Sequoia Financial Advisors LLC Purchases 4,250 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sequoia Financial Advisors LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 6.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 66,159 shares of the semiconductor company’s stock after buying an additional 4,250 shares during the period. Sequoia Financial Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $22,358,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the business. Quattro Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $25,000. Hilton Head Capital Partners LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth about $27,000. Stephens Consulting LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 41 shares in the last quarter. Strategic Advocates LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 62.1% during the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares in the last quarter. Finally, Ares Financial Consulting LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 4th quarter valued at approximately $29,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on TSM. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Barclays lifted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Weiss Ratings restated a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Finally, Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $449.38.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock traded down $2.32 during midday trading on Friday, reaching $434.64. 9,565,399 shares of the company’s stock traded hands, compared to its average volume of 13,176,973. The company has a 50-day simple moving average of $426.14 and a two-hundred day simple moving average of $373.89. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $223.70 and a 1-year high of $479.00. The company has a market cap of $2.25 trillion, a price-to-earnings ratio of 36.16, a PEG ratio of 1.10 and a beta of 1.36.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its earnings results on Wednesday, April 15th. The semiconductor company reported $3.49 EPS for the quarter, topping the consensus estimate of $3.31 by $0.18. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The company had revenue of $35.49 billion for the quarter, compared to analysts’ expectations of $35.47 billion. During the same quarter in the prior year, the business earned $2.12 earnings per share. The business’s revenue for the quarter was up 40.6% on a year-over-year basis. On average, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.39 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. Shareholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s payout ratio is currently 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Multiple company insiders, including CEO Che-Chia Wei and several senior executives, bought TSM shares this week. Investors often view broad insider buying as a signal of management confidence in the company’s outlook and valuation. CEO insider purchase filing
• Positive Sentiment: TSMC remains a dominant foundry, with about 73% global market share and deep exposure to AI leaders such as Nvidia, AMD, and Broadcom, reinforcing the view that it remains a core beneficiary of AI infrastructure spending. Article on TSMC market share and competitors
• Positive Sentiment: Commentary around TSMC’s photonics roadmap and its central role in the AI buildout is keeping investors focused on long-term growth catalysts, especially if the company can ease future chip bottlenecks. TSMC photonic ramp article
• Neutral Sentiment: TSMC is drawing heavy attention ahead of next week’s earnings report, with several bullish articles suggesting results could be a catalyst, but investors are still waiting for actual guidance and margins to confirm the next move. Prediction: TSMC Stock Is Going to Soar After July 16
• Negative Sentiment: Reports that Japan’s Rapidus wants to mass-produce 2 nm chips in 2027 are raising competitive concerns, because any credible new rival could pressure TSMC’s long-term pricing power and technology lead. A Potential New Rival Wants to Undercut TSMC

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Monday, June 29th. The shares were bought at an average cost of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the transaction, the vice president owned 12,051 shares of the company’s stock, valued at approximately $923,588.64. This trade represents a 9.05% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP Lipen Yuan purchased 1,000 shares of the firm’s stock in a transaction dated Monday, June 22nd. The shares were bought at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president directly owned 5,000 shares of the company’s stock, valued at $395,950. The trade was a 25.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders purchased 6,857 shares of company stock worth $512,334. 1.11% of the stock is currently owned by corporate insiders.

Taiwan Semiconductor Manufacturing Company 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.