Westfield Capital Management Co. LP Sells 21,203 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Westfield Capital Management Co. LP lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 446,195 shares of the semiconductor company’s stock after selling 21,203 shares during the period. Westfield Capital Management Co. LP’s holdings in Taiwan Semiconductor Manufacturing were worth $135,594,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in TSM. Life Cycle Investment Partners Ltd bought a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $495,163,000. SurgoCap Partners LP bought a new position in Taiwan Semiconductor Manufacturing in the third quarter worth $360,443,000. Danica Pension Livsforsikringsaktieselskab bought a new position in Taiwan Semiconductor Manufacturing in the third quarter worth $232,924,000. Man Group plc raised its holdings in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company’s stock worth $238,589,000 after purchasing an additional 812,404 shares in the last quarter. Finally, Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 6.4% in the fourth quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company’s stock worth $4,070,393,000 after purchasing an additional 802,757 shares in the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’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 directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This trade represents a 7.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought 3,346 shares of company stock valued at $218,005 over the last 90 days. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $444.56 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $202.28 and a 1-year high of $450.16. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The business has a fifty day moving average price of $386.53 and a 200-day moving average price of $347.24. The company has a market capitalization of $2.31 trillion, a PE ratio of 36.99, a PEG ratio of 1.27 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. As a group, equities analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.04%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Broker coverage remains constructive, with Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) receiving an average “Buy” rating, reinforcing investor confidence in its earnings and growth outlook. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) Given Average Rating of “Buy” by Brokerages
• Positive Sentiment: Several reports say TSMC remains at the center of AI chip supply, with demand for advanced semiconductors still strong and investors viewing the company as a key pick in the AI boom. TSMC boss upbeat on outlook as AI boom shows no sign of easing
• Positive Sentiment: Market commentary continues to position TSM as a strategic long-term winner, with articles emphasizing its dominance in the AI compute supply chain and its importance to companies like Nvidia and Apple. Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain
• Neutral Sentiment: TSMC shareholders approved 2025 results and charter changes at the annual meeting, a governance update that does not appear to be a major direct catalyst for the stock. TSMC Shareholders Approve 2025 Results and Charter Changes at June 4 Meeting
• Negative Sentiment: Some investors may be reacting to comments from CEO C.C. Wei that AI chip shortages could persist for years and that TSMC is still working to expand U.S. production, which underscores supply constraints and cost pressure. TSMC boss bets big on AI growth, says he’d ‘like’ to hike chip prices

Wall Street Analyst Weigh In

A number of research firms have issued reports on TSM. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, March 20th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Two investment 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. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing 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.