Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Moran Wealth Management LLC

Key Points

• Moran Wealth Management cut its position in Taiwan Semiconductor Manufacturing by 21.4% in Q1, selling 33,539 shares and leaving it with 122,945 shares worth about $41.5 million.
• Insider buying continued, with two TSMC vice presidents purchasing 1,000 shares each in late June; insiders have bought a total of 5,496 shares over the last 90 days.
• The company raised its quarterly dividend to $1.1136 per share, while Wall Street remains generally bullish with a consensus “Buy” rating and an average price target of $449.38.

Moran Wealth Management LLC lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 21.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 122,945 shares of the semiconductor company's stock after selling 33,539 shares during the period. Taiwan Semiconductor Manufacturing makes up about 1.3% of Moran Wealth Management LLC's portfolio, making the stock its 7th largest holding. Moran Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $41,549,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Fisher Asset Management LLC raised its position in Taiwan Semiconductor Manufacturing by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 18,146,900 shares of the semiconductor company's stock valued at $5,514,662,000 after purchasing an additional 313,773 shares in the last quarter. Van ECK Associates Corp boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% in the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company's stock valued at $5,307,428,000 after purchasing an additional 1,750,824 shares in the last quarter. Bank of America Corp DE boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 6.5% in the 4th quarter. Bank of America Corp DE now owns 15,902,819 shares of the semiconductor company's stock valued at $4,832,708,000 after purchasing an additional 966,926 shares in the last quarter. Jennison Associates LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 6.4% in the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock valued at $4,070,393,000 after purchasing an additional 802,757 shares during the last quarter. Finally, Alliancebernstein L.P. increased 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 last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Monday, June 22nd. The shares were bought at an average price of $79.19 per share, with a total value of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien acquired 1,000 shares of the firm's stock in a transaction that occurred on Monday, June 29th. The stock was bought at an average price of $76.64 per share, with a total value of $76,640.00. Following the completion of the acquisition, the vice president directly owned 12,051 shares of the company's stock, valued at $923,588.64. This trade represents a 9.05% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 5,496 shares of company stock valued at $404,567 over the last 90 days. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

NYSE:TSM opened at $434.71 on Friday. The firm's 50 day simple moving average is $421.78 and its 200 day simple moving average is $368.53. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The company has a market cap of $2.25 trillion, a PE ratio of 36.17, a P/E/G ratio of 1.09 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its 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 firm had revenue of $30.65 billion for the quarter. On average, research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. 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 (DPR) is presently 25.12%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on TSM shares. DA Davidson reissued a "buy" rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Barclays raised their price objective 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. Zacks Research cut Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a research note on Thursday, April 16th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and an average target price of $449.38.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is expanding its 3-nanometer capacity across Taiwan, Arizona, and Japan, signaling that demand tied to AI and advanced chips remains robust and could support longer-term revenue growth. TSMC Expands 3 Nanometer Capacity Across Taiwan Arizona And Japan
• Positive Sentiment: Analysts remain broadly optimistic on TSMC, with recent coverage pointing to continued confidence in its leadership position in advanced manufacturing and AI infrastructure. Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
• Neutral Sentiment: Commentary suggests the AI semiconductor rally is moving into a more selective phase, where profitability and capacity discipline will matter more than broad momentum — a backdrop that could favor TSMC, but also make investors more cautious. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over Now Profitability Decides Winners As “Capacity Will Catch Up”
• Neutral Sentiment: TSMC Arizona reported a treasurer change effective July 1, a routine management update with little immediate operating impact. TSMC Arizona Announces Treasurer Change Effective July 1, 2026
• Negative Sentiment: TSMC has also been caught in a broader chip-sector pullback, with Asian semiconductor shares sold off and investors rotating out of the recent AI trade. Asian stocks slide on chip sell-off as markets await US jobs data
• Negative Sentiment: Recent coverage also notes that TSMC shares had fallen more sharply than the broader market, reflecting valuation worries after a strong run higher. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.