investors rotated out of chip stocks. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know
• Negative Sentiment: Goldman Sachs reportedly turned cautious on TSMC, adding pressure to the stock amid valuation concerns after its strong run. Goldman Sachs turns its back on major semiconductor stock Taiwan Semiconductor Manufacturing

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on TSM shares. Susquehanna raised their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research note on Monday, June 22nd. DA Davidson reissued a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $449.38.

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.