Midwest Professional Planners LTD. Purchases 10,286 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Midwest Professional Planners LTD. increased its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 223.0% during the first quarter, Holdings Channel.com reports. The institutional investor owned 14,898 shares of the semiconductor company’s stock after purchasing an additional 10,286 shares during the period. Taiwan Semiconductor Manufacturing accounts for 1.2% of Midwest Professional Planners LTD.’s investment portfolio, making the stock its 25th largest holding. Midwest Professional Planners LTD.’s holdings in Taiwan Semiconductor Manufacturing were worth $5,035,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TSM. Blackhawk Capital Partners LLC grew its holdings in Taiwan Semiconductor Manufacturing by 3.6% during the 1st quarter. Blackhawk Capital Partners LLC now owns 26,432 shares of the semiconductor company’s stock valued at $8,933,000 after buying an additional 922 shares in the last quarter. Nolet Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 12.4% during the 1st quarter. Nolet Wealth Management LLC now owns 1,097 shares of the semiconductor company’s stock worth $371,000 after acquiring an additional 121 shares in the last quarter. Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of Taiwan Semiconductor Manufacturing by 15.2% during the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,390,459 shares of the semiconductor company’s stock valued at $470,882,000 after acquiring an additional 183,610 shares during the last quarter. NFSG Corp boosted its position in shares of Taiwan Semiconductor Manufacturing by 284.9% during the 1st quarter. NFSG Corp now owns 3,545 shares of the semiconductor company’s stock valued at $1,198,000 after acquiring an additional 2,624 shares during the last quarter. Finally, Aubrey Capital Management Ltd grew its holdings in shares of Taiwan Semiconductor Manufacturing by 628.0% in the first quarter. Aubrey Capital Management Ltd now owns 14,560 shares of the semiconductor company’s stock valued at $4,921,000 after purchasing an additional 12,560 shares in the last quarter. 16.51% of the stock is owned by institutional investors.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The shares were 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 of the company’s stock, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Bor-Zen Tien purchased 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 19th. The shares were purchased at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. This trade represents a 22.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought 6,857 shares of company stock worth $512,334 over the last quarter. Insiders own 1.11% of the company’s stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Reuters said TSMC is expected to post a fifth straight quarter of record earnings, with second-quarter net profit likely up 59% year over year thanks to booming AI infrastructure spending. TSMC’s second-quarter profit seen hitting record on AI boom
• Positive Sentiment: Wedbush reiterated an Outperform rating, saying TSMC’s monthly revenue trends suggest it likely beat its prior second-quarter revenue estimate by about 1%, which would reinforce the company’s AI growth story. Taiwan Semiconductor Manufacturing Company heads into earnings with Wedbush expecting continued AI-driven growth
• Positive Sentiment: Several reports highlighted TSMC’s June sales surge and strong AI-driven demand, which investors view as evidence that the company remains the key manufacturing bottleneck for advanced chips used by Nvidia, Meta and other large customers. TSMC's 68% Sales Surge Just Validated This Billionaire's $9.5 Billion Bet
• Neutral Sentiment: Investors are also watching TSMC’s earnings as a broader test of whether Big Tech will keep spending aggressively on AI chips, making the report a major catalyst but not necessarily a one-way outcome. TSMC Earnings Will Be a Crucial Test for AI Thursday
• Negative Sentiment: One possible headwind is pricing pressure from ASML, after reports that TSMC is pushing back against proposed price increases on chipmaking tools, which could modestly squeeze margins if equipment costs rise. ASML has room to raise prices, CFO says

Analyst Ratings Changes

Several brokerages recently weighed in on TSM. Bank of America boosted their price target on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Susquehanna increased their price objective on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a “positive” rating in a research report on Monday, June 22nd. Barclays lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $449.38.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $419.43 on Thursday. The company has a market cap of $2.18 trillion, a P/E ratio of 34.89, a P/E/G ratio of 1.05 and a beta of 1.36. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The business’s 50 day moving average price is $427.18 and its 200-day moving average price is $377.06. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $223.70 and a fifty-two 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 (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $0.18. The company had revenue of $35.49 billion during the quarter, compared to the consensus estimate of $35.47 billion. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.Taiwan Semiconductor Manufacturing’s revenue was up 40.6% on a year-over-year basis. During the same period last year, the company earned $2.12 earnings per share. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.44 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 24.71%.

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.