B&D White Capital Company LLC Takes $2.12 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

B&D White Capital Company LLC bought a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the first quarter, HoldingsChannel.com reports. The institutional investor bought 6,266 shares of the semiconductor company’s stock, valued at approximately $2,118,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of TSM. 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. bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth about $961,000. Meridian Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after acquiring an additional 14,406 shares during the last quarter. Y Intercept Hong Kong Ltd increased its holdings in shares of Taiwan Semiconductor Manufacturing by 273.2% in the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock worth $27,438,000 after acquiring an additional 59,435 shares during the period. Finally, Stiles Financial Services Inc lifted its position in Taiwan Semiconductor Manufacturing by 79.1% in the 4th quarter. Stiles Financial Services Inc now owns 4,355 shares of the semiconductor company’s stock valued at $1,323,000 after purchasing an additional 1,923 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $422.09 on Thursday. 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 business’s 50-day moving average price is $427.76 and its 200 day moving average price is $380.89. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00. The firm has a market cap of $2.19 trillion, a P/E ratio of 30.45, a PEG ratio of 0.99 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The company had revenue of $39.89 billion during the quarter. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.21 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 21.43%.

Insider Buying and Selling

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred 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 sale, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, with a total value of $79,190.00. Following the purchase, the vice president directly owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have purchased 6,857 shares of company stock valued at $512,334. 1.11% of the stock is owned by corporate insiders.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is benefiting from surging AI chip demand, with articles pointing to strong revenue growth, expanding profitability, and the view that the company remains a key winner in the AI infrastructure build-out. Article Title
• Positive Sentiment: The company’s reported plan to raise chip manufacturing prices by up to 10% in 2027 is being read as a sign of strong pricing power that could support margins and earnings. Article Title
• Positive Sentiment: TSMC’s enlarged U.S. investment has been interpreted by bullish commentators as confirmation that AI semiconductor demand remains strong and durable for years. Article Title
• Neutral Sentiment: Analyst and market commentary continues to frame TSMC as a long-term AI infrastructure leader, with some saying the stock still looks reasonably valued despite its strong run. Article Title
• Neutral Sentiment: Several pieces note that TSMC’s strong quarter was already expected by many investors, which may be limiting additional upside in the near term. Article Title
• Negative Sentiment: Investors are worried that TSMC’s aggressive spending on U.S. manufacturing and other AI-related capacity could pressure margins for years. Article Title
• Negative Sentiment: Some coverage also suggests TSMC cannot make chips fast enough to fully satisfy demand, raising concerns that rivals may capture some share while the company works through capacity constraints. Article Title

Analyst Ratings Changes

Several research analysts have commented on the stock. Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, July 13th. TD Cowen increased their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research note on Friday, July 17th. Bank of America lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. DA Davidson boosted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Finally, Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. Three equities research 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 $490.00.

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.