Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stake Lowered by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc cut its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 7.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 534,903 shares of the semiconductor company’s stock after selling 41,169 shares during the quarter. Taiwan Semiconductor Manufacturing comprises about 2.4% of AEGON ASSET MANAGEMENT UK Plc’s investment portfolio, making the stock its 9th largest position. AEGON ASSET MANAGEMENT UK Plc’s holdings in Taiwan Semiconductor Manufacturing were worth $179,525,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in TSM. Mitchell Sinkler & Starr PA boosted its holdings in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after buying an additional 28 shares in the last quarter. Wayfinding Financial LLC grew its position in Taiwan Semiconductor Manufacturing by 2.5% during the fourth quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock worth $350,000 after buying an additional 28 shares during the period. Thompson Siegel & Walmsley LLC increased its holdings in Taiwan Semiconductor Manufacturing by 3.6% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock valued at $264,000 after buying an additional 30 shares in the last quarter. Oak Harvest Investment Services increased its holdings in Taiwan Semiconductor Manufacturing by 2.9% in the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock valued at $336,000 after buying an additional 31 shares in the last quarter. Finally, Solstein Capital LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 4.8% during the 4th quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock valued at $211,000 after acquiring an additional 32 shares during the period. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction 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 completion of the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was bought at an average cost of $75.26 per share, with a total value of $75,260.00. Following the completion of the acquisition, the vice president owned 4,000 shares of the company’s stock, valued at approximately $301,040. The trade was a 33.33% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders have purchased 3,496 shares of company stock valued at $248,737. 1.11% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on TSM. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $404.29.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Multiple recent articles argue TSMC remains attractively valued despite its strong run, with bullish takes calling it a buy on AI demand, earnings growth, and momentum. Taiwan Semiconductor: Not Expensive When You Run The Numbers On AI Demand
• Positive Sentiment: Analysts and commentators say TSMC is still benefiting from surging AI chip demand and tight advanced-node capacity, supporting the case for continued growth. Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase
• Neutral Sentiment: Investors are also watching the impact of U.S.-China trade tensions and possible tariff escalation, which could add volatility for global chipmakers. They Forgot to Protect Our Industries With TARIFFS! — Does a Trump Trade War 2.0 Loom?
• Neutral Sentiment: Fresh headlines about U.S. scrutiny of ASML and Taiwan’s potential chip export curbs to China keep geopolitical risk in focus for the semiconductor sector. ASML Draws Fresh China Scrutiny
• Neutral Sentiment: Intel’s new Apple partnership may stir competition in U.S. chip manufacturing, but it also underscores how dominant TSMC remains in advanced foundry production. Trump says Apple to partner with Intel on US chip design, production

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM opened at $462.80 on Friday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. The company has a market capitalization of $2.40 trillion, a P/E ratio of 38.50, a price-to-earnings-growth ratio of 1.35 and a beta of 1.38. The firm has a 50-day moving average price of $406.96 and a two-hundred day moving average price of $358.16. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $206.20 and a twelve month high of $465.22.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

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

Taiwan Semiconductor Manufacturing Company 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.