Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by First Trust Advisors LP

First Trust Advisors LP lessened its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 18.4% in the first quarter, Holdings Channel reports. The institutional investor owned 518,364 shares of the semiconductor company’s stock after selling 117,029 shares during the quarter. First Trust Advisors LP’s holdings in Taiwan Semiconductor Manufacturing were worth $175,181,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in TSM. Insight Advisors LLC PA boosted its stake in Taiwan Semiconductor Manufacturing by 6.9% during the 1st quarter. Insight Advisors LLC PA now owns 1,850 shares of the semiconductor company’s stock valued at $625,000 after acquiring an additional 120 shares during the last quarter. Barometer Capital Management Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter worth about $1,517,000. Himension Capital Singapore PTE. LTD. increased its position in shares of Taiwan Semiconductor Manufacturing by 7.8% in the 1st quarter. Himension Capital Singapore PTE. LTD. now owns 1,139,251 shares of the semiconductor company’s stock worth $385,010,000 after purchasing an additional 82,251 shares during the last quarter. ABN Amro Investment Solutions raised its stake in shares of Taiwan Semiconductor Manufacturing by 44.0% in the 1st quarter. ABN Amro Investment Solutions now owns 406,645 shares of the semiconductor company’s stock valued at $137,426,000 after purchasing an additional 124,214 shares in the last quarter. Finally, Pacific Sun Financial Corp acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 1st quarter valued at about $216,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

Analysts Set New Price Targets

Several brokerages have recently commented on TSM. Citigroup reaffirmed a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, July 6th. Susquehanna upped their price objective on Taiwan Semiconductor Manufacturing from $575.00 to $600.00 and gave the company a “positive” rating in a research note on Thursday, July 16th. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $625.00 to $650.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Zacks Research upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Bank of America boosted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing presently has an average rating of “Buy” and an average price target of $490.00.

Insider Buying and Selling

In other news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was bought 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 owned 11,051 shares in the company, valued at $772,575.41. The trade was a 22.10% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Lipen Yuan acquired 1,000 shares of the company’s stock in a transaction that occurred 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 acquisition, the vice president owned 5,000 shares in the company, valued at approximately $395,950. This trade represents a 25.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased a total of 6,857 shares of company stock worth $512,334 in the last three months. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Trading Down 0.6%

NYSE TSM opened at $422.09 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $223.70 and a one year high of $479.00. The company has a 50-day simple moving average of $427.76 and a 200-day simple moving average of $380.89. 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 firm has a market capitalization of $2.19 trillion, a PE 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 released its quarterly earnings data on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share for the quarter. The firm had revenue of $39.89 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 50.31% and a return on equity of 40.88%. On average, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.21 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a dividend of $1.1136 per share. This represents a $4.45 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Wednesday, September 16th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 21.43%.

About Taiwan Semiconductor Manufacturing

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.