Sei Investments Co. Buys 274,389 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Sei Investments Co. increased its stake in Taiwan Semiconductor Manufacturing by 11.8% in the first quarter, buying 274,389 additional shares and bringing its total holding to 2,591,510 shares worth about $875.8 million.
• Several other institutions also added to or opened positions in TSMC, underscoring broad institutional interest in the stock; institutional investors now own 16.51% of the company.
• TSMC recently raised its quarterly dividend to $1.1136 per share from $0.95, while analysts maintain a generally bullish view with a consensus rating of Buy and an average price target of $490.

Sei Investments Co. lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 11.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,591,510 shares of the semiconductor company's stock after purchasing an additional 274,389 shares during the period. Taiwan Semiconductor Manufacturing accounts for 0.8% of Sei Investments Co.'s portfolio, making the stock its 14th largest position. Sei Investments Co. owned 0.05% of Taiwan Semiconductor Manufacturing worth $875,802,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of TSM. Van ECK Associates Corp raised its position in shares of Taiwan Semiconductor Manufacturing by 11.1% during the fourth quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company's stock worth $5,307,428,000 after acquiring an additional 1,750,824 shares during the last quarter. Life Cycle Investment Partners Ltd bought a new position in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $495,163,000. T. Rowe Price Investment Management Inc. increased its position in Taiwan Semiconductor Manufacturing by 168.6% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company's stock worth $636,077,000 after purchasing an additional 1,313,917 shares during the period. SurgoCap Partners LP acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth about $360,443,000. Finally, Capital Research Global Investors raised its holdings in Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company's stock worth $976,821,000 after purchasing an additional 1,281,648 shares during the last quarter. Institutional investors own 16.51% of the company's stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Monday, June 29th. The stock was purchased at an average price of $76.64 per share, with a total value of $76,640.00. Following the completion of the purchase, the vice president owned 12,051 shares of the company's stock, valued at approximately $923,588.64. This trade represents a 9.05% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, VP Lipen Yuan bought 1,000 shares of the business's stock in a transaction on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the acquisition, the vice president owned 5,000 shares of the company's stock, valued at approximately $395,950. This trade represents a 25.00% increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders bought 6,857 shares of company stock valued at $512,334. Corporate insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Down 0.6%

NYSE:TSM opened at $422.09 on Thursday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The firm has a market capitalization of $2.19 trillion, a price-to-earnings ratio of 30.45, a PEG ratio of 0.99 and a beta of 1.36. The business's 50-day moving average price is $427.76 and its two-hundred day moving average price is $380.89.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.21 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed 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 is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 21.43%.

Analysts Set New Price Targets

A number of research analysts have issued reports on the stock. TD Cowen upped their target price on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a "hold" rating in a research report on Friday, July 17th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "buy" rating to a "strong-buy" rating in a research report on Saturday, July 18th. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Needham & Company LLC increased 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. Finally, Weiss Ratings cut shares of Taiwan Semiconductor Manufacturing from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Monday, July 13th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Buy" and a consensus price target of $490.00.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC is benefiting from surging AI chip demand, with articles pointing to strong revenue growth, expanding profitability, and the view that the company remains a key winner in the AI infrastructure build-out. Article Title
• Positive Sentiment: The company’s reported plan to raise chip manufacturing prices by up to 10% in 2027 is being read as a sign of strong pricing power that could support margins and earnings. Article Title
• Positive Sentiment: TSMC’s enlarged U.S. investment has been interpreted by bullish commentators as confirmation that AI semiconductor demand remains strong and durable for years. Article Title
• Neutral Sentiment: Analyst and market commentary continues to frame TSMC as a long-term AI infrastructure leader, with some saying the stock still looks reasonably valued despite its strong run. Article Title
• Neutral Sentiment: Several pieces note that TSMC’s strong quarter was already expected by many investors, which may be limiting additional upside in the near term. Article Title
• Negative Sentiment: Investors are worried that TSMC’s aggressive spending on U.S. manufacturing and other AI-related capacity could pressure margins for years. Article Title
• Negative Sentiment: Some coverage also suggests TSMC cannot make chips fast enough to fully satisfy demand, raising concerns that rivals may capture some share while the company works through capacity constraints. Article Title

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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