4,137 Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by MSH Capital Advisors LLC

MSH Capital Advisors LLC increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 734.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,700 shares of the semiconductor company’s stock after buying an additional 4,137 shares during the period. MSH Capital Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,155,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Ibex Wealth Advisors boosted its stake in Taiwan Semiconductor Manufacturing by 3.0% in the 3rd quarter. Ibex Wealth Advisors now owns 38,910 shares of the semiconductor company’s stock worth $17,750,000 after purchasing an additional 1,133 shares during the period. Clearwater Capital Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 12.7% during the third quarter. Clearwater Capital Advisors LLC now owns 542 shares of the semiconductor company’s stock valued at $247,000 after buying an additional 61 shares during the last quarter. Addison Advisors LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 90.3% during the third quarter. Addison Advisors LLC now owns 1,351 shares of the semiconductor company’s stock valued at $616,000 after buying an additional 641 shares during the last quarter. Channel Wealth LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 0.8% in the third quarter. Channel Wealth LLC now owns 3,544 shares of the semiconductor company’s stock worth $1,617,000 after buying an additional 27 shares in the last quarter. Finally, Cornerstone Advisors Asset Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.5% in the third quarter. Cornerstone Advisors Asset Management LLC now owns 505 shares of the semiconductor company’s stock worth $230,000 after buying an additional 52 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing News Summary

Investors following TSM have been watching these news items:

• Positive Sentiment: The company announced an approximately 41% year-over-year increase in its quarterly dividend to about $1.37 per ADS, a positive signal for shareholder returns, though the higher payout is not expected to be reflected immediately in distributions. TSMC dividend information
• Neutral Sentiment: NVIDIA’s leadership shake-up is adding uncertainty across chip stocks. TSMC may benefit from serving multiple chip designers, but tighter export controls could create broader industry headwinds. NVIDIA’s November 17 earnings report is a near-term test of AI-chip demand. Article: Checkmate for AI Chips? NVIDIA’s Crisis Opens the Board
• Negative Sentiment: TSMC confirmed that current and former employees’ personal data was exposed through a cloud provider. Reports say hackers are demanding 3 bitcoin over about 46,000 records, raising cybersecurity and reputational concerns. Article: TSMC Confirms Employee Data Leak Through Cloud Provider

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM traded down $5.99 during trading hours on Friday, reaching $399.50. The stock had a trading volume of 10,704,547 shares, compared to its average volume of 14,768,286. The company has a debt-to-equity ratio of 0.14, a quick ratio of 2.25 and a current ratio of 2.46. 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 50 day moving average price of $430.12 and a two-hundred day moving average price of $402.49. The stock has a market capitalization of $2.07 trillion, a PE ratio of 25.71, a PEG ratio of 0.81 and a beta of 1.44.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings data on Thursday, October 15th. The semiconductor company reported $4.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.45 by $0.15. The business had revenue of $46.72 billion for the quarter, compared to analysts’ expectations of $45.67 billion. Taiwan Semiconductor Manufacturing had a return on equity of 42.84% and a net margin of 51.51%. The company’s revenue for the quarter was up 41.2% on a year-over-year basis. During the same period in the prior year, the firm earned $2.92 EPS. As a group, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 17.36 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 8th. Investors of record on Thursday, March 11th will be given a $1.3663 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $1.0854. This represents a $5.47 annualized dividend and a yield of 1.4%. The ex-dividend date is Thursday, March 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 22.07%.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, Director Michael R. Splinter bought 840 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Thursday, November 5th. The shares were purchased at an average cost of $357.00 per share, for a total transaction of $299,880.00. Following the acquisition, the director directly owned 8,405 shares in the company, valued at approximately $3,000,585. This represents a 11.10% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, VP Lipen Yuan bought 1,000 shares of the firm’s stock in a transaction dated Sunday, November 1st. The shares were acquired at an average price of $71.49 per share, for a total transaction of $71,490.00. Following the completion of the transaction, the vice president directly owned 8,000 shares in the company, valued at approximately $571,920. This represents a 14.29% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have purchased 7,869 shares of company stock worth $823,771. 1.11% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. DA Davidson restated a “buy” rating and set a $500.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, October 16th. Stifel Nicolaus started coverage on shares of Taiwan Semiconductor Manufacturing in a report on Tuesday, September 1st. They issued a “buy” rating and a $515.00 price target on the stock. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $530.00 to $560.00 and gave the stock a “buy” rating in a research note on Thursday, October 15th. Sanford C. Bernstein boosted their price target on shares of Taiwan Semiconductor Manufacturing from $554.00 to $600.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 4th. Finally, Wall Street Zen downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 8th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $533.89.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a semiconductor foundry that manufactures chips designed by other companies. It provides wafer fabrication and related services, including advanced packaging, serving customers across industries such as computing, communications, automotive and consumer electronics. Founded in 1987 and headquartered in Hsinchu, Taiwan, TSMC helped establish the dedicated foundry model, in which a manufacturer focuses on producing semiconductors for customers rather than selling its own chip designs.