Pin Oak Investment Advisors Inc. Purchases New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Pin Oak Investment Advisors Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 4,943 shares of the semiconductor company’s stock, valued at approximately $2,361,000. Taiwan Semiconductor Manufacturing accounts for about 1.2% of Pin Oak Investment Advisors Inc.’s portfolio, making the stock its 20th biggest holding.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Brookstone Capital Management lifted its stake in shares of Taiwan Semiconductor Manufacturing by 87.3% in the 2nd quarter. Brookstone Capital Management now owns 25,143 shares of the semiconductor company’s stock valued at $12,008,000 after purchasing an additional 11,719 shares in the last quarter. Capital Research Global Investors grew 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 valued at $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $961,000. Meridian Wealth Management LLC grew its stake in Taiwan Semiconductor Manufacturing by 27.9% during the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after purchasing an additional 14,406 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd boosted its stake in shares of Taiwan Semiconductor Manufacturing by 273.2% during the 1st quarter. Y Intercept Hong Kong Ltd now owns 81,189 shares of the semiconductor company’s stock valued at $27,438,000 after buying an additional 59,435 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC is advancing its A14 process technology for AI chips, targeting improved performance and power efficiency. The A13 and A12 nodes also extend the company’s next-generation process roadmap, reinforcing its competitive position in leading-edge semiconductor manufacturing. How TSMC is Advancing its A14 Technology Roadmap for AI Transformation
• Positive Sentiment: TSMC is reportedly set to manufacture Xiaomi’s Xring O3 processor using its 3-nanometer technology. The order expands TSMC’s advanced-chip customer base beyond major traditional chip designers and supports demand from AI-enabled consumer devices and autonomous-driving applications. Why Is Taiwan Semiconductor Manufacturing Winning More 3nm AI Chip Work?
• Positive Sentiment: A $4.7 billion joint venture with Sony to develop and manufacture next-generation smartphone image sensors highlights TSMC’s expansion into sensors for AI-enabled devices. Mass production is expected to begin in 2029, offering a longer-term growth opportunity. Sony Group and Taiwan Semiconductor Are Betting $4.7 Billion on the Eyes of AI Machines
• Positive Sentiment: Billionaire investor Stanley Druckenmiller and another hedge fund reportedly bought TSMC shares, signaling continued institutional confidence in the foundry’s role as a leading way to invest in the AI semiconductor trend. Stanley Druckenmiller Just Bought Taiwan Semiconductor Stock
• Neutral Sentiment: TSMC’s reported 44.7% revenue growth in July underscores powerful demand, but the strength also raises the performance and guidance bar for the broader AI-chip supply chain. TSMC’s July Surge Raises the Bar for Nvidia’s Foundry
• Negative Sentiment: After a substantial run-up and with shares trading at a premium valuation, investors may be taking profits or demanding results that exceed already-strong AI growth expectations. The supplied articles do not identify a new fundamental setback at TSMC.

Taiwan Semiconductor Manufacturing Stock Down 2.1%

Shares of Taiwan Semiconductor Manufacturing stock opened at $418.54 on Friday. The stock’s fifty day moving average is $423.00 and its 200-day moving average is $396.10. The firm has a market capitalization of $2.17 trillion, a PE ratio of 30.20, a price-to-earnings-growth ratio of 0.98 and a beta of 1.38. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $225.63 and a 12-month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly 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 business had revenue of $39.89 billion during the quarter. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Shareholders of record on Thursday, December 10th will be given a dividend of $1.0854 per share. The ex-dividend date is Thursday, December 10th. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Shyue-Shyh Lin purchased 1,000 shares of the business’s stock in a transaction dated Tuesday, July 21st. The shares were acquired at an average price of $74.13 per share, for a total transaction of $74,130.00. Following the acquisition, the vice president owned 30,269 shares of the company’s stock, valued at $2,243,840.97. This trade represents a 3.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Monday, August 3rd. The shares were acquired at an average cost of $73.06 per share, for a total transaction of $73,060.00. Following the completion of the transaction, the vice president directly owned 14,051 shares of the company’s stock, valued at approximately $1,026,566.06. The trade was a 7.66% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders purchased 17,662 shares of company stock worth $1,307,491. 1.11% of the stock is owned by company insiders.

Analyst Ratings Changes

TSM has been the subject of several recent analyst reports. DA Davidson raised their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Sanford C. Bernstein upped their price objective on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. TD Cowen raised their price target 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. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the company a “buy” rating in a research note on Monday, July 27th. Finally, 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. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $524.25.

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.