Amova Asset Management Americas Inc. Has $108.67 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Amova Asset Management Americas Inc. cut its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 5.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 357,628 shares of the semiconductor company’s stock after selling 20,447 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 1.3% of Amova Asset Management Americas Inc.’s investment portfolio, making the stock its 22nd largest holding. Amova Asset Management Americas Inc.’s holdings in Taiwan Semiconductor Manufacturing were worth $108,672,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in TSM. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $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 worth $28,000 after purchasing an additional 41 shares during the period. Strategic Advocates LLC grew its stake 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 purchasing an additional 36 shares during the period. Ares Financial Consulting LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $29,000. Finally, Basepoint Wealth LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $31,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC is being highlighted as a major AI beneficiary, with articles pointing to strong demand for its advanced chipmaking and packaging capabilities as the company’s 2nm roadmap advances. Article Title
• Positive Sentiment: TSMC was noted as one of the world’s most valuable companies, reinforcing investor confidence in its dominant role in the semiconductor supply chain and its leadership in AI-related manufacturing. Article Title
• Positive Sentiment: CEO Che-Chia Wei disclosed a recent open-market purchase, which can be viewed as a modest vote of confidence from management. Article Title
• Neutral Sentiment: Analysts and commentators are debating whether TSMC’s strong AI momentum is fully reflected in the stock’s valuation, suggesting upside may depend on continued earnings growth. Article Title
• Neutral Sentiment: Broader semiconductor sentiment remains mixed, with some reports warning that the sector may be entering a corrective phase after a strong run. Article Title
• Negative Sentiment: TSMC is facing fresh regulatory risk as Taiwan considers tighter restrictions on advanced AI chip exports to China, which could limit some future sales opportunities. Article Title
• Negative Sentiment: U.S. lawmakers are also urging tighter rules on contract chipmakers serving Chinese firms’ overseas units, adding another export-control headwind for TSMC. Article Title

Analysts Set New Price Targets

A number of equities research analysts recently commented on TSM shares. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Two investment 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. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $428.11 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $206.20 and a 52-week high of $450.16. The firm has a market capitalization of $2.22 trillion, a PE ratio of 35.62, a PEG ratio of 1.24 and a beta of 1.38. 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 business’s 50-day simple moving average is $391.93 and its 200 day simple moving average is $350.26.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $30.65 billion for the quarter. As a group, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. 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. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was 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 of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of the stock in a transaction on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the transaction, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. The trade was a 22.10% 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 acquired 3,496 shares of company stock worth $229,407. Company 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.