B. Metzler seel. Sohn & Co. AG Sells 31,693 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• B. Metzler seel. Sohn & Co. AG reduced its TSMC position by 6.4% in the second quarter, selling 31,693 shares and retaining 464,509 shares valued at approximately $221.8 million.
• Other institutional investors increased or initiated positions in TSMC, while hedge funds and other institutions collectively owned 16.51% of the company.
• Analyst sentiment remains broadly positive, with TSMC holding an average “Buy” rating and a $524.25 price target, although valuation and potential advanced-chip capacity constraints remain risks.

B. Metzler seel. Sohn & Co. AG trimmed its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 464,509 shares of the semiconductor company's stock after selling 31,693 shares during the period. Taiwan Semiconductor Manufacturing accounts for approximately 1.9% of B. Metzler seel. Sohn & Co. AG's portfolio, making the stock its 13th largest holding. B. Metzler seel. Sohn & Co. AG's holdings in Taiwan Semiconductor Manufacturing were worth $221,835,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of TSM. Coppell Advisory Solutions LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $1,585,000. Beacon Financial Advisory LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 3.9% in the second quarter. Beacon Financial Advisory LLC now owns 1,107 shares of the semiconductor company's stock valued at $529,000 after purchasing an additional 42 shares in the last quarter. Tsfg LLC boosted its stake in Taiwan Semiconductor Manufacturing by 53.0% in the 2nd quarter. Tsfg LLC now owns 560 shares of the semiconductor company's stock worth $267,000 after purchasing an additional 194 shares during the period. Symphony Financial Ltd. Co. increased its position in shares of Taiwan Semiconductor Manufacturing by 64.9% during the second quarter. Symphony Financial Ltd. Co. now owns 2,521 shares of the semiconductor company's stock valued at $1,175,000 after buying an additional 992 shares during the period. Finally, Murphy Middleton Hinkle & Parker Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $216,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Wall Street analysts maintain a bullish view of TSMC, supporting the investment case amid expectations for continued earnings and revenue growth. Is It Worth Investing in TSMC Based on Wall Street's Bullish Views?
• Positive Sentiment: Vice President Lipen Yuan purchased additional TSMC shares in two reported transactions, increasing his holdings by roughly 20% to 21%. Insider buying can signal management confidence in the company’s long-term outlook, although the transactions were relatively small compared with TSMC’s market value. TSMC Executive Makes Bold Insider Move Signaling Confidence in Chip Giant’s Future
• Positive Sentiment: TSMC is positioned as a major beneficiary of sustained AI infrastructure spending. Its leading-edge manufacturing demand, recent strong quarterly results and planned $100 billion U.S. investment reinforce expectations for long-term capacity expansion and growth. This Stock Is Riding an AI Wave That Shows No Signs of Slowing
• Positive Sentiment: Reports that Samsung is raising selected foundry prices could improve TSMC’s competitive position and support pricing power across the advanced-chip manufacturing market. How Intel and TSMC Could Benefit From Samsung Hiking Chipmaking Prices
• Neutral Sentiment: Analyst comparisons favor TSMC over GlobalFoundries and frame TSMC alongside ASML as a leading semiconductor investment, citing its scale, leading-edge demand and growth prospects. These are opinion-based comparisons rather than new company guidance. TSMC vs. GlobalFoundries: Which Foundry Stock Is the Better Buy?
• Neutral Sentiment: Proposed AI-compute futures tied to GPU prices could create new hedging and investment tools linked to TSMC’s industry, but the immediate effect on chip demand or TSMC earnings is uncertain. U.S. Markets Prepare For AI Compute Derivatives Tied To TSMC, Nvidia GPU Prices
• Negative Sentiment: TSMC’s shares trade at a premium to estimated intrinsic value, increasing sensitivity to disappointing AI demand, execution issues or weaker semiconductor conditions. TSMC Trades Above GF Value as Chip Capacity Tightens
• Negative Sentiment: Reports of tightening advanced-chip capacity highlight a potential constraint: strong demand may exceed near-term production availability, limiting shipments and raising execution and capital-spending risks. What Could TSMC Capacity Strains Mean for AI Demand?

Wall Street Analyst Weigh In

Several research analysts have commented on TSM shares. TD Cowen raised their price target on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a "hold" rating in a report on Friday, July 17th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "buy" rating in a research report on Saturday, August 8th. Sanford C. Bernstein increased their price target on shares of Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an "outperform" rating in a report on Tuesday, August 11th. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, August 12th. Finally, Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Three analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $524.25.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Shyue-Shyh Lin acquired 2,000 shares of the stock in a transaction that occurred on Sunday, July 19th. The shares were bought at an average price of $71.71 per share, for a total transaction of $143,420.00. Following the completion of 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 ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Lipen Yuan acquired 1,000 shares of the business's stock in a transaction that occurred on Tuesday, August 18th. The stock was purchased at an average cost of $74.50 per share, with a total value of $74,500.00. Following the acquisition, the vice president directly owned 6,000 shares of the company's stock, valued at $447,000. This trade represents a 20.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have purchased 17,662 shares of company stock worth $1,307,491. Company insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Up 0.5%

NYSE TSM traded up $2.03 on Friday, hitting $418.03. The company's stock had a trading volume of 4,673,189 shares, compared to its average volume of 13,765,784. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $225.63 and a 52-week high of $479.00. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The company's 50-day simple moving average is $425.76 and its 200 day simple moving average is $393.05. The firm has a market cap of $2.17 trillion, a P/E ratio of 30.16, a PEG ratio of 0.94 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced 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 net margin of 50.31% and a return on equity of 39.25%. The company had revenue of $39.89 billion for the quarter. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be paid a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 21.43%.

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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