2,918 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by Cannon Capital Management Inc.

Key Points

• Cannon Capital Management acquired a new stake of 2,918 TSM shares (≈$887,000), making the position ~0.8% of its portfolio and its 21st-largest holding, while several other institutions also added TSM positions and institutional ownership stands at 16.51%.
• Wall Street is broadly bullish on TSMC with a consensus "Buy" rating and an average price target of $404.29, supported by recent upgrades and positive notes from firms including Goldman Sachs, Wedbush, Bernstein and Argus.
• TSMC reported quarterly EPS of $3.11 on $30.65 billion in revenue with a 46.97% net margin, trades near all-time highs (opened $393.04; 12‑month high $414.50), has a market cap of about $2.04 trillion, and carries an annualized dividend of $3.80 (≈1.0% yield).

Cannon Capital Management Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,918 shares of the semiconductor company's stock, valued at approximately $887,000. Taiwan Semiconductor Manufacturing comprises 0.8% of Cannon Capital Management Inc.'s portfolio, making the stock its 21st biggest holding.

Other institutional investors also recently bought and sold shares of the company. Heritage Investment Group Inc. purchased a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth about $222,000. Wagner Wealth Management LLC increased its position in shares of Taiwan Semiconductor Manufacturing by 28.6% during the 4th quarter. Wagner Wealth Management LLC now owns 2,250 shares of the semiconductor company's stock valued at $684,000 after purchasing an additional 501 shares during the last quarter. W.G. Shaheen & Associates DBA Whitney & Co lifted its stake in shares of Taiwan Semiconductor Manufacturing by 0.7% in the 4th quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 38,560 shares of the semiconductor company's stock worth $11,718,000 after purchasing an additional 277 shares during the period. GC Wealth Management RIA LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 9.4% in the 4th quarter. GC Wealth Management RIA LLC now owns 31,854 shares of the semiconductor company's stock worth $9,680,000 after purchasing an additional 2,738 shares during the period. Finally, Rachor Investment Advisory Services LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth approximately $64,000. Institutional investors own 16.51% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. TD Cowen boosted their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a "hold" rating in a research report on Friday, January 16th. Wedbush reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. The Goldman Sachs Group reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Sanford C. Bernstein restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 2nd. Finally, Argus raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a report on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Buy" and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Trading Up 0.2%

Taiwan Semiconductor Manufacturing stock opened at $393.04 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $161.75 and a 12-month high of $414.50. The firm has a market capitalization of $2.04 trillion, a price-to-earnings ratio of 32.70, a P/E/G ratio of 1.20 and a beta of 1.35. The firm has a 50 day moving average of $358.31 and a 200 day moving average of $327.17. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.1 earnings per share 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. Investors of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's payout ratio is 24.96%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Analyst bullishness — 24/7 Wall St. publishes a $477 target (~21% upside) that lifts sentiment and supports momentum among growth investors. Price Prediction: TSM Sees 21% Upside as AI Boom Powers $477 Target
• Positive Sentiment: Capacity and roadmap tailwinds — coverage highlights TSMC ramping 2nm capacity ~70% and unveiling A13, signaling a structural revenue boost from AI datacenter chips. That strengthens growth outlook and justifies premium multiples. Why TSMC Is Jacking Up 2nm Production By 70 To Power The AI Future
• Positive Sentiment: Product/technology news — reports on TSMC’s A13 process and features in buy‑lists (InsiderMonkey, Yahoo, 247WallSt) reinforce the narrative that TSMC is the go‑to foundry for advanced AI chips, supporting investor conviction. TSMC Is Doubling Down on AI With A13. Does That Make TSM Stock a Buy?
• Neutral Sentiment: Market leadership and breakout — multiple outlets note TSMC’s breakout to all‑time highs and widespread Buy coverage (most analysts bullish), which supports flows but raises the question of near‑term mean reversion. TSMC Just Broke Out. Yet the Stock Still Looks Strikingly Inexpensive
• Neutral Sentiment: Corporate tidy‑up — TSMC Partners completed the sale of its remaining Arm stake for about $231M; small cash impact but removes a non‑core holding. Taiwan's TSMC exits Arm with $231 million share sale
• Negative Sentiment: Valuation and concentration risks — several pieces flag stretched multiples after the rally and Taiwan’s market concentration in TSMC, which could amplify downside in a broader tech selloff. Why TSMC Is Jacking Up 2nm Production By 70 To Power The AI Future
• Negative Sentiment: Geopolitical and supply‑chain noise — reports on regional tensions and industry headwinds (memory shortages, Middle East conflict) create execution risk for supply chains and demand stability. Taiwan's UMC sees headwinds, but predicts resilient demand and will raise prices

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 1,000 shares of the company's stock in a transaction that occurred on Sunday, March 22nd. The stock was bought at an average price 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 approximately $506,222.43. This represents a 12.42% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 1.11% of the company's stock.

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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