Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Buffalo Business & Estate Services Ltd.

Buffalo Business & Estate Services Ltd. reduced its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 13.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,218 shares of the semiconductor company’s stock after selling 3,516 shares during the quarter. Taiwan Semiconductor Manufacturing comprises approximately 1.1% of Buffalo Business & Estate Services Ltd.’s holdings, making the stock its 17th largest position. Buffalo Business & Estate Services Ltd.’s holdings in Taiwan Semiconductor Manufacturing were worth $7,847,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter valued at $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth about $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 purchasing an additional 41 shares during 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 purchasing an additional 36 shares during the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $29,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: Several prominent investors are reportedly converging on TSM, with billionaire portfolio managers increasing exposure to the chipmaker, reinforcing confidence in its long-term AI and foundry leadership. Article Title
• Positive Sentiment: TSMC is being highlighted as a key beneficiary of AI-related semiconductor demand, helping support sentiment even as investors worry some AI-heavy dividend ETFs may be overly concentrated in chip stocks. Article Title
• Neutral Sentiment: Recent commentary continues to frame TSM as the dominant advanced chip manufacturer, with analysts noting its central role in producing more than 90% of the world’s most advanced chips, but also acknowledging competitive noise from Intel’s foundry push. Article Title
• Negative Sentiment: Intel’s renewed foundry and advanced packaging ambitions could eventually pressure TSM by offering customers more domestic alternatives, especially if Intel’s execution improves and capacity expands. Article Title

Taiwan Semiconductor Manufacturing Stock Up 1.3%

Shares of Taiwan Semiconductor Manufacturing stock opened at $468.07 on Tuesday. The stock’s fifty day moving average is $409.02 and its 200-day moving average is $359.90. The firm has a market capitalization of $2.43 trillion, a PE ratio of 38.94, a price-to-earnings-growth ratio of 1.35 and a beta of 1.39. 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 12-month low of $206.20 and a 12-month high of $476.79.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. Equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. 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 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.12%.

Analyst Upgrades and Downgrades

Several research analysts have commented on TSM shares. Susquehanna upped their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a research report on Monday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, Wall Street Zen upgraded 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 assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of “Buy” and a consensus target price of $429.29.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired 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 approximately $772,575.41. This represents a 22.10% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 3,496 shares of company stock valued at $248,737 over the last quarter. Company insiders own 1.11% of the company’s stock.

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.