Kiley Juergens Wealth Management LLC Invests $1.27 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Kiley Juergens Wealth Management LLC acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the first quarter, according to its most recent 13F filing with the SEC. The firm acquired 3,755 shares of the semiconductor company’s stock, valued at approximately $1,269,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Van ECK Associates Corp lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% during the 4th quarter. Van ECK Associates Corp now owns 17,464,962 shares of the semiconductor company’s stock valued at $5,307,428,000 after acquiring an additional 1,750,824 shares in the last quarter. Life Cycle Investment Partners Ltd acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $495,163,000. T. Rowe Price Investment Management Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 168.6% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,093,115 shares of the semiconductor company’s stock valued at $636,077,000 after buying an additional 1,313,917 shares during the period. SurgoCap Partners LP purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter valued at about $360,443,000. Finally, Capital Research Global Investors lifted its position in Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after acquiring an additional 1,281,648 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien bought 2,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were purchased 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. The trade was a 22.10% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, VP Lipen Yuan bought 1,000 shares of the stock in a transaction dated Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, with a total value of $79,190.00. Following the completion of the acquisition, the vice president directly owned 5,000 shares of the company’s stock, valued at approximately $395,950. The trade was a 25.00% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have acquired 5,496 shares of company stock worth $404,567. 1.11% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research firms have recently commented on TSM. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. DA Davidson reaffirmed a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Needham & Company LLC upped their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Finally, Barclays raised their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Buy” and an average price target of $449.38.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE:TSM traded down $22.55 during trading hours on Tuesday, reaching $429.24. 4,939,798 shares of the stock were exchanged, compared to its average volume of 13,906,723. The stock has a market capitalization of $2.23 trillion, a P/E ratio of 35.72, a P/E/G ratio of 1.09 and a beta of 1.36. The firm has a 50 day simple moving average of $421.78 and a 200-day simple moving average of $369.10. 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 Company Ltd. has a 52 week low of $223.70 and a 52 week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. During the same period in the previous year, the business earned $2.12 EPS. The business’s quarterly revenue was up 40.6% on a year-over-year basis. As a group, sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share 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 issued a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.12%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s AI-related foundry demand remains very strong, with its 3nm capacity reported at full utilization and price increases on advanced nodes helping expand margins. Silicon Starvation: Amazon Feasts on Legacy GPUs
• Positive Sentiment: Several recent articles say investors are rotating into AI chip and memory stocks, reinforcing the broader semiconductor rally and supporting TSMC’s valuation. The AI Trade Is Off to a Hot Start This Week as Chip, Memory Stocks Surge
• Positive Sentiment: Analysts continue to highlight TSMC as a key winner in AI supply chains, with recent notes pointing to strong growth in advanced logic wafer demand and rising price targets. Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont?
• Neutral Sentiment: Goldman Sachs reportedly turned more cautious on TSMC, which could weigh on sentiment even though the article does not detail the full reasoning. Goldman Sachs turns its back on major semiconductor stock Taiwan Semiconductor Manufacturing

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.