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

Allspring Global Investments Holdings LLC lessened its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 12.1% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,112,695 shares of the semiconductor company’s stock after selling 152,529 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 0.6% of Allspring Global Investments Holdings LLC’s portfolio, making the stock its 22nd biggest 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 institutional investors and hedge funds have also recently modified their holdings of the company. Twin City Private Wealth LLC increased its stake in Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after acquiring an additional 25 shares during the last quarter. Financial Life Planners grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.4% during the 1st quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock worth $266,000 after purchasing an additional 26 shares during the period. Corus Family Wealth Advisors increased its position in shares of Taiwan Semiconductor Manufacturing by 1.1% during the 1st quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock worth $811,000 after purchasing an additional 26 shares during the last quarter. Lodestar Private Asset Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 0.9% during the 1st quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $979,000 after purchasing an additional 27 shares during the last quarter. Finally, Mitchell Sinkler & Starr PA raised its holdings in Taiwan Semiconductor Manufacturing by 1.9% in the 4th quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after buying an additional 28 shares during the period. Institutional investors and hedge funds own 16.51% of the company’s stock.

Insider Activity

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on 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 completion of the transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien bought 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The stock was acquired at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following 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. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have bought 6,857 shares of company stock worth $512,334. 1.11% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have commented on TSM shares. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating 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 research note on Sunday, March 22nd. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a research report on Thursday. Needham & Company LLC increased their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Barclays lifted their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $452.50.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $408.36 on Friday. The stock’s 50-day moving average is $427.06 and its two-hundred day moving average is $377.80. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The company has a market cap of $2.12 trillion, a price-to-earnings ratio of 33.97, a price-to-earnings-growth ratio of 1.04 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data 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. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $35.49 billion during the quarter, compared to analysts’ expectations of $35.47 billion. During the same quarter last year, the business posted $2.12 EPS. The business’s quarterly revenue was up 40.6% compared to the same quarter last year. Analysts forecast 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 disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is 24.71%.

Key Stories Impacting 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.