Ninepoint Partners LP Invests $6.25 Million in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Ninepoint Partners LP purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 13,078 shares of the semiconductor company’s stock, valued at approximately $6,246,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Tiger Global Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 49.4% in the 1st quarter. Tiger Global Management LLC now owns 5,565,074 shares of the semiconductor company’s stock valued at $1,880,717,000 after purchasing an additional 1,839,600 shares during the last quarter. Van ECK Associates Corp boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 11.1% in the fourth 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 during the period. Life Cycle Investment Partners Ltd purchased a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $495,163,000. T. Rowe Price Investment Management Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 168.6% in 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 acquiring an additional 1,313,917 shares during the period. Finally, SurgoCap Partners LP purchased a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $360,443,000. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, VP Shyue-Shyh Lin purchased 2,000 shares of the stock in a transaction dated Sunday, July 19th. The shares were acquired at an average cost of $71.71 per share, with a total value of $143,420.00. Following the purchase, the vice president directly owned 28,269 shares in the company, valued at $2,027,169.99. This trade represents a 7.61% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was bought at an average price of $74.50 per share, with a total value of $74,500.00. Following the acquisition, the vice president directly owned 6,000 shares in the company, valued at approximately $447,000. This represents a 20.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders acquired 17,662 shares of company stock worth $1,307,491. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Trading Up 1.0%

NYSE TSM opened at $416.02 on Friday. The stock has a market capitalization of $2.16 trillion, a P/E ratio of 30.02, a P/E/G ratio of 0.94 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $225.63 and a 52-week high of $479.00. The firm has a 50-day moving average price of $425.76 and a 200 day moving average price of $393.05. The company has a quick ratio of 2.25, a current ratio of 2.46 and a debt-to-equity ratio of 0.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The company had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 39.25% and a net margin of 50.31%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.44 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 7th. Investors of record on Thursday, December 10th will be issued a dividend of $1.0854 per share. This represents a $4.34 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, December 10th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 21.43%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on TSM shares. Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, August 12th. Needham & Company LLC raised their price target on Taiwan Semiconductor Manufacturing from $480.00 to $530.00 and gave the stock a “buy” rating in a report on Monday, July 27th. TD Cowen upped their price objective on Taiwan Semiconductor Manufacturing from $400.00 to $440.00 and gave the company a “hold” rating in a research note on Friday, July 17th. Finally, Susquehanna boosted their target price on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $524.25.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Samsung Electronics is reportedly raising prices on select advanced foundry services by as much as 15% because of strong demand from AI-chip customers, including Nvidia, Apple and Tesla. The move could improve TSMC’s pricing power and reinforce its competitive position. Samsung chip price increases
• Positive Sentiment: Analysts continue to favor TSMC over GlobalFoundries, citing stronger leading-edge demand, faster growth prospects and a more attractive valuation relative to its expected expansion. TSMC versus GlobalFoundries
• Positive Sentiment: Investor commentary remains bullish on TSMC’s AI exposure following a strong quarterly performance and reports of a planned $100 billion U.S. investment. The longer-term upside depends on successful execution of its next-generation manufacturing ramp. TSMC AI growth outlook
• Positive Sentiment: Vice President Lipen Yuan disclosed two purchases totaling 1,350 shares, increasing the reported position by roughly 20%. Insider buying can provide a modest confidence signal, although the transactions are too small to materially affect valuation. TSMC insider purchase filing
• Neutral Sentiment: Comparisons with ASML and broader coverage of TSMC’s history emphasize its strategic importance as the world’s largest contract chipmaker, but do not introduce a major new company-specific catalyst. TSMC versus ASML
• Negative Sentiment: Capacity strains could limit TSMC’s ability to fully capture surging AI demand, while the stock’s premium valuation leaves less room for execution disappointments. Reports that TSMC trades well above estimated fair value add to the downside risk. TSMC capacity strains

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.