Apollon Wealth Management LLC Raises Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Apollon Wealth Management increased its stake in Taiwan Semiconductor Manufacturing by 5.0% in the first quarter, adding 1,764 shares to bring its total to 36,942 shares valued at about $12.5 million.
• Several other institutional investors also adjusted their TSM positions, while institutional ownership overall stands at 16.51% of the company’s stock.
• TSM continues to show strong fundamentals: it reported $3.11 EPS on $30.65 billion in quarterly revenue, raised its quarterly dividend to $1.1136 per share, and has a consensus analyst rating of Buy with a target price of $449.38.

Apollon Wealth Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,942 shares of the semiconductor company's stock after acquiring an additional 1,764 shares during the quarter. Apollon Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $12,485,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC increased its position in Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after buying an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $701,000. Bank of Nova Scotia grew its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock worth $3,556,000 after buying an additional 1,784 shares in the last quarter. FWL Investment Management LLC grew its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock worth $57,000 after buying an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $270,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the company's stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the transaction, the vice president directly owned 2,495,165 shares of the company's stock, valued at $174,237,371.95. This represents a 7.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Bor-Zen Tien purchased 2,000 shares of the business's stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the purchase, the vice president owned 11,051 shares of the company's stock, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought 4,496 shares of company stock worth $327,927 in the last quarter. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $432.49 on Monday. The firm has a market cap of $2.24 trillion, a P/E ratio of 35.98, a price-to-earnings-growth ratio of 1.09 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $221.18 and a 1 year high of $476.79. The stock has a 50-day simple moving average of $413.95 and a 200-day simple moving average of $363.83.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly 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 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion for the quarter. On average, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a yield of 1.0%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 25.12%.

Analyst Upgrades and Downgrades

TSM has been the topic of several recent analyst reports. Weiss Ratings restated a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, June 17th. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Bank of America raised their price objective on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a "buy" rating in a report on Wednesday, June 24th. Finally, Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Buy" and a consensus target price of $449.38.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Aletheia Capital raised its price target on TSM and kept a Buy rating, citing expectations for continued advanced-node growth tied to the AI chip cycle. Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
• Positive Sentiment: Analysts and fund commentary continued to highlight TSM as a core AI infrastructure winner, pointing to strong earnings, pricing power, and its key role in the AI capex cycle. Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
• Positive Sentiment: TSM was also featured in bullish articles calling it a leading long-term AI chip and infrastructure investment, reflecting continued investor enthusiasm for the stock’s fundamentals. Here's Why Taiwan Semiconductor (TSM) May Be the Smartest AI Infrastructure Buy Right Now
• Neutral Sentiment: TSMC disclosed routine updates including heavy capex plans, a bond issuance, and a share capital reduction for May 2026, which appear more operational than market-moving on their own. TSMC Details Heavy Capex, Bond Issuance and Share Capital Reduction for May 2026
• Neutral Sentiment: Broader market commentary suggests some investors are questioning the crowded “all-in on AI” trade, which may be creating temporary pressure on large AI names like TSM despite solid fundamentals. A VC Says the ‘All Your Eggs in the AI Basket' Trade Is Finally Cracking — Here's Where the Money Goes Next
• Negative Sentiment: Articles comparing Intel and TSM discussed how big tech is diversifying away from Taiwan, which may have raised investor concerns about future supply-chain concentration risk for TSM. Big Tech's Quiet Diversification Out of Taiwan Is the Ultimate Catalyst for Intel's Turnaround

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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