Van Hulzen Asset Management LLC Buys 6,769 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Van Hulzen Asset Management LLC boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 420.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,380 shares of the semiconductor company’s stock after acquiring an additional 6,769 shares during the period. Van Hulzen Asset Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $4,002,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of TSM. Fisher Asset Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 1.8% in 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 during the last quarter. Van ECK Associates Corp increased its position 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 buying an additional 1,750,824 shares during the last quarter. Bank of America Corp DE raised its stake in shares of 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 lifted its position 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 valued at $2,622,426,000 after buying an additional 556,988 shares during the last quarter. Finally, Janus Henderson Group PLC grew its stake 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 acquiring an additional 594,780 shares during the period. 16.51% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on TSM. Sanford C. Bernstein lifted their price objective on Taiwan Semiconductor Manufacturing from $430.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, August 11th. Wall Street Zen lowered shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 8th. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They set a “buy” rating and a $515.00 price target on the stock. TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the stock a “hold” rating in a report on Friday, July 17th. Finally, Zacks Research upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. 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 stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $523.22.

Taiwan Semiconductor Manufacturing Trading Down 0.8%

Shares of Taiwan Semiconductor Manufacturing stock opened at $435.63 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $257.75 and a 12-month high of $479.00. The company has a market cap of $2.26 trillion, a price-to-earnings ratio of 31.43, a PEG ratio of 1.00 and a beta of 1.39. The company has a current ratio of 2.46, a quick ratio of 2.25 and a debt-to-equity ratio of 0.14. The company’s 50-day moving average price is $419.15 and its 200-day moving average price is $399.70.

Taiwan Semiconductor Manufacturing (NYSE:TSM) 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 net margin of 50.31% and a return on equity of 39.25%. The business had revenue of $39.89 billion for the quarter. On average, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.55 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

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

Insiders Place Their Bets

In related news, VP Lipen Yuan bought 1,000 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were acquired at an average cost of $74.50 per share, with a total value of $74,500.00. Following the completion of the purchase, the vice president directly owned 6,000 shares of the company’s stock, valued at $447,000. This trade represents a 20.00% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Shu-Hua Fang bought 2,000 shares of the company’s stock in a transaction on Thursday, July 2nd. The shares were bought at an average price of $77.09 per share, with a total value of $154,180.00. Following the completion of the transaction, the senior vice president owned 8,206 shares of the company’s stock, valued at $632,600.54. The trade was a 32.23% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased a total of 21,106 shares of company stock worth $1,571,733 over the last three months. Corporate insiders own 1.11% of the company’s stock.

More 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 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.