Barrett & Company Inc. Makes New $790,000 Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Barrett & Company Inc. bought a new position of 2,600 shares in Taiwan Semiconductor Manufacturing (NYSE:TSM) in Q4, valued at approximately $790,000.
• Analysts are broadly positive on TSMC with an average MarketBeat rating of "Buy" and an average target of $404.29; recent notable calls include Barclays raising its target to $470 and DA Davidson reiterating a $450 buy rating.
• TSMC reported strong Q1 results (revenue $30.65B, EPS $3.11) and is advancing its technology and capacity — unveiling the A13 and N2U process nodes and planning an advanced packaging plant in Arizona by 2029 to support AI chip demand.

Barrett & Company Inc. bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 2,600 shares of the semiconductor company's stock, valued at approximately $790,000.

Several other large investors have also added to or reduced their stakes in TSM. Cornerstone Advisory LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 17.5% during the 4th quarter. Cornerstone Advisory LLC now owns 1,143 shares of the semiconductor company's stock valued at $347,000 after acquiring an additional 170 shares during the last quarter. Hoey Investments Inc. boosted its position in shares of Taiwan Semiconductor Manufacturing by 50.0% during the 4th quarter. Hoey Investments Inc. now owns 2,030 shares of the semiconductor company's stock valued at $617,000 after acquiring an additional 677 shares during the last quarter. Turtle Creek Wealth Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 53.0% during the 4th quarter. Turtle Creek Wealth Advisors LLC now owns 11,316 shares of the semiconductor company's stock valued at $3,439,000 after acquiring an additional 3,921 shares during the last quarter. B. Metzler seel. Sohn & Co. AG boosted its position in shares of Taiwan Semiconductor Manufacturing by 6.0% during the 4th quarter. B. Metzler seel. Sohn & Co. AG now owns 536,041 shares of the semiconductor company's stock valued at $161,733,000 after acquiring an additional 30,453 shares during the last quarter. Finally, Teacher Retirement System of Texas bought a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter valued at about $28,336,000. Institutional investors own 16.51% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on TSM shares. DA Davidson reiterated a "buy" rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. TD Cowen lifted their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a "hold" rating in a research report on Friday, January 16th. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. Finally, Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of "Buy" and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE TSM opened at $382.51 on Friday. The stock has a market cap of $1.98 trillion, a price-to-earnings ratio of 31.82, a P/E/G ratio of 1.15 and a beta of 1.35. 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 Company Ltd. has a 1-year low of $157.39 and a 1-year high of $390.20. The stock's 50-day moving average is $355.66 and its 200 day moving average is $324.14.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. On average, sell-side analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 EPS for the current fiscal 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 issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 24.71%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

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

Taiwan Semiconductor Manufacturing News Roundup

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

• Positive Sentiment: TSMC unveiled its A13 and N2U process advances, saying it can deliver smaller, faster chips (A13 geared for AI/HPC; N2U a more cost‑effective option) while avoiding immediate reliance on ASML’s costlier high‑NA machines — a potential margin and roadmap positive. TSMC shows smaller, faster chips without pricey new tool from ASML
• Positive Sentiment: TSMC plans to open an advanced packaging plant in Arizona by 2029, addressing a known packaging bottleneck for AI chips and supporting customer localization — a strategic expansion that reduces supply‑chain risk. TSMC plans to open chip packaging plant in Arizona by 2029, executive says
• Positive Sentiment: Synopsys announced deeper collaboration and EDA/IP enablement across TSMC’s advanced nodes (3nm/2nm and packaging), which should speed customer tape‑outs and strengthen TSMC’s ecosystem moat. Synopsys Partners with TSMC to Power Next-Generation AI Systems
• Positive Sentiment: Analyst and market positive signals: Barclays raised its TSMC price target to $470 (overweight), and coverage pieces highlight record margins and strong Q1 results driven by AI demand — supportive for medium‑term upside. Barclays raises price target
• Neutral Sentiment: Market commentators (including Jim Cramer) signaled they aren’t worried about near‑term weakness in TSMC’s share price, which can temper panic selling. Jim Cramer Isn’t Worried
• Neutral Sentiment: TSMC says it has little immediate need for ASML’s priciest high‑NA tools and has only used a small number for R&D — this reduces near‑term capex risk but raises questions about the pace of next‑generation cadence. TSMC says ASML’s chipmaking too pricey
• Negative Sentiment: The semiconductor group is extremely overbought — the PHLX SOX index is on a historic winning streak and described as the most overextended since 2000, making profit‑taking and short‑term pullbacks likelier across large caps including TSMC. Chip stocks just added $3 trillion in market value
• Negative Sentiment: Competitive/strategic headlines (e.g., commentary about Elon Musk’s chip plans for Tesla/SpaceX) raise the prospect of new entrants or alternative supply strategies that could change chip demand dynamics over time. Will Elon Musk's New SpaceX and Tesla Joint Venture Disrupt This AI Semiconductor Giant?

Taiwan Semiconductor Manufacturing 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.

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