Fideuram Intesa Sanpaolo Private Banking S.P.A. Buys Shares of 37,077 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Fideuram Intesa Sanpaolo Private Banking opened a new position in Taiwan Semiconductor Manufacturing, buying 37,077 shares valued at about $11.3 million in the fourth quarter.
• TSMC’s stock was described as down 1.0% in the report, though it remains near elevated levels with a $2.03 trillion market cap and a recent opening price of $392.16.
• The company also raised its quarterly dividend to $1.1136 per share, which annualizes to $4.45 and reflects a yield of about 1.1%.

Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 37,077 shares of the semiconductor company's stock, valued at approximately $11,267,000.

Other institutional investors have also added to or reduced their stakes in the company. Stephens Consulting LLC increased its position in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after purchasing an additional 41 shares during the period. Ares Financial Consulting LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $29,000. Maseco LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $35,000. Westend Capital Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 476.2% in the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company's stock worth $37,000 after buying an additional 100 shares during the last quarter. Finally, Navalign LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $39,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Down 1.0%

TSM stock opened at $392.16 on Wednesday. The firm has a 50 day moving average of $367.30 and a 200 day moving average of $336.35. The stock has a market capitalization of $2.03 trillion, a PE ratio of 32.63, a price-to-earnings-growth ratio of 1.16 and a beta of 1.39. The company has a quick ratio of 2.32, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $190.03 and a 52 week high of $421.97.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released 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 company had revenue of $30.65 billion during the quarter. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) 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 large cash position and rising capital spending reinforce its ability to keep expanding AI and advanced-chip capacity, with management forecasting second-quarter revenue as high as $40.2 billion. Here's How TSM Targets Growth With Strong Cash Position
• Positive Sentiment: Wall Street continues to show confidence in Taiwan Semiconductor, including higher earnings estimates and stock commentary that the company still looks attractive after its rally. Analyst coverage and related bullish commentary
• Positive Sentiment: Investor interest remains strong, with articles highlighting TSMC as a core beneficiary of the AI buildout and a favored name among large investors and trading-focused funds. Taiwan Semiconductor Manufacturing (TSM) Among the Best Stocks to Invest in According to Billionaires
• Neutral Sentiment: Some market commentary is focused on valuation and whether TSM has already run too far, suggesting the stock may consolidate even while the long-term story stays intact. Everyone Says TSMC (TSM) Has Run Too Far. I Think They Are Wrong
• Negative Sentiment: Fresh comments from the Trump-Xi talks revived concerns about Taiwan’s geopolitical risk, keeping a lid on sentiment even though some investors still see near-term invasion or blockade odds as low. Taiwan Semi’s Big Takeaway From the Trump-Xi Talks
• Negative Sentiment: Broader chip-sector pressure is also coming from fears that escalating Middle East conflict could raise supply-chain costs and disrupt semiconductor operations. Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien acquired 2,000 shares of the firm's stock in a transaction on Tuesday, May 19th. The shares were acquired at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This trade represents a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have acquired 3,346 shares of company stock valued at $218,005. Company insiders own 1.11% of the company's stock.

Analyst Upgrades and Downgrades

TSM has been the topic of a number of analyst reports. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. Needham & Company LLC lifted 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 report on Thursday, April 16th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Finally, Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Buy" and an average price target of $404.29.

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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