Stonebridge Financial Group LLC MO Invests $527,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Stonebridge Financial Group LLC MO purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 1,734 shares of the semiconductor company’s stock, valued at approximately $527,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Summit Wealth Group LLC Co. bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $631,000. World Investment Advisors lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. World Investment Advisors now owns 66,510 shares of the semiconductor company’s stock worth $20,212,000 after acquiring an additional 11,479 shares during the period. Cascades Capital Asset Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 55.8% during the 4th quarter. Cascades Capital Asset Management LLC now owns 2,797 shares of the semiconductor company’s stock worth $850,000 after acquiring an additional 1,002 shares during the period. Northeast Investment Management lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 1.4% during the 4th quarter. Northeast Investment Management now owns 7,204 shares of the semiconductor company’s stock worth $2,189,000 after acquiring an additional 99 shares during the period. Finally, Argos Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth approximately $3,643,000. Institutional investors own 16.51% of the company’s stock.

Taiwan Semiconductor Manufacturing Trading Down 1.8%

NYSE:TSM opened at $397.16 on Wednesday. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $2.06 trillion, a price-to-earnings ratio of 33.04, a PEG ratio of 1.18 and a beta of 1.39. The firm has a fifty day simple moving average of $362.53 and a two-hundred day simple moving average of $332.69. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $187.72 and a 12 month high of $420.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. The firm had revenue of $30.65 billion for the quarter. Analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.25 EPS for the current fiscal year.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC continues to be highlighted as a key AI infrastructure winner, with commentary saying the next phase of AI build-out should deepen demand for its advanced chips and strengthen its long-term competitive position.
• Positive Sentiment: Analyst and market coverage remains supportive, including reports that TSMC carries a consensus “Buy” rating and bullish price targets, which can help investor sentiment. Article Title
• Positive Sentiment: A recent insider filing showed CEO Che-Chia Wei bought additional TSMC shares, a modest but constructive sign of confidence from management. Article Title
• Positive Sentiment: The company also unveiled a major capital injection for its Arizona unit and approved a large capacity expansion, reinforcing its commitment to U.S. manufacturing and future growth capacity. Article Title
• Positive Sentiment: One article argued TSMC could be one of the smartest AI bets in the market, pointing to meaningful upside if AI demand stays strong. Article Title
• Neutral Sentiment: Some coverage noted that TSMC’s valuation has run up sharply this year, so investors are debating whether the stock is still attractively priced after its strong performance.
• Negative Sentiment: A bearish take warned TSMC has become a crowded trade and could be vulnerable to profit-taking if AI capex slows, supply constraints worsen, or geopolitical risks intensify. Article Title
• Negative Sentiment: First Eagle Investment also disclosed a significant reduction in its TSMC stake, which may add to near-term selling pressure. Article Title

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of the company’s stock in a transaction on Sunday, March 22nd. The shares were purchased at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president owned 9,051 shares of the company’s stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders have acquired 1,346 shares of company stock valued at $78,185 over the last 90 days. 1.11% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a research note on Thursday, January 15th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Needham & Company LLC upped their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Barclays upped their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target 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.