Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). In a filing disclosed on April 14th, the Representative disclosed that they had sold between $1,001 and $15,000 in Taiwan Semiconductor Manufacturing stock on March 11th. The trade occurred in the Representative’s “MERRILL LYNCH LONG TERM GROWTH” account.

Representative Julie Johnson also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 3/21/2025.
• Sold $1,001 – $15,000 in shares of Accenture (NYSE:ACN) on 3/19/2025.
• Purchased $1,001 – $15,000 in shares of The Cigna Group (NYSE:CI) on 3/19/2025.
• Sold $1,001 – $15,000 in shares of Accenture (NYSE:ACN) on 3/14/2025.
• Sold $1,001 – $15,000 in shares of Accenture (NYSE:ACN) on 3/12/2025.
• Purchased $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 3/12/2025.
• Sold $1,001 – $15,000 in shares of Webster Financial (NYSE:WBS) on 3/11/2025.
• Sold $1,001 – $15,000 in shares of Sonos (NASDAQ:SONO) on 3/11/2025.
• Sold $1,001 – $15,000 in shares of Teradyne (NASDAQ:TER) on 3/3/2025.
• Sold $1,001 – $15,000 in shares of Zoetis (NYSE:ZTS) on 3/3/2025.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM traded up $1.52 on Thursday, hitting $153.19. 20,363,824 shares of the stock traded hands, compared to its average volume of 15,895,277. Taiwan Semiconductor Manufacturing Company Limited has a 12 month low of $125.78 and a 12 month high of $226.40. The business’s fifty day moving average is $175.99 and its two-hundred day moving average is $190.27. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.30 and a current ratio of 2.57. The firm has a market capitalization of $794.53 billion, a price-to-earnings ratio of 21.76, a PEG ratio of 0.66 and a beta of 1.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, January 16th. The semiconductor company reported $2.24 earnings per share for the quarter, beating the consensus estimate of $2.16 by $0.08. Taiwan Semiconductor Manufacturing had a return on equity of 30.47% and a net margin of 40.51%. As a group, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Limited will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, July 10th. Shareholders of record on Thursday, June 12th will be given a $0.6855 dividend. The ex-dividend date of this dividend is Thursday, June 12th. This represents a $2.74 annualized dividend and a yield of 1.79%. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.55. Taiwan Semiconductor Manufacturing’s payout ratio is currently 30.68%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the company. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $240.00 to $255.00 and gave the stock an “overweight” rating in a research report on Friday, January 17th. StockNews.com cut Taiwan Semiconductor Manufacturing from a “buy” rating to a “hold” rating in a research note on Tuesday, January 28th. Susquehanna lowered their price objective on shares of Taiwan Semiconductor Manufacturing from $265.00 to $250.00 and set a “positive” rating for the company in a report on Thursday. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $225.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research note on Thursday. Two equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $220.00.

Institutional Investors Weigh In On Taiwan Semiconductor Manufacturing

Several institutional investors and hedge funds have recently modified their holdings of TSM. Price T Rowe Associates Inc. MD lifted its position in Taiwan Semiconductor Manufacturing by 67.0% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 10,365,404 shares of the semiconductor company’s stock valued at $2,047,065,000 after acquiring an additional 4,158,772 shares in the last quarter. Jennison Associates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 72.9% in the 4th quarter. Jennison Associates LLC now owns 6,949,520 shares of the semiconductor company’s stock worth $1,372,461,000 after buying an additional 2,931,209 shares in the last quarter. FMR LLC lifted its stake in Taiwan Semiconductor Manufacturing by 4.6% during the 4th quarter. FMR LLC now owns 58,547,257 shares of the semiconductor company’s stock valued at $11,562,498,000 after acquiring an additional 2,572,488 shares during the period. Sarasin & Partners LLP bought a new stake in shares of Taiwan Semiconductor Manufacturing in the first quarter worth approximately $362,773,000. Finally, Franklin Resources Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 32.3% during the fourth quarter. Franklin Resources Inc. now owns 8,498,063 shares of the semiconductor company’s stock valued at $1,678,283,000 after purchasing an additional 2,074,329 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others.