Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Cetera Investment Advisers

Cetera Investment Advisers grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 0.5% in the first quarter, Holdings Channel reports. The institutional investor owned 732,609 shares of the semiconductor company’s stock after acquiring an additional 3,908 shares during the quarter. Cetera Investment Advisers’ holdings in Taiwan Semiconductor Manufacturing were worth $247,585,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Twin City Private Wealth LLC increased its holdings in Taiwan Semiconductor Manufacturing by 0.3% in the 1st quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after acquiring an additional 25 shares in the last quarter. Financial Life Planners raised its position in Taiwan Semiconductor Manufacturing by 3.4% during the first quarter. Financial Life Planners now owns 786 shares of the semiconductor company’s stock worth $266,000 after acquiring an additional 26 shares during the period. Corus Family Wealth Advisors lifted its holdings in Taiwan Semiconductor Manufacturing by 1.1% during the first quarter. Corus Family Wealth Advisors now owns 2,401 shares of the semiconductor company’s stock valued at $811,000 after purchasing an additional 26 shares in the last quarter. Lodestar Private Asset Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 0.9% in the first quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock valued at $979,000 after purchasing an additional 27 shares during the period. Finally, Mitchell Sinkler & Starr PA grew its position in shares of Taiwan Semiconductor Manufacturing by 1.9% in the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after purchasing an additional 28 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Key Taiwan Semiconductor Manufacturing News

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 Stock Down 0.6%

TSM stock 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. The firm has a 50-day moving average of $427.76 and a two-hundred day moving average of $380.89. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00. The company has a market cap of $2.19 trillion, a price-to-earnings ratio of 30.45, a PEG ratio of 0.99 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The business had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. As a group, analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.21 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 21.43%.

Analyst Ratings Changes

A number of research analysts recently weighed in on TSM shares. Zacks Research raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. DA Davidson boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. TD Cowen boosted their price target on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a research report on Friday, July 17th. Finally, Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Three 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’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $490.00.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were 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 of the company’s stock, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, with a total value of $79,190.00. Following the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. This trade represents a 25.00% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 6,857 shares of company stock worth $512,334 in the last three months. 1.11% of the stock is owned by corporate insiders.

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.