Benjamin Edwards Inc. Purchases 2,786 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Benjamin Edwards Inc. raised its stake in Taiwan Semiconductor (TSM) by 5.6%, buying 2,786 shares to hold 52,298 shares worth about $15.89 million per its latest SEC filing.
• TSM has a market cap of roughly $2.06 trillion, reported $3.11 EPS on $30.65 billion revenue last quarter with a net margin of 46.97%, and pays a quarterly dividend of $0.9503 ($3.80 annual, ~1.0% yield); analysts forecast about 15.24 EPS for the fiscal year.
• Insider activity and sentiment remain supportive: VP Bor‑Zen Tien purchased 1,000 shares (a 12.4% increase in their holdings), insiders own 1.11% of the stock, and the analyst consensus is a "Buy" with an average target of $404.29.

Benjamin Edwards Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 52,298 shares of the semiconductor company's stock after purchasing an additional 2,786 shares during the period. Benjamin Edwards Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $15,893,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the stock. LVZ Inc. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 7.4% during the 4th quarter. LVZ Inc. now owns 2,829 shares of the semiconductor company's stock valued at $860,000 after purchasing an additional 194 shares in the last quarter. Pines Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 6.2% during the 4th quarter. Pines Wealth Management LLC now owns 3,696 shares of the semiconductor company's stock valued at $1,123,000 after purchasing an additional 216 shares in the last quarter. Artemis Investment Management LLP boosted its stake in shares of Taiwan Semiconductor Manufacturing by 14.6% during the 4th quarter. Artemis Investment Management LLP now owns 68,910 shares of the semiconductor company's stock valued at $20,941,000 after purchasing an additional 8,802 shares in the last quarter. Objectivity Squared LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 5.3% during the 4th quarter. Objectivity Squared LLC now owns 4,960 shares of the semiconductor company's stock valued at $1,507,000 after purchasing an additional 248 shares in the last quarter. Finally, SevenBridge Financial Group LLC raised its holdings in Taiwan Semiconductor Manufacturing by 0.7% in the fourth quarter. SevenBridge Financial Group LLC now owns 34,684 shares of the semiconductor company's stock worth $11,540,000 after buying an additional 232 shares during the last quarter. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $397.80 on Friday. The firm has a market cap of $2.06 trillion, a P/E ratio of 33.10, a PEG ratio of 1.16 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 50 day simple moving average of $359.03 and a two-hundred day simple moving average of $327.83. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its earnings results 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 during the quarter. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given 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 dividend payout ratio is currently 24.71%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Philippe Laffont has materially increased his TSM position, signaling institutional conviction despite geopolitical risk; that buying helped push shares higher. This Billionaire is Loading Up On Taiwan Semiconductor (TSM)
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates for TSMC, indicating analysts are penciling in stronger profitability and supporting higher valuations. MarketBeat: TSM analyst updates
• Positive Sentiment: TSMC signed a long-term (30-year) corporate PPA with Northland Power for Hai Long offshore wind capacity — reduces energy price/exposure risk and supports ESG/capacity planning for fabs. Northland Power Signs Long-Term Corporate Power Purchase Agreement
• Neutral Sentiment: Investor attention pieces (Zacks/Yahoo) and bullish price-target writeups highlight volume of interest and narrative momentum around TSMC and AI demand — supportive for sentiment but not new operational data. Zacks: TSMC is Attracting Investor Attention
• Neutral Sentiment: Price-target/upside pieces (e.g., 247WallSt) argue for further gains based on AI capex, but these are projection-driven and should be treated as sentiment drivers rather than fresh fundamentals. Price Prediction: TSM Sees 21% Upside
• Negative Sentiment: ASML commentary flagged possible TSMC production delays and valuation stretch in the supply chain narrative — a reminder that equipment/supply bottlenecks or missed ship times could pressure near-term results. ASML Stock Surges on AI Chip Boom
• Negative Sentiment: Competitive and cost risks: Samsung is pushing for more foundry wins (adds pricing/market-share risk) and Delta Electronics warned of rising costs in the AI datacenter supply chain — potential margin pressure or capex/supply constraints. Samsung expects to win more customers Delta Electronics warns costs rising

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related 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 purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares in the company, valued at $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. Corporate insiders own 1.11% of the company's stock.

Analyst Ratings Changes

Several research analysts have issued reports on the stock. DA Davidson reaffirmed a "buy" rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a report on Friday, April 17th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. TD Cowen lifted their target price 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. Argus raised shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a report on Thursday, January 15th. Finally, Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Two 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, the stock currently has an average rating of "Buy" and an average target price of $404.29.

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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