3,385 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by SmartHarvest Portfolios LLC

Key Points

• SmartHarvest Portfolios LLC disclosed a new fourth-quarter position in Taiwan Semiconductor Manufacturing, buying 3,385 shares valued at about $1.03 million.
• Other institutions also added to TSMC, including a major increase by Capital Research Global Investors, while hedge funds and institutions now own 16.51% of the company.
• TSMC raised its quarterly dividend to $1.1136 per share from $0.95, and analysts remain generally bullish with a consensus Buy rating and an average price target of $404.29.

SmartHarvest Portfolios LLC purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 3,385 shares of the semiconductor company's stock, valued at approximately $1,029,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Shannon River Fund Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at approximately $2,430,000. Capital Research Global Investors lifted its position in shares of 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 buying an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at approximately $961,000. Meridian Wealth Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 27.9% during the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company's stock valued at $20,049,000 after buying an additional 14,406 shares in the last quarter. Finally, Boyer Financial Services Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at approximately $648,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were acquired at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares in the company, valued at approximately $772,575.41. The trade was 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 at this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This represents a 7.42% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have bought 3,496 shares of company stock worth $229,407. Insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Up 2.7%

Shares of TSM stock opened at $419.67 on Friday. The stock's fifty day moving average is $395.41 and its two-hundred day moving average is $352.20. 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 firm has a market capitalization of $2.18 trillion, a P/E ratio of 34.91, a PEG ratio of 1.19 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $206.20 and a fifty-two week high of $450.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. 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 declared 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. 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 payout ratio is presently 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s May revenue surged about 30% year over year, reinforcing that AI-related demand remains strong and that the company is tracking toward its quarterly sales goals.
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 earnings forecasts for Taiwan Semiconductor Manufacturing, adding to bullish analyst sentiment on the stock.
• Positive Sentiment: TSMC remains a key beneficiary of the AI semiconductor buildout, with commentary emphasizing its dominant role in advanced chip manufacturing and packaging.
• Neutral Sentiment: Google is reportedly exploring Samsung as a second manufacturing partner for next-gen AI chips, which underscores strong industry demand but also points to capacity constraints at TSMC.
• Negative Sentiment: Taiwan is weighing stricter export controls on advanced AI chips to China, a move that could reduce TSMC’s exposure to that market.
• Negative Sentiment: U.S. lawmakers are also pushing for tighter semiconductor trade rules involving Chinese firms, adding another regulatory risk for Taiwan Semiconductor Manufacturing.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research report on Thursday, April 16th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, March 22nd. DA Davidson restated a "buy" rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Finally, Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Two 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. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and an average target price of $404.29.

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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