2,253 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Providence First Trust Co

Providence First Trust Co purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,253 shares of the semiconductor company's stock, valued at approximately $685,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Stephens Consulting LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th 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. Ares Financial Consulting LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $29,000. Resources Management Corp CT ADV bought a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $32,000. Maseco LLP bought a new position in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $35,000. Finally, Cedar Wealth Management LLC grew its holdings in Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after buying an additional 64 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were purchased at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 1.11% of the company's stock.

Analyst Ratings Changes

Several analysts have weighed in on the company. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Dbs Bank raised Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a report on Friday, January 23rd. TD Cowen upped their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a "hold" rating in a report on Friday, January 16th. Zacks Research lowered shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Finally, Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Buy" and a consensus target price of $404.29.

Taiwan Semiconductor Manufacturing Trading Down 1.8%

NYSE:TSM opened at $394.37 on Wednesday. The stock has a fifty day simple moving average of $359.51 and a 200 day simple moving average of $328.68. The firm has a market capitalization of $2.04 trillion, a price-to-earnings ratio of 32.81, a price-to-earnings-growth ratio of 1.17 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $170.59 and a 1-year high of $414.50. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (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. Sell-side analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 24.71%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Inclusion in thematic AI/infra discussions — TSM is named among the “AIR 7” group of infrastructure-oriented tech stocks being recommended for AI exposure, reinforcing its role as a core AI-infrastructure name. Read More.
• Positive Sentiment: Analyst checks highlight extremely strong AI demand and supply constraints, supporting continued revenue/capacity tailwinds for TSM. Read More.
• Positive Sentiment: Longer-term bull case: some outlets forecast multi‑year upside (e.g., “3x by 2030”) based on TSMC’s central role in AI infrastructure and advanced nodes. Read More.
• Positive Sentiment: Big cloud/AI buildouts (e.g., reported multi‑year capex plans) are cited as catalysts that could meaningfully lift demand for TSM’s capacity. Read More.
• Neutral Sentiment: Relative performance: TSM lagged some peers in April (Qualcomm, Broadcom outperformed), suggesting rotation within the chip group even as overall demand remains strong. Read More.
• Negative Sentiment: Apple exploratory talks with Intel and Samsung are the immediate catalyst for weakness — reports that Apple may onshore some main‑processor production lifted Intel shares and prompted investor concern over TSM’s customer concentration and potential lost share. Read More.
• Negative Sentiment: Intel’s reported chance of landing a major chip‑making customer (and the attendant stock move) is an explicit competitive risk to TSM’s foundry dominance if such deals scale. Read More.
• Negative Sentiment: Talent/packaging competition: MediaTek hired a former TSMC executive to advance advanced packaging, signaling rising competition in back-end capabilities that could chip away at TSM’s edge over time. Read More.

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.

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