Calamos Advisors LLC Purchases 10,992 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Calamos Advisors LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 9.5% during the 1st quarter, HoldingsChannel.com reports. The firm owned 126,396 shares of the semiconductor company’s stock after buying an additional 10,992 shares during the quarter. Calamos Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $42,716,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in TSM. Brighton Jones LLC lifted its stake in Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company’s stock worth $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new stake in Taiwan Semiconductor Manufacturing during the second quarter worth about $701,000. Bank of Nova Scotia boosted its stake in Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company’s stock worth $3,556,000 after buying an additional 1,784 shares in the last quarter. FWL Investment Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 26.5% in the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company’s stock valued at $57,000 after purchasing an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at about $270,000. Hedge funds and other institutional investors own 16.51% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on TSM shares. DA Davidson restated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Bank of America lifted their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Finally, Susquehanna lifted their target price on shares of Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the stock a “positive” rating in a report on Monday, June 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average target price of $449.38.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the sale, the vice president directly owned 2,495,165 shares in the company, valued at $174,237,371.95. This trade represents a 7.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were acquired at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the acquisition, the vice president owned 5,000 shares of the company’s stock, valued at approximately $395,950. This trade represents a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 6,857 shares of company stock valued at $512,334 over the last three months. 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 posted record June revenue and beat second-quarter sales expectations, signaling that AI-driven demand remains strong ahead of earnings. Reuters article
• Positive Sentiment: The company said June revenue jumped 67.9% year over year and first-half revenue rose 35.6%, reinforcing momentum in AI and advanced chip demand. CNBC article
• Positive Sentiment: TSMC is expanding its advanced chip packaging capacity in Taiwan, which supports longer-term growth and shows management is investing to meet strong demand. Reuters article
• Neutral Sentiment: Analysts are highlighting TSMC’s upcoming earnings release as a key test for whether AI-chip strength can keep driving the stock higher. Zacks article
• Neutral Sentiment: Broader market weakness and a selloff in memory-chip stocks are creating mixed sector sentiment, which may be tempering enthusiasm despite TSMC’s strong results. Yahoo Finance article
• Negative Sentiment: Some commentary suggests investors are questioning how long the AI spending boom can last, which could limit upside after the rally. Barron's article

Taiwan Semiconductor Manufacturing Trading Down 2.9%

Shares of NYSE:TSM opened at $421.43 on Tuesday. 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 stock has a market capitalization of $2.19 trillion, a price-to-earnings ratio of 35.06, a PEG ratio of 1.09 and a beta of 1.36. The stock’s 50-day simple moving average is $426.65 and its two-hundred day simple moving average is $375.34. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $223.70 and a 52-week high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, beating analysts’ consensus estimates of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The business had revenue of $35.49 billion during the quarter, compared to analysts’ expectations of $35.47 billion. During the same period in the prior year, the company earned $2.12 earnings per share. The firm’s revenue was up 40.6% on a year-over-year basis. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 EPS 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 is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 24.71%.

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.