Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Victory Financial Group LLC

Victory Financial Group LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 42.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,290 shares of the semiconductor company’s stock after purchasing an additional 2,163 shares during the period. Victory Financial Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $2,215,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Childress Capital Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 145.3% during the third quarter. Childress Capital Advisors LLC now owns 3,192 shares of the semiconductor company’s stock worth $891,000 after buying an additional 1,891 shares during the period. Shannon River Fund Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $2,430,000. Vanguard Personalized Indexing Management LLC raised its stake in Taiwan Semiconductor Manufacturing by 9.4% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 101,876 shares of the semiconductor company’s stock valued at $28,470,000 after acquiring an additional 8,738 shares in the last quarter. Hantz Financial Services Inc. raised its stake in Taiwan Semiconductor Manufacturing by 28.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 37,216 shares of the semiconductor company’s stock valued at $10,394,000 after acquiring an additional 8,284 shares in the last quarter. Finally, Hollencrest Capital Management boosted its position in Taiwan Semiconductor Manufacturing by 125.3% during the 3rd quarter. Hollencrest Capital Management now owns 5,216 shares of the semiconductor company’s stock worth $1,457,000 after acquiring an additional 2,901 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $337.90 on Wednesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The firm has a market cap of $1.75 trillion, a P/E ratio of 31.73, a PEG ratio of 0.87 and a beta of 1.29. The stock has a fifty day moving average price of $348.54 and a two-hundred day moving average price of $314.32. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

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

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is 28.36%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC plans to install equipment and begin mass production of 3‑nanometre wafers at its second Japanese fab in 2028, underscoring a multi-year commitment to shift advanced node capacity outside Taiwan and support AI/datacenter demand. TSMC plans 3-nanometre chip production launch in Japan in 2028
• Positive Sentiment: Regulatory/board approvals and a ~ $5.26B investment were reported for an ultra‑efficient AI chip “mega‑factory” in Japan to house advanced 3nm processes — a clear signal of TSMC capturing more AI supply‑chain share. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: Company momentum tied to AI extends beyond Japan: TSMC is ramping 2nm production and pushing advanced packaging to capture higher‑value AI and data‑center orders, supporting a reframe of growth and valuation expectations. TSMC 2nm Ramp And AI Demand Reframe Growth And Valuation Narrative Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?
• Positive Sentiment: Unusually large call‑option flows and recent insider purchases suggest speculative and insider confidence in near‑term upside; Wall Street coverage remains mostly bullish with multiple buy/overweight ratings and high median price targets. TSMC Stock (TSM) Extends Gains on AI Chip Japan Expansion Plans TSMC Stock (TSM) Opinions on Capacity Constraints
• Neutral Sentiment: Brand/influence recognition: TSMC was listed among Fast Company’s Most Innovative Companies, a positive reputational note but with limited direct near‑term financial impact. ELEHEAR Named to Fast Company’s Annual List of the World’s Most Innovative Companies of 2026
• Neutral Sentiment: Fund letters and investor commentary reiterate strong underlying demand and long‑term thesis (AI, mobile, automotive), reinforcing institutional interest but not introducing new operational data. Strong Demand Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) Higher in Q4
• Negative Sentiment: Risks remain: very high capex to fund node/geo expansion, concentrated customer exposure, and geopolitical tensions could pressure margins or investment returns; the shares did experience recent pullbacks amid macro/technical selling. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the business’s stock in a transaction on Sunday, March 22nd. The stock was bought at an average cost of $55.93 per share, with a total value of $55,930.00. Following the acquisition, the vice president owned 9,051 shares of the company’s stock, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Company insiders own 1.11% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on the company. UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. 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. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing currently has a consensus rating of “Buy” and a consensus price target of $391.43.

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.