Hyperion Asset Management Ltd Acquires 183,081 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Hyperion Asset Management Ltd boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 69.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 447,377 shares of the semiconductor company’s stock after purchasing an additional 183,081 shares during the period. Taiwan Semiconductor Manufacturing comprises approximately 5.6% of Hyperion Asset Management Ltd’s investment portfolio, making the stock its 9th biggest position. Hyperion Asset Management Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $204,089,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Fiduciary Advisors Inc. raised its holdings in Taiwan Semiconductor Manufacturing by 200.0% during the 3rd quarter. Fiduciary Advisors Inc. now owns 60 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 40 shares during the last quarter. Cedar Mountain Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 88.2% in the second quarter. Cedar Mountain Advisors LLC now owns 64 shares of the semiconductor company’s stock valued at $31,000 after buying an additional 30 shares in the last quarter. Markowski Investments bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $33,000. Evolution Wealth Management Inc. boosted its holdings in Taiwan Semiconductor Manufacturing by 257.7% during the 1st quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 67 shares during the last quarter. Finally, Financial Freedom LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 1st quarter worth about $32,000. 16.51% of the stock is currently owned by institutional investors.

Taiwan Semiconductor Manufacturing Stock Up 1.6%

Shares of NYSE TSM traded up $6.77 during midday trading on Tuesday, hitting $426.99. The stock had a trading volume of 6,758,345 shares, compared to its average volume of 13,062,583. The company has a market cap of $2.21 trillion, a P/E ratio of 27.47, a PEG ratio of 0.85 and a beta of 1.37. The business’s 50 day moving average is $434.73 and its 200-day moving average is $418.40. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $266.82 and a 52 week high of $487.47. 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 (NYSE:TSM) last announced its quarterly earnings results on Tuesday, September 8th. The semiconductor company reported $4.62 earnings per share (EPS) for the quarter. The firm had revenue of $46.87 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.90 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company 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 dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. This is a drop from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.1136. The ex-dividend date is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 22.27%.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on TSM. Stifel Nicolaus began coverage on Taiwan Semiconductor Manufacturing in a research note on Tuesday, September 1st. They issued a “buy” rating and a $515.00 target price on the stock. TD Cowen lifted their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $665.00 to $670.00 and gave the stock an “overweight” rating in a research report on Friday. Bank of America raised their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Finally, Weiss Ratings lowered shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, October 6th. Three investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $528.78.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Monday, August 3rd. The stock was purchased at an average price of $73.06 per share, with a total value of $73,060.00. Following the transaction, the vice president directly owned 14,051 shares of the company’s stock, valued at $1,026,566.06. This trade represents a 7.66% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Lipen Yuan purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 transaction, the vice president directly owned 6,000 shares in the company, valued at approximately $447,000. The trade was a 20.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders acquired 8,043 shares of company stock worth $598,956. 1.11% of the stock is owned by corporate insiders.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s latest results showed record profitability, a 69% increase in profit and high-performance computing contributing approximately 68% of quarterly revenue. Management also raised its outlook, reinforcing expectations that AI and data-center demand will remain strong. The Most Important Number in Taiwan Semiconductor’s Earnings Report Was 68%
• Positive Sentiment: Demand continues to exceed available supply, while TSMC is investing billions of dollars to expand production in the United States. The spending could increase capacity and strengthen relationships with major AI and data-center customers. A $4 Billion Reason to Buy TSMC Stock Now
• Positive Sentiment: Nvidia is reportedly encouraging Samsung, Micron and SK Hynix to use TSMC’s 3-nanometer process for next-generation high-bandwidth-memory base dies. If adopted, the arrangement could expand TSMC’s role in AI-chip manufacturing beyond traditional wafer production. Nvidia Wants Top Memory Makers to Use TSMC for Next-Gen HBM Base Dies
• Positive Sentiment: Industry forecasts call for rapid growth in FinFET, 3D-chip and wafer-foundry markets as AI, high-performance computing and data centers require faster, denser and more energy-efficient silicon. TSMC is positioned as a leading beneficiary alongside Nvidia, Samsung and other chip companies. FinFET Technology Global Strategic Business Report
• Neutral Sentiment: Analysts and market commentators view TSM’s recent pullback from its October high as a potential buying opportunity, with Zacks upgrading the stock to Rank #1, or Strong Buy. However, the shares still trade at a sizable valuation after a substantial rally.
• Negative Sentiment: Near-term gross-margin pressure is expected from the 2-nanometer ramp and overseas-fab expansion. TSMC also faced broader semiconductor selling as investors questioned AI valuations and unwound the crowded chip trade, creating volatility despite robust underlying demand. TSMC Gets Sold on AI Fears Four Days After Calling Demand Extremely Robust

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), commonly known as TSMC, is a dedicated semiconductor foundry headquartered in Hsinchu, Taiwan. The company manufactures integrated circuits for customers that design their own chips, allowing semiconductor, electronics, and technology companies to outsource production rather than operate their own fabrication facilities.

TSMC provides wafer fabrication services across a broad range of process technologies, including advanced nodes used in high-performance computing, smartphones, automotive systems, and artificial intelligence applications.