Bingham Private Wealth LLC Takes $737,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Bingham Private Wealth LLC bought a new stake of 2,425 TSM shares worth approximately $737,000 in Q4, joining several other funds that increased holdings as institutional ownership is about 16.51%.
• TSMC reported strong quarterly results (EPS $3.11, revenue $30.65B), has a market cap near $1.97 trillion, and carries a consensus "Buy" rating with an average target around $391.
• Investor sentiment is driven by AI‑related demand, sold‑out advanced-node capacity and insider buying, but risks include rising overseas costs, geopolitical/supply‑chain exposure and heightened downside if expectations aren’t met.

Bingham Private Wealth LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 2,425 shares of the semiconductor company's stock, valued at approximately $737,000.

A number of other hedge funds have also recently modified their holdings of the business. Sunpointe LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 18.8% during the fourth quarter. Sunpointe LLC now owns 7,732 shares of the semiconductor company's stock valued at $2,354,000 after buying an additional 1,226 shares during the last quarter. Farther Finance Advisors LLC grew its stake in Taiwan Semiconductor Manufacturing by 73.4% in the fourth quarter. Farther Finance Advisors LLC now owns 45,753 shares of the semiconductor company's stock worth $13,904,000 after purchasing an additional 19,370 shares in the last quarter. Investment Advisory Group LLC grew its stake in Taiwan Semiconductor Manufacturing by 6.6% in the fourth quarter. Investment Advisory Group LLC now owns 834 shares of the semiconductor company's stock worth $253,000 after purchasing an additional 52 shares in the last quarter. Tyche Wealth Partners LLC grew its stake in Taiwan Semiconductor Manufacturing by 17.1% in the fourth quarter. Tyche Wealth Partners LLC now owns 1,681 shares of the semiconductor company's stock worth $511,000 after purchasing an additional 245 shares in the last quarter. Finally, LOM Asset Management Ltd lifted its holdings in Taiwan Semiconductor Manufacturing by 45.9% during the fourth quarter. LOM Asset Management Ltd now owns 5,405 shares of the semiconductor company's stock worth $1,643,000 after buying an additional 1,700 shares during the period. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Price Performance

Shares of NYSE:TSM opened at $379.92 on Wednesday. The stock has a market capitalization of $1.97 trillion, a price-to-earnings ratio of 35.67, a PEG ratio of 1.01 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $145.84 and a one year high of $390.20. The company has a 50-day simple moving average of $352.68 and a 200-day simple moving average of $320.31. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The firm had revenue of $30.65 billion during the quarter. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be given a dividend of $0.9503 per share. This represents a $3.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 27.89%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Surging AI revenue and upbeat Q1 guidance — Multiple previews and company commentary point to record Q1 revenue driven by AI/data-center chips, supporting expectations for an earnings beat and continued pricing power. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
• Positive Sentiment: Record revenue/profit expectations — Reuters and other outlets report TSMC likely posted another quarter of record revenue and net profit thanks to insatiable AI infrastructure demand, reinforcing bullish sentiment ahead of results. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
• Positive Sentiment: Capacity tightness and long-term positioning — Market commentary highlights sold-out capacity for advanced nodes and TSMC’s roadmap (2nm mass production), implying multi-year demand visibility and pricing leverage. TSMC Stock (TSM) Opinions on Record Q1 Revenue
• Positive Sentiment: Insider buying — CEO Che‑Chia Wei purchased shares (Form 4 filed), a small but positive governance/confidence signal for investors. SEC Form 4 disclosure
• Neutral Sentiment: ETF flows and product launches — GraniteShares launched a TSM-linked YieldBOOST ETF (TMYY), which could boost short-term flows into TSM-related exposure but is not a fundamental change to TSMC’s business. GraniteShares Expands YieldBOOST(TM) Lineup with Three New ETFs
• Neutral Sentiment: Earnings-driven volatility risk priced in — Analysts widely expect a beat, which raises the bar; this consensus can amplify moves in either direction when TSMC reports. Here's How Much TSMC Stock Is Expected to Move After Earnings
• Negative Sentiment: Rising overseas costs — Previews note higher capex and operating costs for overseas fabs (U.S./Japan expansions) could pressure margins even as revenue grows, a key earnings risk to watch. Rising AI Infrastructure Spending Likely to Boost TSM's Q1 Revenues
• Negative Sentiment: Geopolitical and supply-chain risks — Middle East tensions and potential supply disruptions are being flagged as possible near-term catalysts for negative sentiment or interruptions. Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis
• Negative Sentiment: High expectations increase downside risk — With shares near all‑time highs and strong momentum, any earnings miss or cautious guidance could trigger outsized selling. TSMC Q1 Earnings Preview: What to Expect From Upcoming Report

Insiders Place Their Bets

In related news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were bought at an average cost 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 of the company's stock, valued at $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 hyperlink. Insiders own 1.11% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on TSM. Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a report on Friday, January 23rd. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an "overweight" rating in a research report on Friday, January 16th. TD Cowen raised their target price 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. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, January 5th. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Buy" and an average target price of $391.43.

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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