Segment Wealth Management LLC Acquires 24,525 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Segment Wealth Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 172.1% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 38,774 shares of the semiconductor company’s stock after acquiring an additional 24,525 shares during the period. Segment Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $18,517,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in TSM. Tiger Global Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 49.4% during the first quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock worth $1,880,717,000 after acquiring an additional 1,839,600 shares in the last quarter. Van ECK Associates Corp increased its position in shares of Taiwan Semiconductor Manufacturing by 11.1% during the 4th 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. Life Cycle Investment Partners Ltd acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $495,163,000. T. Rowe Price Investment Management Inc. lifted its holdings in Taiwan Semiconductor Manufacturing by 168.6% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock valued at $636,077,000 after purchasing an additional 1,313,917 shares during the last quarter. Finally, SurgoCap Partners LP bought a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $360,443,000. Institutional investors own 16.51% of the company’s stock.

Analysts Set New Price Targets

Several analysts have weighed in on TSM shares. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the stock a “positive” rating in a report on Thursday, July 16th. Sanford C. Bernstein increased their price target on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 11th. Barclays raised their price target on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Finally, Weiss Ratings downgraded Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 12th. Three investment 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 stock. According to data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $524.25.

Insiders Place Their Bets

In other news, VP Lipen Yuan acquired 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the transaction, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This represents a 25.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Bor-Zen Tien bought 3,000 shares of the stock in a transaction dated Tuesday, July 21st. The stock was purchased at an average cost of $74.39 per share, with a total value of $223,170.00. Following the completion of the purchase, the vice president directly owned 4,000 shares in the company, valued at approximately $297,560. This trade represents a 300.00% increase in their position. The SEC filing for this purchase provides additional information. In the last quarter, insiders have bought 16,312 shares of company stock valued at $1,207,238. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Trading Up 0.9%

TSM opened at $430.33 on Tuesday. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $2.23 trillion, a PE ratio of 31.05, a PEG ratio of 0.98 and a beta of 1.39. 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 50-day moving average price of $426.03 and a two-hundred day moving average price of $391.43.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 39.37%. The company had revenue of $39.89 billion during the quarter. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Strong AI-related demand is the central catalyst. Analysts and investors expect continued orders for advanced chips, while major cloud providers are committing nearly $600 billion to capital expenditures. TSMC’s dominant position in logic-chip manufacturing makes it a key beneficiary of this spending cycle. Amazon, Alphabet, and Microsoft Are Dropping Nearly $600 Billion on Capital Expenditures: 1 Clear Winner Emerges
• Positive Sentiment: TSMC’s Arizona operations are reportedly moving toward greater profitability as demand for advanced AI chips accelerates, potentially improving the strategic and financial contribution of its U.S. expansion. TSMC’s Arizona Operations Poised for Bigger Profit This Year as Advanced Chip Demand Accelerates: Report
• Positive Sentiment: Reported open-market insider purchases, strong second-quarter guidance, expected 2-nanometer demand, and recent analyst upgrades are reinforcing confidence in TSMC’s growth outlook. TSMC’s Insider Buying Wave Comes With a Bigger AI Question for Investors
• Positive Sentiment: Second-quarter 13F filings indicate that several large funds rotated from Broadcom into TSMC, a potential sign of institutional preference for TSMC’s semiconductor exposure. Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor
• Positive Sentiment: Quantitative analysis points to a possible move toward $450 in September after recent weakness, while other bullish commentary argues that TSMC’s unusually rapid growth could persist through the decade. Why There Might Be a Case for Taiwan Semiconductor Stock at $450 in September
• Neutral Sentiment: Several articles characterize TSMC as an attractive “AI skeleton” or relatively inexpensive way to participate in data-center infrastructure growth, but these are investment opinions rather than new company announcements. TSMC: A Bargain For The AI Skeleton
• Negative Sentiment: The main risk is valuation: after a substantial AI-driven rally, investors may demand continued exceptional growth to justify the stock’s premium earnings multiple. Technical projections are also uncertain and do not eliminate semiconductor-cycle or geopolitical risks.

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.