Sequoia Financial Advisors LLC Has $18.81 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sequoia Financial Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 61,909 shares of the semiconductor company’s stock after purchasing an additional 2,864 shares during the period. Sequoia Financial Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $18,813,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Stephens Consulting LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 82.0% during the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 41 shares during the period. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $29,000. Maseco LLP acquired a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at $35,000. Westend Capital Management LLC raised its position in Taiwan Semiconductor Manufacturing by 476.2% during the fourth quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 100 shares during the period. Finally, Cedar Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 64 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Fisher Asset Management increased its TSMC stake by 470,791 shares, signaling institutional confidence and adding a concrete buyer to the register. Fisher Asset Management boosts TSMC stake by 470,791 shares
• Positive Sentiment: TSMC is being highlighted by long‑term buy lists — InsiderMonkey names TSM among the “5 Best Stocks to Buy for the Next 15 Years,” reinforcing buy‑and‑hold narratives for investors focused on secular AI/compute demand. 5 Best Stocks to Buy for the Next 15 Years
• Positive Sentiment: Analyst/strategy pieces continue to cast TSMC as an income/AI exposure play (Zacks includes it among dividend‑paying tech names with AI upside), which supports demand from income‑oriented investors. These 3 Dividend Paying Tech Stocks Offer AI Exposure
• Neutral Sentiment: BofA research says ASML will benefit from demand for existing EUV systems (Low‑NA) more than High‑NA in the near term — favorable for industry equipment orders but only indirectly impacts TSMC’s near‑term revenue. ASML to reap benefits from demand from Low-NA EUV adoption
• Neutral Sentiment: Macro/sector commentary positions TSMC as a “pick‑and‑shovel” AI beneficiary, supporting the long‑term thesis even if short‑term volatility persists. The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
• Neutral Sentiment: Roundup of analyst upgrades/downgrades mentions TSM among movers but without a singular directional catalyst; this keeps intraday flows mixed. SA analyst upgrades/downgrades: TSM, OXY, VLO, HOG
• Negative Sentiment: Apple is holding exploratory talks with Intel and Samsung about producing some processors outside TSMC to reduce supply‑chain/geopolitical risk — this raises the risk of future order diversification away from TSMC. Apple Explores New Chip Suppliers As Investors Weigh Supply Chain Risks
• Negative Sentiment: Seeking Alpha flags “early signs of formidable foundry competition,” highlighting capacity/cost pressures and ramp risks that could weigh on TSMC’s premium pricing over time. TSMC: Early Signs Of Formidable Foundry Competition
• Negative Sentiment: Large, speculative plans (e.g., SpaceX/Terafab) and increased investment from rivals represent a long‑term competitive overhang—highly uncertain but watched by investors as a potential industry disruptor. Elon Musk Plans To Spend Up To $119 Billion On Chip Plant To Take On TSMC

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $414.30 on Friday. The business’s 50-day moving average price is $361.06 and its two-hundred day moving average price is $330.36. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $173.66 and a one year high of $420.00. The company has a market capitalization of $2.15 trillion, a P/E ratio of 34.47, a price-to-earnings-growth ratio of 1.23 and a beta of 1.39.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. Analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current fiscal 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 paid a $0.9503 dividend. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 0.9%. Taiwan Semiconductor Manufacturing’s payout ratio is 24.96%.

Insider Buying and Selling

In other news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the purchase, the vice president directly owned 9,051 shares of the company’s stock, valued at $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 1.11% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on TSM shares. Dbs Bank raised Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a research report on Friday, January 23rd. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Freedom Capital raised Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research report on Thursday, January 15th. Needham & Company LLC upped their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Taiwan Semiconductor Manufacturing has an average rating of “Buy” and a consensus target price of $404.29.

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.