IPG Investment Advisors LLC Has $1.38 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• IPG Investment Advisors LLC cut its TSM stake by 36.2% in the fourth quarter, selling 2,562 shares and leaving it with 4,519 shares worth about $1.38 million.
• Wall Street remains broadly bullish on Taiwan Semiconductor Manufacturing, with analysts citing a consensus “Buy” rating and an average price target of $404.29, while some firms recently raised their targets.
• TSMC continues to show strong operating momentum: the stock has been near record highs, the company recently boosted its quarterly dividend to $1.1136 per share, and it is benefiting from surging AI-driven demand and capacity expansion plans.

IPG Investment Advisors LLC reduced its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 36.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,519 shares of the semiconductor company's stock after selling 2,562 shares during the quarter. IPG Investment Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,377,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in TSM. Stephens Consulting LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after buying an additional 41 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $29,000. Resources Management Corp CT ADV acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Maseco LLP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $35,000. Finally, Cedar Wealth Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after buying an additional 64 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on TSM shares. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, March 20th. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Zacks Research cut shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Finally, Wedbush reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. 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 data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 2.4%

Taiwan Semiconductor Manufacturing stock opened at $422.35 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $190.56 and a fifty-two week high of $430.55. The stock has a market cap of $2.19 trillion, a PE ratio of 35.14, a price-to-earnings-growth ratio of 1.20 and a beta of 1.39. The firm's 50-day simple moving average is $375.08 and its 200 day simple moving average is $341.06. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share 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. Research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 annualized dividend and a yield of 1.1%. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 24.71%.

Insider Activity

In other news, VP Bor-Zen Tien purchased 2,000 shares of the business's stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired 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 owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the business's stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the transaction, the vice president owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have purchased 3,346 shares of company stock worth $218,005. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Reports say TSMC plans to raise prices on its advanced 3nm process by as much as 15% in the second half of the year, with another potential increase next year. That suggests stronger margins and reflects tight supply for cutting-edge chips. Report: Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) to Raise 3nm Process Prices by Up to 15% in 2H, May Hike Another 10% Next Year
• Positive Sentiment: TSMC is scaling 3nm capacity in Taiwan, Arizona, and Japan to keep up with surging AI demand and advanced packaging shortages, which supports longer-term revenue growth. Here's How Taiwan Semiconductor Is Scaling Up to Meet Surging AI Demand
• Positive Sentiment: Nvidia’s CEO is reportedly deepening the AI semiconductor alliance with TSMC and SK hynix, reinforcing TSMC’s position as a key manufacturing partner for AI chips. Nvidia’s (NVDA) Jensen Huang Looks to Strengthen the AI Chip Alliance with SK Hynix and TSMC
• Positive Sentiment: TSMC’s stronger earnings, dividend increase, and broader AI-driven rally are keeping investor sentiment elevated and helping the stock stay near record highs. What Investors Need to Know About TSMC's Hefty 17% Dividend Increase
• Neutral Sentiment: Market commentary also points to TSMC as a major beneficiary of the broader AI infrastructure boom, with Taiwan’s market capitalization rising sharply on the company’s gains. Taiwan Becomes World's Fifth-Largest Stock Market on TSMC Boom
• Negative Sentiment: One headline noted an executive sold nearly $14 million of TSMC shares, which may create some short-term caution even though it does not change the company’s fundamentals. TSMC Executive Dumps Nearly $14 Million Worth in Shares
• Negative Sentiment: Huawei’s stated chip ambitions could eventually add competitive pressure in advanced semiconductors, though this is more of a long-term risk than an immediate threat. Huawei Targets 1.4nm Chips by 2031 Amid China AI Push

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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