Pincus Capital Management LP Invests $592,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Pincus Capital Management LP acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 1,947 shares of the semiconductor company’s stock, valued at approximately $592,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Stephens Consulting LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after buying an additional 41 shares during the last quarter. Ares Financial Consulting LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $29,000. Basepoint Wealth LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $31,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $32,000. Finally, Maseco LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $35,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $436.00 on Tuesday. 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 12 month low of $192.20 and a 12 month high of $449.39. The company has a 50 day simple moving average of $380.19 and a two-hundred day simple moving average of $343.92. The stock has a market cap of $2.26 trillion, a price-to-earnings ratio of 36.27, a PEG ratio of 1.22 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $30.65 billion during the quarter. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Investors of record on Wednesday, September 16th will be paid a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is presently 25.04%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: TSMC was linked to Nvidia’s latest AI momentum, with reports that the company is expanding use of Nvidia AI technologies across chip development and manufacturing operations, underscoring the strategic partnership between the two firms. TSMC Expands Use of NVIDIA AI Technologies Across Chip Production Operations
• Positive Sentiment: Multiple articles pointed to TSMC as a key winner from the AI buildout, including commentary that hyperscalers trying to reduce dependence on Nvidia still create more foundry demand for TSMC either way. Hyperscalers Are Trying To Replace Nvidia’s GPUs – TSMC Gets The Upside Either Way
• Positive Sentiment: News that TSMC may raise 3nm chip prices suggested demand remains tight, which can support revenue and margins if customers continue to accept higher pricing. TSMC’s Price Hike Is Bad For Nvidia Margins — And Potentially Great For Nvidia Stock
• Positive Sentiment: Coverage tied TSMC to the broader AI infrastructure surge, highlighting that it remains one of the most important beneficiaries of rising semiconductor demand. The 3 Stocks Riding NVIDIA’s Massive Vera Rubin Rollout
• Neutral Sentiment: TSMC’s ADR premium fell to a two-year low as Taiwan-listed shares outpaced U.S.-listed gains, a valuation/market-structure note rather than a direct fundamental change. TSMC ADR Premium Falls To Two-Year Low As Taipei Shares Surge
• Negative Sentiment: One article flagged TSMC as potentially overvalued after its recent rally, which could temper enthusiasm if investors become more valuation-sensitive. Is Taiwan Semiconductor Manufacturing Co Ltd (TSM) Overvalued After 4.1% Rally? GF Value Says Overvalued
• Negative Sentiment: Reports that TSMC is reducing its stake in Vanguard International Semiconductor may raise some questions about portfolio rebalancing, though it does not appear to be a core operating concern. Why TSMC (TSM) Is Reducing Stake in Vanguard Semiconductor Stock

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien bought 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was purchased at an average price 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 trade represents a 22.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders purchased 3,346 shares of company stock valued at $218,005. Company insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on TSM shares. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Needham & Company LLC lifted their price objective on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Finally, Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus price target of $404.29.

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.