MGO One Seven LLC Acquires 9,381 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

MGO One Seven LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 18.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 60,581 shares of the semiconductor company's stock after buying an additional 9,381 shares during the period. MGO One Seven LLC's holdings in Taiwan Semiconductor Manufacturing were worth $18,410,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of TSM. Fisher Asset Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock worth $4,980,614,000 after acquiring an additional 168,171 shares during the period. Massachusetts Financial Services Co. MA boosted its stake in Taiwan Semiconductor Manufacturing by 3.6% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock worth $4,401,448,000 after purchasing an additional 541,047 shares during the period. Bank of America Corp DE increased its holdings in Taiwan Semiconductor Manufacturing by 0.9% during the 3rd quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company's stock worth $4,171,445,000 after purchasing an additional 130,173 shares in the last quarter. Jennison Associates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock worth $4,070,393,000 after purchasing an additional 802,757 shares in the last quarter. Finally, Alliancebernstein L.P. raised its stake in shares of Taiwan Semiconductor Manufacturing by 2.2% in the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company's stock valued at $2,984,783,000 after purchasing an additional 229,237 shares during the period. Institutional investors own 16.51% of the company's stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the firm's stock in a transaction on Sunday, March 22nd. The shares were purchased at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the acquisition, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. 1.11% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have recently commented on TSM shares. DA Davidson restated a "buy" rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Argus raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Thursday, January 15th. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Wedbush reaffirmed an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Needham & Company LLC raised their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of "Buy" and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Fisher Asset Management increased its TSMC stake by 470,791 shares, signaling institutional confidence and adding a concrete buyer to the register. Fisher Asset Management boosts TSMC stake by 470,791 shares
• Positive Sentiment: TSMC is being highlighted by long‑term buy lists — InsiderMonkey names TSM among the "5 Best Stocks to Buy for the Next 15 Years," reinforcing buy‑and‑hold narratives for investors focused on secular AI/compute demand. 5 Best Stocks to Buy for the Next 15 Years
• Positive Sentiment: Analyst/strategy pieces continue to cast TSMC as an income/AI exposure play (Zacks includes it among dividend‑paying tech names with AI upside), which supports demand from income‑oriented investors. These 3 Dividend Paying Tech Stocks Offer AI Exposure
• Neutral Sentiment: BofA research says ASML will benefit from demand for existing EUV systems (Low‑NA) more than High‑NA in the near term — favorable for industry equipment orders but only indirectly impacts TSMC’s near‑term revenue. ASML to reap benefits from demand from Low-NA EUV adoption
• Neutral Sentiment: Macro/sector commentary positions TSMC as a "pick‑and‑shovel" AI beneficiary, supporting the long‑term thesis even if short‑term volatility persists. The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
• Neutral Sentiment: Roundup of analyst upgrades/downgrades mentions TSM among movers but without a singular directional catalyst; this keeps intraday flows mixed. SA analyst upgrades/downgrades: TSM, OXY, VLO, HOG
• Negative Sentiment: Apple is holding exploratory talks with Intel and Samsung about producing some processors outside TSMC to reduce supply‑chain/geopolitical risk — this raises the risk of future order diversification away from TSMC. Apple Explores New Chip Suppliers As Investors Weigh Supply Chain Risks
• Negative Sentiment: Seeking Alpha flags "early signs of formidable foundry competition," highlighting capacity/cost pressures and ramp risks that could weigh on TSMC’s premium pricing over time. TSMC: Early Signs Of Formidable Foundry Competition
• Negative Sentiment: Large, speculative plans (e.g., SpaceX/Terafab) and increased investment from rivals represent a long‑term competitive overhang—highly uncertain but watched by investors as a potential industry disruptor. Elon Musk Plans To Spend Up To $119 Billion On Chip Plant To Take On TSMC

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $414.30 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $173.66 and a 12-month high of $420.00. The firm has a market capitalization of $2.15 trillion, a price-to-earnings ratio of 34.47, a P/E/G ratio of 1.23 and a beta of 1.39. The stock's 50 day moving average price is $361.06 and its two-hundred day moving average price is $330.36. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing's payout ratio is 24.96%.

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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