Capital Wealth Planning LLC Buys 23,220 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Capital Wealth Planning LLC increased its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 37.6% during the fourth quarter, HoldingsChannel reports. The fund owned 84,919 shares of the semiconductor company’s stock after acquiring an additional 23,220 shares during the quarter. Capital Wealth Planning LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $27,141,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of TSM. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth $27,000. Stephens Consulting LLC increased its position in 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 acquiring an additional 41 shares during the period. Strategic Advocates LLC increased its position in 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 period. Ares Financial Consulting LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth $29,000. Finally, Basepoint Wealth LLC acquired a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth $31,000. Institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the purchase, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, 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 sale, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders bought a total of 3,496 shares of company stock worth $229,407 in the last 90 days. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Stock Down 4.5%

TSM opened at $408.51 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $206.20 and a fifty-two week high of $450.16. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The firm’s fifty day moving average price is $393.77 and its two-hundred day moving average price is $351.18. The company has a market capitalization of $2.12 trillion, a P/E ratio of 33.99, a P/E/G ratio of 1.25 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company had revenue of $30.65 billion for the quarter. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.04%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC reported May revenue of NT$416.98 billion, up about 30% year over year, reinforcing that demand tied to AI and high-performance computing remains strong. Management also indicated sales are tracking toward the company’s second-quarter target. Article Title
• Positive Sentiment: Commentary this week continued to highlight TSMC as a key AI beneficiary, with articles pointing to strong demand for advanced chipmaking and packaging as its 2nm roadmap progresses. Article Title
• Positive Sentiment: CEO Che-Chia Wei disclosed a small open-market purchase of TSM shares, a modest signal of management confidence. Article Title
• Neutral Sentiment: Some market coverage noted that TSMC’s strong revenue growth was not enough to fully offset broader semiconductor weakness and a sector-wide risk-off mood. Article Title
• Neutral Sentiment: Investors are also debating TSMC’s valuation versus its AI-driven growth, suggesting the stock may need continued execution to justify further upside. Article Title
• Negative Sentiment: Taiwan is considering tighter export controls on advanced AI chips to China, which could limit some of TSMC’s future sales opportunities and raise regulatory uncertainty. Article Title
• Negative Sentiment: U.S. lawmakers are pushing for stricter 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 have weighed in on the stock. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. DA Davidson reiterated a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Finally, Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Two 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 company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $404.29.

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.