Well Done LLC Grows Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Well Done LLC grew its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 32.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,050 shares of the semiconductor company’s stock after acquiring an additional 1,716 shares during the period. Well Done LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,142,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of TSM. Argentarii LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $849,000. Signal Advisors Wealth LLC raised its holdings in Taiwan Semiconductor Manufacturing by 23.7% in the 4th quarter. Signal Advisors Wealth LLC now owns 1,480 shares of the semiconductor company’s stock worth $450,000 after purchasing an additional 284 shares during the period. Olistico Wealth LLC acquired a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth about $76,000. Silverleafe Capital Partners LLC purchased a new position in Taiwan Semiconductor Manufacturing during the fourth quarter worth approximately $1,154,000. Finally, Corundum Group Inc. boosted its position in Taiwan Semiconductor Manufacturing by 53.1% during the fourth quarter. Corundum Group Inc. now owns 1,358 shares of the semiconductor company’s stock worth $413,000 after purchasing an additional 471 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

TSM has been the subject of a number of recent analyst reports. Sanford C. Bernstein restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Citigroup reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. The Goldman Sachs Group reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $391.43.

Insiders Place Their Bets

In other news, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction dated Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. 1.11% of the stock is owned by insiders.

Taiwan Semiconductor Manufacturing Stock Down 6.3%

Shares of TSM opened at $325.89 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $134.25 and a 52-week high of $390.20. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The stock has a fifty day simple moving average of $349.14 and a two-hundred day simple moving average of $312.00. The company has a market capitalization of $1.69 trillion, a PE ratio of 30.60, a price-to-earnings-growth ratio of 0.96 and a beta of 1.29.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The firm had revenue of $30.65 billion for the quarter. As a group, equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be issued a $0.9503 dividend. This represents a $3.80 annualized dividend and a yield of 1.2%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s payout ratio is presently 28.36%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Insider buying reported this week, cited by market coverage, signals confidence from company insiders and can be a short-term support for the stock. Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 1.3% on Insider Buying Activity
• Positive Sentiment: Bor‑Zen Tien (insider) acquired 1,000 shares, another small vote of confidence from an insider that can help sentiment. Bor-Zen Tien Acquires 1,000 Shares of Taiwan Semiconductor Manufacturing
• Positive Sentiment: Analyst and media pieces reiterate TSMC’s central role in the AI chip supply chain — positioning the foundry as a structural beneficiary of the multi‑year AI capex cycle. TSMC Has a Monopoly on Making AI Chips. Here’s Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom.
• Positive Sentiment: Market commentary highlights an industry “silicon squeeze” and pricing power for chip designers, which indirectly supports TSMC’s pricing leverage and utilization rates. The Silicon Squeeze: AI Pricing Power Lifts Chip Stocks (TSM)
• Neutral Sentiment: Arm’s launch of its AGI CPU uses TSMC 3nm manufacturing — a validation of fab demand — but Arm’s move also intensifies competition in data‑center silicon. Arm’s New Gambit: Building Chips to Challenge the AI Titans (TSM)
• Neutral Sentiment: Industry roundups list TSMC among core AI infrastructure plays (with Broadcom, Micron), underlining consensus exposure to AI demand but offering limited new catalyst. TSMC (TSM), Broadcom (AVGO), and Micron (MU): Three AI Infrastructure Plays Beyond Nvidia
• Negative Sentiment: Form 13F coverage flags that one mega‑cap member saw institutional net selling in the December quarter — headlines like this can amplify outflows and weigh on TSMC if investors perceive reduced institutional demand. Institutional Investors Are Selling One of Wall Street’s Premier Trillion-Dollar Club Members (No, Not Nvidia!)
• Negative Sentiment: Geopolitical coverage around the Iran conflict and renewed focus on Taiwan risk raises the perceived political/geographic risk premium for TSMC, pressuring multiples and investor appetite. The Iran War Puts a Spotlight on Taiwan Risk. There’s More at Stake for Your Portfolio.

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.