Tzu-Sou Chuang Sells 200,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the transaction, the vice president owned 2,495,165 shares of the company’s stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

Taiwan Semiconductor Manufacturing Trading Down 2.1%

TSM opened at $395.84 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $188.81 and a one year high of $421.97. The company has a market cap of $2.05 trillion, a P/E ratio of 32.93, a PEG ratio of 1.18 and a beta of 1.39. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51. The business’s 50-day simple moving average is $366.23 and its 200-day simple moving average is $335.73.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The business had revenue of $30.65 billion for the quarter. As a group, equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 24.71%.

Analyst Ratings Changes

Several equities analysts have issued reports on TSM shares. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. DA Davidson reaffirmed a “buy” rating and set a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $404.29.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Twin City Private Wealth LLC raised its holdings in Taiwan Semiconductor Manufacturing by 0.3% during the first quarter. Twin City Private Wealth LLC now owns 7,315 shares of the semiconductor company’s stock worth $2,479,000 after purchasing an additional 25 shares in the last quarter. Financial Life Planners raised its holdings 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 purchasing an additional 26 shares in the last quarter. Corus Family Wealth Advisors raised 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 worth $811,000 after purchasing an additional 26 shares in the last quarter. Lodestar Private Asset Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 0.9% during the first quarter. Lodestar Private Asset Management LLC now owns 2,896 shares of the semiconductor company’s stock worth $979,000 after purchasing an additional 27 shares in the last quarter. Finally, Mitchell Sinkler & Starr PA raised its holdings in Taiwan Semiconductor Manufacturing by 1.9% during the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock worth $450,000 after purchasing an additional 28 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Coatue Management reportedly boosted its TSMC stake by 654,023 shares, reinforcing the view that large investors still see upside in the company’s AI-driven growth. Coatue Management boosts Taiwan Semiconductor stake by 654,023 shares
• Positive Sentiment: Several articles highlighted TSMC as a preferred way to play the AI semiconductor boom, including pieces noting it could benefit heading into Nvidia’s earnings and that it remains a top stock among billionaire investors. Nvidia Stock May or May Not Soar on May 20, But This Super AI Semiconductor Stock Could Pop and Go On a Terrific Bull Run
• Positive Sentiment: Commentary also framed TSMC as part of an “AI Revolution” basket and a long-term multibagger candidate, supporting bullish sentiment on the company’s role in advanced chip manufacturing. CIO touts ‘AIR 7’ as AI-heavy alternative to ‘Magnificent 7’
• Neutral Sentiment: TSMC Vice President Bor-Zen Tien bought 2,000 shares, but another vice president sold 200,000 shares. The mixed insider activity is notable, but by itself it does not clearly point to a major change in fundamentals. SEC filing for Bor-Zen Tien purchase SEC filing for Tzu-Sou Chuang sale
• Neutral Sentiment: TSMC announced it will sell about 152 million Vanguard International Semiconductor shares, a move described as a capital-refocusing decision rather than a signal of distress. TSMC Trims Vanguard Stake To Refocus Capital And Valuation Story
• Negative Sentiment: CNBC reported that the Iran war is adding pressure to AI chip supply chains and costs, which could weigh on semiconductor makers like TSMC if disruptions persist. Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

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.