Marks Group Wealth Management Inc Raises Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Marks Group Wealth Management Inc increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 38.7% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 10,438 shares of the semiconductor company’s stock after acquiring an additional 2,911 shares during the period. Marks Group Wealth Management Inc’s holdings in Taiwan Semiconductor Manufacturing were worth $3,172,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Shannon River Fund Management LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter worth $2,430,000. Capital Research Global Investors boosted its position in shares of Taiwan Semiconductor Manufacturing by 66.3% during the fourth quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company’s stock worth $976,821,000 after buying an additional 1,281,648 shares during the period. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $961,000. Meridian Wealth Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 27.9% during the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company’s stock worth $20,049,000 after buying an additional 14,406 shares during the period. Finally, Boyer Financial Services Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $648,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC highlighted manufacturing progress at its 2026 Technology Symposium, including accelerated fab expansion, which reinforces confidence in its capacity to support AI and advanced-chip demand. TSMC (TSM) Showcases Manufacturing Excellence at 2026 Technology Symposium
• Positive Sentiment: TSMC’s AI leadership remains a bullish theme, with coverage noting it as a top AI stock in billionaire Ken Fisher’s portfolio, which can attract investor interest in the stock. Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
• Positive Sentiment: TSMC and Nvidia announced a broader partnership to apply AI across TSMC’s manufacturing operations, underscoring TSMC’s central role in the AI chip ecosystem and potential efficiency gains. TSMC Nvidia AI Partnership Puts Factory Efficiency And Valuation In Focus
• Neutral Sentiment: Broader market strength in technology stocks is also supporting TSMC, with indexes higher as investors rotate back into big tech and AI-related names. Equities Mostly Rise Intraday as Tech Jumps, Markets Monitor Middle East Developments
• Negative Sentiment: Alphabet said it will use Intel for part of its custom AI chip production in 2028, reflecting capacity constraints at TSMC and suggesting some AI hardware demand could shift away from TSMC over time. Alphabet Intel Chip Pact Reshapes AI Supply Chain And Investor Outlook
• Negative Sentiment: One article also warned that a broader AI-stock unwind in Taiwan and Korea has triggered volatility and forced selling in semiconductor-heavy markets, which could weigh on sentiment for TSMC despite strong fundamentals. The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, Taiwan

Analysts Set New Price Targets

Several equities analysts have commented on TSM shares. 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. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, DA Davidson reiterated a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. Two 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, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and an average target price of $404.29.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Bor-Zen Tien purchased 2,000 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was acquired at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the purchase, the vice president owned 11,051 shares of the company’s stock, valued at $772,575.41. This 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 90 days, insiders acquired 3,346 shares of company stock worth $218,005. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Stock Up 2.9%

Taiwan Semiconductor Manufacturing stock opened at $427.11 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $205.87 and a 1-year high of $450.16. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The stock has a market cap of $2.22 trillion, a PE ratio of 35.53, a P/E/G ratio of 1.21 and a beta of 1.39. The stock’s fifty day moving average is $389.92 and its two-hundred day moving average is $349.23.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s payout ratio is 24.71%.

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.