Manchester Global Management UK Ltd Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Manchester Global Management UK Ltd reduced its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 30.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 94,275 shares of the semiconductor company’s stock after selling 41,538 shares during the quarter. Taiwan Semiconductor Manufacturing comprises 3.9% of Manchester Global Management UK Ltd’s investment portfolio, making the stock its 14th largest holding. Manchester Global Management UK Ltd’s holdings in Taiwan Semiconductor Manufacturing were worth $28,649,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Quattro Advisors LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $25,000. Hilton Head Capital Partners LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $27,000. Stephens Consulting LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after buying an additional 41 shares during the last quarter. Strategic Advocates LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock worth $28,000 after buying an additional 36 shares during the last quarter. Finally, Ares Financial Consulting LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE TSM opened at $426.34 on Wednesday. The business’s 50 day moving average price is $400.82 and its 200 day moving average price is $355.22. The firm has a market cap of $2.21 trillion, a P/E ratio of 35.47, a P/E/G ratio of 1.29 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $206.20 and a 52 week high of $450.16. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be given a $1.1136 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is currently 29.20%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 2,000 shares of the company’s stock in a transaction that occurred on 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 transaction, the vice president directly owned 11,051 shares in the company, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Lipen Yuan bought 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was purchased at an average price of $75.26 per share, for a total transaction of $75,260.00. Following the transaction, the vice president owned 4,000 shares of the company’s stock, valued at $301,040. The trade was a 33.33% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 4,496 shares of company stock worth $304,667 over the last quarter. Insiders own 1.11% of the company’s stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC signed a 10-year advanced packaging deal with Amkor in Arizona, strengthening its U.S. supply-chain footprint and supporting long-term growth in advanced chip packaging demand. TSMC and Amkor Sign 10-Year Advanced Packaging Deal in Arizona
• Positive Sentiment: Analysts and investors continue to view TSMC as a key AI beneficiary, citing strong recent results, durable positioning in the AI supply chain, and confidence around its capacity expansion plans. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)
• Positive Sentiment: A TSMC vice president bought additional shares in a recent insider purchase, which can be read as a vote of confidence from management. Taiwan Semiconductor Manufacturing Company Ltd. stock information
• Neutral Sentiment: Market commentary highlighted TSMC as a trending stock and a core holding in AI-focused portfolios, but these pieces were mostly sentiment-driven rather than catalyst-driven. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: News that Alphabet may split next-generation AI processor manufacturing between Samsung and TSMC suggests continued strong demand for TSMC, though it also points to rising competition for future foundry work. Alphabet (GOOGL) In Talks With Samsung For Manufacturing Next-Gen AI Processors
• Negative Sentiment: TSMC’s CEO warned about water and talent shortages, raising concerns about operational constraints that could affect long-term expansion. Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
• Negative Sentiment: A Zacks article noted TSMC fell more than the broader market in the latest session, reflecting broad profit-taking and weaker near-term trading sentiment. TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on TSM. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. DA Davidson reaffirmed a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Barclays boosted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and an average target price of $404.29.

About Taiwan Semiconductor Manufacturing

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.