Diversified Trust Co Acquires 5,408 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Diversified Trust Co increased its stake in Taiwan Semiconductor Manufacturing by 8.8% in the first quarter, buying 5,408 additional shares and bringing its total holdings to 66,897 shares valued at about $22.6 million.
• TSMC continues to draw bullish analyst coverage, with recent price-target boosts and a consensus “Buy” rating; MarketBeat reports an average target price of $404.29 across analysts.
• The company also announced a higher quarterly dividend of $1.1136 per share, up from $0.95, while recent results showed strong profitability with $3.11 EPS and revenue of $30.65 billion in the latest reported quarter.

Diversified Trust Co raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 66,897 shares of the semiconductor company's stock after buying an additional 5,408 shares during the quarter. Diversified Trust Co's holdings in Taiwan Semiconductor Manufacturing were worth $22,608,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Quattro Advisors LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $25,000. Hilton Head Capital Partners LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $27,000. Stephens Consulting LLC lifted its stake in Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 41 shares in the last quarter. Strategic Advocates LLC lifted its stake in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company's stock worth $28,000 after purchasing an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $29,000. 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: Multiple recent articles argue TSMC remains attractively valued despite its strong run, with bullish takes calling it a buy on AI demand, earnings growth, and momentum. Taiwan Semiconductor: Not Expensive When You Run The Numbers On AI Demand
• Positive Sentiment: Analysts and commentators say TSMC is still benefiting from surging AI chip demand and tight advanced-node capacity, supporting the case for continued growth. Taiwan Semiconductor Manufacturing Company (TSM) Does Not Rule Out Price Rises as Costs Increase
• Neutral Sentiment: Investors are also watching the impact of U.S.-China trade tensions and possible tariff escalation, which could add volatility for global chipmakers. They Forgot to Protect Our Industries With TARIFFS! — Does a Trump Trade War 2.0 Loom?
• Neutral Sentiment: Fresh headlines about U.S. scrutiny of ASML and Taiwan’s potential chip export curbs to China keep geopolitical risk in focus for the semiconductor sector. ASML Draws Fresh China Scrutiny
• Neutral Sentiment: Intel’s new Apple partnership may stir competition in U.S. chip manufacturing, but it also underscores how dominant TSMC remains in advanced foundry production. Trump says Apple to partner with Intel on US chip design, production

Wall Street Analyst Weigh In

TSM has been the subject of a number of research analyst reports. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. DA Davidson restated a "buy" rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Finally, Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday. Two 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. According to MarketBeat, the stock presently has a consensus rating of "Buy" and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Trading Up 0.1%

TSM opened at $462.80 on Friday. The firm has a market cap of $2.40 trillion, a P/E ratio of 38.50, a P/E/G ratio of 1.35 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $206.20 and a 12 month high of $465.22. 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 50-day moving average of $406.96 and a 200 day moving average of $358.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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 represents a $4.45 annualized dividend and a dividend yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 25.12%.

Insider Activity

In related news, VP Lipen Yuan purchased 1,000 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was bought at an average cost of $75.26 per share, for a total transaction of $75,260.00. Following the completion of the transaction, the vice president directly owned 4,000 shares in the company, valued at $301,040. This represents a 33.33% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at 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 purchased at an average cost 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 $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have purchased 3,496 shares of company stock valued at $248,737. 1.11% of the stock is currently owned by insiders.

Taiwan Semiconductor Manufacturing Company 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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