Axiom Investors LLC DE Lowers Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Axiom Investors LLC DE cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 979,413 shares of the semiconductor company's stock after selling 28,936 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 2.6% of Axiom Investors LLC DE's investment portfolio, making the stock its 11th largest position. Axiom Investors LLC DE's holdings in Taiwan Semiconductor Manufacturing were worth $297,634,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Shannon River Fund Management LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the third quarter worth approximately $2,430,000. Capital Research Global Investors grew its stake in Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company's stock worth $976,821,000 after buying an additional 1,281,648 shares during the period. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $961,000. Meridian Wealth Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company's stock worth $20,049,000 after buying an additional 14,406 shares during the period. Finally, Boyer Financial Services Inc. purchased a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $648,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. 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. 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. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, March 20th. DA Davidson reiterated a "buy" rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Needham & Company LLC boosted their price objective 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 equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average target price of $404.29.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is being highlighted as a major AI beneficiary, with articles pointing to strong demand for its advanced chipmaking and packaging capabilities as the company’s 2nm roadmap advances. Article Title
• Positive Sentiment: TSMC was noted as one of the world’s most valuable companies, reinforcing investor confidence in its dominant role in the semiconductor supply chain and its leadership in AI-related manufacturing. Article Title
• Positive Sentiment: CEO Che-Chia Wei disclosed a recent open-market purchase, which can be viewed as a modest vote of confidence from management. Article Title
• Neutral Sentiment: Analysts and commentators are debating whether TSMC’s strong AI momentum is fully reflected in the stock’s valuation, suggesting upside may depend on continued earnings growth. Article Title
• Neutral Sentiment: Broader semiconductor sentiment remains mixed, with some reports warning that the sector may be entering a corrective phase after a strong run. Article Title
• Negative Sentiment: TSMC is facing fresh regulatory risk as Taiwan considers tighter restrictions on advanced AI chip exports to China, which could limit some future sales opportunities. Article Title
• Negative Sentiment: U.S. lawmakers are also urging tighter rules on contract chipmakers serving Chinese firms’ overseas units, adding another export-control headwind for TSMC. Article Title

Taiwan Semiconductor Manufacturing Trading Up 0.3%

NYSE TSM opened at $428.11 on Wednesday. The company's fifty day simple moving average is $391.93 and its 200-day simple moving average is $350.26. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $206.20 and a 52 week high of $450.16. 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 stock has a market cap of $2.22 trillion, a P/E ratio of 35.62, a PEG ratio of 1.24 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted 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 business had revenue of $30.65 billion for the quarter. Equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS for the current fiscal 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 given a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the company's stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the sale, the vice president directly owned 2,495,165 shares of the company's stock, 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 is accessible through this link. Also, VP Bor-Zen Tien purchased 2,000 shares of the business's stock in a transaction that occurred on Tuesday, May 19th. The stock was bought at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company's stock, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 3,496 shares of company stock worth $229,407 over the last ninety days. 1.11% of the stock is currently owned by corporate insiders.

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.

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