Sei Investments Co. Has $875.80 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sei Investments Co. increased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 11.8% in the first quarter, Holdings Channel.com reports. The firm owned 2,591,510 shares of the semiconductor company’s stock after purchasing an additional 274,389 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 0.8% of Sei Investments Co.’s holdings, making the stock its 14th largest holding. Sei Investments Co.’s holdings in Taiwan Semiconductor Manufacturing were worth $875,802,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $27,000. Stephens Consulting LLC lifted its position in Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares in the last quarter. Strategic Advocates LLC lifted its position in Taiwan Semiconductor Manufacturing by 62.1% in the 4th quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC bought a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at $29,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of research reports. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, July 13th. DA Davidson boosted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $500.00 and gave the company a “buy” rating in a report on Friday, July 17th. Barclays upped their price objective on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Bank of America lifted their target price on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. Three 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. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and a consensus target price of $490.00.

Insider Buying and Selling

In related news, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Bor-Zen Tien purchased 1,000 shares of the stock in a transaction on Monday, June 29th. The shares were bought at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the transaction, the vice president directly owned 12,051 shares in the company, valued at approximately $923,588.64. The trade was a 9.05% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have purchased 6,857 shares of company stock worth $512,334. Corporate insiders own 1.11% of the company’s stock.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC is benefiting from surging AI chip demand, with articles pointing to strong revenue growth, expanding profitability, and the view that the company remains a key winner in the AI infrastructure build-out. Article Title
• Positive Sentiment: The company’s reported plan to raise chip manufacturing prices by up to 10% in 2027 is being read as a sign of strong pricing power that could support margins and earnings. Article Title
• Positive Sentiment: TSMC’s enlarged U.S. investment has been interpreted by bullish commentators as confirmation that AI semiconductor demand remains strong and durable for years. Article Title
• Neutral Sentiment: Analyst and market commentary continues to frame TSMC as a long-term AI infrastructure leader, with some saying the stock still looks reasonably valued despite its strong run. Article Title
• Neutral Sentiment: Several pieces note that TSMC’s strong quarter was already expected by many investors, which may be limiting additional upside in the near term. Article Title
• Negative Sentiment: Investors are worried that TSMC’s aggressive spending on U.S. manufacturing and other AI-related capacity could pressure margins for years. Article Title
• Negative Sentiment: Some coverage also suggests TSMC cannot make chips fast enough to fully satisfy demand, raising concerns that rivals may capture some share while the company works through capacity constraints. Article Title

Taiwan Semiconductor Manufacturing Stock Down 0.6%

Taiwan Semiconductor Manufacturing stock opened at $422.09 on Thursday. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The company has a fifty day simple moving average of $427.76 and a 200 day simple moving average of $380.89. The company has a market cap of $2.19 trillion, a P/E ratio of 30.45, a price-to-earnings-growth ratio of 0.99 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. The firm had revenue of $39.89 billion for the quarter. Research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.21 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business 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 dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 21.43%.

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.