Kingdom Financial Group LLC. Has $1.91 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Kingdom Financial Group LLC. lifted its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 590.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 6,279 shares of the semiconductor company’s stock after purchasing an additional 5,370 shares during the period. Taiwan Semiconductor Manufacturing makes up about 0.6% of Kingdom Financial Group LLC.’s holdings, making the stock its 19th largest holding. Kingdom Financial Group LLC.’s holdings in Taiwan Semiconductor Manufacturing were worth $1,908,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of TSM. Shannon River Fund Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $2,430,000. Vanguard Personalized Indexing Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 9.4% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after acquiring an additional 8,738 shares during the period. Hantz Financial Services Inc. raised its position in shares of Taiwan Semiconductor Manufacturing by 28.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after acquiring an additional 8,284 shares during the period. Meridian Wealth Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 27.9% in the 4th quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock valued at $20,049,000 after acquiring an additional 14,406 shares during the period. Finally, Hollencrest Capital Management raised its holdings in Taiwan Semiconductor Manufacturing by 125.3% during the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after buying an additional 2,901 shares during the period. Institutional investors own 16.51% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: AMD said it has started ramping its next-generation EPYC “Venice” processors on TSMC’s 2nm process, highlighting TSMC’s leadership in advanced-node manufacturing and reinforcing AI-related demand for its cutting-edge capacity. AMD begins ramp-up of next-generation EPYC chips using TSMC’s 2nm technology
• Positive Sentiment: TSMC raised its 2030 global semiconductor market forecast to more than $1.5 trillion, signaling confidence in long-term industry growth and the continued expansion of AI-driven chip demand. TSMC raises 2030 global semiconductor market forecast
• Positive Sentiment: BofA reiterated a Buy rating on Taiwan Semiconductor after its tech symposium, suggesting analysts still see attractive upside after the company showcased progress in chipmaking and packaging technology. BofA reiterates Buy on Taiwan Semiconductor after tech symposium
• Positive Sentiment: Nvidia’s upbeat AI outlook helped lift Asian chipmakers broadly, boosting sentiment across the semiconductor group and indirectly supporting TSMC as a core AI supply-chain beneficiary. Nvidia’s AI Outlook Sends Asian Chipmakers Up 5.5%
• Neutral Sentiment: News that Taiwan may restrict how often foreign investors can switch currency choices on TSMC dividend payments is more of a procedural issue than a major business driver, but it adds a little policy noise around the stock. Taiwan may limit currency switching for TSMC dollar dividends
• Negative Sentiment: Tokyo Electron’s Taiwan unit said it will not appeal the ruling in TSMC’s trade-secrets case, keeping attention on intellectual-property and industry rivalry risks rather than on fundamentals alone. Tokyo Electron’s Taiwan unit says it will not appeal ruling in TSMC trade secrets case
• Negative Sentiment: Some commentary also points to valuation and infrastructure constraints around scaling AI-chip output, which could temper enthusiasm if investors worry growth has already been priced in. The TSMC Paradox: Huge AI Silicon Supply Vs. Finite Infrastructure

Insider Activity

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction dated 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 sale, the vice president directly owned 2,495,165 shares in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were purchased at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. The trade was a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have bought 3,346 shares of company stock worth $218,005. Company insiders own 1.11% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on TSM. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Finally, Wedbush reissued an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Up 1.5%

TSM stock opened at $407.68 on Friday. The company has a market cap of $2.11 trillion, a PE ratio of 33.92, a price-to-earnings-growth ratio of 1.17 and a beta of 1.39. The business has a 50-day simple moving average of $369.59 and a 200 day simple moving average of $337.80. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $190.03 and a 52 week high of $421.97. The company has a quick ratio of 2.32, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced 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. 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 yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 24.71%.

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.