Van Hulzen Asset Management LLC Has $4 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Van Hulzen Asset Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 420.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,380 shares of the semiconductor company's stock after acquiring an additional 6,769 shares during the quarter. Van Hulzen Asset Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $4,002,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Fisher Asset Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.8% during the 4th 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 increased its holdings in Taiwan Semiconductor Manufacturing by 11.1% in 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 purchasing an additional 1,750,824 shares in the last quarter. Bank of America Corp DE lifted its stake in Taiwan Semiconductor Manufacturing by 6.5% in the fourth 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 buying an additional 966,926 shares during the period. Coatue Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 6.9% during the 4th quarter. Coatue Management LLC now owns 8,629,524 shares of the semiconductor company's stock worth $2,622,426,000 after buying an additional 556,988 shares in the last quarter. Finally, Janus Henderson Group PLC grew its position in shares of Taiwan Semiconductor Manufacturing by 7.7% during the 4th quarter. Janus Henderson Group PLC now owns 8,291,884 shares of the semiconductor company's stock worth $2,497,638,000 after buying an additional 594,780 shares during the period. 16.51% of the stock is owned by institutional investors.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC and ASML announced plans to advance High-NA EUV manufacturing, with TSMC expected to introduce the technology into high-volume advanced-node production beginning in 2030. The companies also aim to establish a 12-inch photomask pilot line by 2031, potentially improving future lithography efficiency and supporting AI-chip demand. ASML and TSMC Announce Initiative to Pioneer Industry Transition to Large-Format Photomasks for High NA EUV
• Positive Sentiment: Multiple TSMC executives and directors, including CEO Che-Chia Wei and CFO Jen-Chau Huang, purchased shares in recent SEC-reported transactions. Although the individual purchases were relatively small, the broad insider buying may signal management confidence in the company’s outlook. TSMC insider purchase filing
• Positive Sentiment: Recent coverage highlights TSMC’s Arizona expansion as an increasingly attractive strategic investment, potentially strengthening its position with U.S. customers and reducing geographic concentration risk. TSMC's Arizona Bet Was My Biggest Worry in July - Now It's My Best Argument
• Neutral Sentiment: TSMC has attracted heightened investor and search attention, while technical coverage noted that the stock recently moved above an early buy point. This supports momentum, but does not represent a new company announcement or change to earnings expectations. TSMC, IBD Stock Of The Day, Rises Above Early Buy Point As Chip Stocks Rally
• Negative Sentiment: The broader market is under pressure as Brent crude approaches $100 per barrel and Treasury yields rise. Higher energy costs and interest rates can weigh on high-growth technology valuations, contributing to weakness in TSM despite its long-term AI exposure. Dow Jones Futures Fall As Oil Prices Push Stocks Toward Breaking Point
• Negative Sentiment: TSMC’s High-NA EUV benefits are several years away, with production adoption planned for 2030. Intel’s earlier progress processing more than one million wafers on High-NA equipment could temporarily reinforce its manufacturing narrative and competitive positioning. Intel’s ASML Milestone Gives Investors a New Reason to Revisit the Stock

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $435.63 on Thursday. The firm has a market capitalization of $2.26 trillion, a P/E ratio of 31.43, a P/E/G ratio of 1.00 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $257.75 and a 52 week high of $479.00. The stock has a 50 day moving average price of $419.15 and a two-hundred day moving average price of $399.70. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46.

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 for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%.The company had revenue of $39.89 billion for the quarter. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 7th. Stockholders of record on Thursday, December 10th will be paid a $1.0854 dividend. The ex-dividend date is Thursday, December 10th. This represents a $4.34 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 21.43%.

Insider Activity

In other news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Monday, August 3rd. The stock was acquired at an average cost of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president owned 14,051 shares of the company's stock, valued at approximately $1,026,566.06. This trade represents a 7.66% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Shyue-Shyh Lin bought 1,000 shares of the company's stock in a transaction on Tuesday, July 21st. The shares were purchased at an average cost of $74.13 per share, for a total transaction of $74,130.00. Following the transaction, the vice president owned 30,269 shares in the company, valued at approximately $2,243,840.97. This represents a 3.42% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have purchased 21,106 shares of company stock worth $1,571,733. Company insiders own 1.11% of the company's stock.

Analyst Ratings Changes

Several analysts have recently weighed in on TSM shares. TD Cowen lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a "hold" rating in a research note on Friday, July 17th. Bank of America upped their price objective on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a report on Wednesday, June 24th. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Sanford C. Bernstein raised their target price on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the company an "outperform" rating in a research note on Tuesday, August 11th. Finally, Needham & Company LLC boosted their target price on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a "buy" rating in a research report on Monday, July 27th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of "Buy" and a consensus price target of $523.22.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company Limited NYSE: TSM, commonly known as TSMC, is a Taiwan-based semiconductor manufacturer and the world's leading dedicated semiconductor foundry. Founded in 1987 and headquartered in Hsinchu, Taiwan, the company pioneered the pure-play foundry business model, producing chips designed by other companies rather than developing and selling branded semiconductor products of its own.

TSMC manufactures semiconductor wafers using advanced and specialty process technologies.

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