19,605 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by VMS Asset Management Limited

Key Points

• VMS Asset Management Limited opened a new position in Taiwan Semiconductor Manufacturing, buying 19,605 shares valued at about $5.96 million. The stake now makes up roughly 2.3% of the firm’s portfolio and is its 15th-largest holding.
• Broad institutional interest in TSMC remains solid, with several hedge funds recently increasing their holdings. Overall, institutional investors own 16.51% of the company’s stock.
• The article highlights continued positive sentiment around TSMC’s role in the AI chip supply chain, alongside supportive broker ratings and a recently increased quarterly dividend of $1.1136 per share.

VMS Asset Management Limited acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 19,605 shares of the semiconductor company's stock, valued at approximately $5,958,000. Taiwan Semiconductor Manufacturing accounts for approximately 2.3% of VMS Asset Management Limited's portfolio, making the stock its 15th biggest position.

A number of other hedge funds also recently modified their holdings of the company. Thompson Siegel & Walmsley LLC raised its stake in shares of 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 purchasing an additional 30 shares in the last quarter. Oak Harvest Investment Services raised its stake in shares of 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 purchasing an additional 31 shares in the last quarter. Falcon Wealth Planning raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.4% in the fourth quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company's stock valued at $237,000 after purchasing an additional 33 shares in the last quarter. Drive Wealth Management LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 0.7% in the fourth quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company's stock valued at $1,522,000 after purchasing an additional 33 shares in the last quarter. Finally, Sovereign Financial Group Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% in the fourth quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company's stock valued at $241,000 after purchasing an additional 34 shares in the last quarter. Institutional investors own 16.51% of the company's stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broker coverage remains constructive, with Taiwan Semiconductor Manufacturing Company Ltd. NYSE: TSM receiving an average “Buy” rating, reinforcing investor confidence in its earnings and growth outlook. Taiwan Semiconductor Manufacturing Company Ltd. NYSE: TSM Given Average Rating of "Buy" by Brokerages
• Positive Sentiment: Several reports say TSMC remains at the center of AI chip supply, with demand for advanced semiconductors still strong and investors viewing the company as a key pick in the AI boom. TSMC boss upbeat on outlook as AI boom shows no sign of easing
• Positive Sentiment: Market commentary continues to position TSM as a strategic long-term winner, with articles emphasizing its dominance in the AI compute supply chain and its importance to companies like Nvidia and Apple. Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
• Neutral Sentiment: TSMC shareholders approved 2025 results and charter changes at the annual meeting, a governance update that does not appear to be a major direct catalyst for the stock. TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting
• Negative Sentiment: Some investors may be reacting to comments from CEO C.C. Wei that AI chip shortages could persist for years and that TSMC is still working to expand U.S. production, which underscores supply constraints and cost pressure. TSMC boss bets big on AI growth, says he'd 'like' to hike chip prices

Taiwan Semiconductor Manufacturing Stock Performance

Taiwan Semiconductor Manufacturing stock opened at $444.56 on Friday. 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 stock has a fifty day moving average price of $386.53 and a two-hundred day moving average price of $347.24. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $202.28 and a 52-week high of $450.16. The firm has a market capitalization of $2.31 trillion, a P/E ratio of 36.99, a P/E/G ratio of 1.27 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data 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 firm had revenue of $30.65 billion during the quarter. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS 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. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 25.04%.

Analyst Upgrades and Downgrades

TSM has been the subject of a number of recent research reports. Wall Street Zen upgraded 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 research note on Friday, March 20th. DA Davidson restated a "buy" rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Finally, Wedbush restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Two equities 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 stock. According to MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $404.29.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the 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 directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This represents a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Bor-Zen Tien acquired 2,000 shares of the company's stock in a transaction on Tuesday, May 19th. The shares were bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares of the company's stock, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 3,346 shares of company stock valued at $218,005 over the last quarter. Corporate insiders own 1.11% of the company's stock.

About Taiwan Semiconductor Manufacturing

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.

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