Altrafin AG Has $228,000 Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Altrafin AG lowered its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 99.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 478 shares of the semiconductor company's stock after selling 47,136 shares during the period. Altrafin AG's holdings in Taiwan Semiconductor Manufacturing were worth $228,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the stock. Quattro Advisors LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $27,000. Strategic Advocates LLC boosted its stake in Taiwan Semiconductor Manufacturing by 62.1% during the 4th 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 last quarter. Ares Financial Consulting LLC bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $29,000. Finally, Basepoint Wealth LLC acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $31,000. Institutional investors own 16.51% of the company's stock.

Analyst Ratings Changes

A number of research firms have issued reports on TSM. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Needham & Company LLC lifted their price objective on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a "buy" rating in a report on Monday, July 27th. Weiss Ratings lowered Taiwan Semiconductor Manufacturing from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, August 12th. Wall Street Zen cut Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research note on Saturday, August 8th. Finally, TD Cowen lifted their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a "hold" rating in a research note on Friday, July 17th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Buy" and an average price target of $524.25.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin bought 2,000 shares of the firm's stock in a transaction on Sunday, July 19th. The shares were purchased at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the transaction, the vice president directly owned 28,269 shares in the company, valued at approximately $2,027,169.99. This trade represents a 7.61% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Lipen Yuan bought 1,000 shares of the stock in a transaction dated Monday, June 22nd. The shares were acquired at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the acquisition, the vice president directly owned 5,000 shares of the company's stock, valued at approximately $395,950. This trade represents a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have acquired 16,312 shares of company stock worth $1,207,238. Corporate insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Down 4.0%

Shares of TSM stock opened at $413.87 on Wednesday. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.25 and a current ratio of 2.46. The firm's 50-day moving average is $425.75 and its 200-day moving average is $391.94. The stock has a market cap of $2.15 trillion, a price-to-earnings ratio of 29.86, a PEG ratio of 0.98 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.37% and a net margin of 50.31%.The business had revenue of $39.89 billion during the quarter. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be given a $1.0854 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing's payout ratio is presently 21.43%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: U.S. manufacturing expansion is gaining momentum. Bank of America said TSMC’s Arizona operations are progressing and could become increasingly profitable as demand for advanced AI chips grows. This supports long-term revenue diversification and may reduce concerns about the company’s dependence on Taiwan. BofA Sends Bullish Message For Taiwan Semiconductor Stock Fans
• Positive Sentiment: Institutional investors are rotating toward TSMC. Filings show David Tepper’s Appaloosa Management reduced its Micron position while adding to TSMC for a sixth consecutive quarter. Other hedge funds also shifted capital away from Broadcom and toward TSMC, signaling continued confidence in the company’s AI infrastructure exposure. David Tepper Appaloosa TSMC Investment Broadcom Hedge Fund Caution
• Positive Sentiment: AI-related demand remains a key growth driver. Reports cite robust demand for 2-nanometer production and advanced chips, while Cerebras’ expanding AI-inference business relies on TSMC-manufactured 5-nanometer wafers. Arizona output is also expected to contribute more meaningfully to revenue and profit this year. TSMC Arizona Operations Profit Report
• Positive Sentiment: Insider buying and analyst optimism provide additional support. Open-market purchases by TSMC insiders, together with favorable guidance and AI-driven analyst upgrades, reinforce the bullish long-term view. Quantitative analysis also points to a potential recovery toward $450 in September, although that forecast is not guaranteed. TSMC Insider Buying TSMC September Price Case
• Neutral Sentiment: TSMC’s strong profitability and central role in AI hardware make it attractive to growth investors, but its elevated valuation and exposure to semiconductor-cycle volatility may be contributing to near-term caution.

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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