Bleakley Financial Group LLC Grows Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Bleakley Financial Group LLC boosted its stake in Taiwan Semiconductor Manufacturing by 7.6% in the fourth quarter, adding 4,221 shares to end with 59,923 shares valued at about $18.2 million.
• Other institutional investors also increased their holdings, and hedge funds and institutions now own 16.51% of TSMC's stock, signaling continued broad interest in the company.
• Analysts remain generally constructive on TSMC, with several firms raising price targets and the consensus rating staying at Buy; the company also raised its quarterly dividend to $1.1136 per share.

Bleakley Financial Group LLC increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 7.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 59,923 shares of the semiconductor company's stock after buying an additional 4,221 shares during the quarter. Bleakley Financial Group LLC's holdings in Taiwan Semiconductor Manufacturing were worth $18,210,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Oak Harvest Investment Services grew its stake in shares of Taiwan Semiconductor Manufacturing by 2.9% in the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company's stock valued at $336,000 after purchasing an additional 31 shares during the last quarter. Falcon Wealth Planning grew its stake in shares of Taiwan Semiconductor Manufacturing by 4.4% in the 4th quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company's stock valued at $237,000 after purchasing an additional 33 shares during the last quarter. Drive Wealth Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 0.7% in the 4th quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company's stock valued at $1,522,000 after purchasing an additional 33 shares during the last quarter. Sovereign Financial Group Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% in the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company's stock valued at $241,000 after purchasing an additional 34 shares during the last quarter. Finally, Avion Wealth grew its stake in shares of Taiwan Semiconductor Manufacturing by 10.8% in the 4th quarter. Avion Wealth now owns 349 shares of the semiconductor company's stock valued at $106,000 after purchasing an additional 34 shares during the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC remains a central beneficiary of the AI chip boom, with analysts and commentators continuing to describe it as a “trustworthy AI compounder” and a likely winner in the GPU and ASIC buildout. TSM Stock's Upward Momentum Validates Top Analyst's 'Most Trustworthy AI Compounder' Call
• Positive Sentiment: Strong investor interest in TSMC and broader semiconductor ETFs suggests continued confidence in the company’s long-term growth outlook and AI exposure. Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
• Positive Sentiment: Some market commentary says Nvidia’s ongoing need for more GPUs highlights TSMC’s importance as a key manufacturing bottleneck, underscoring how critical TSMC is to the AI supply chain. EXCLUSIVE: Nvidia CEO Jensen Huang Is Flying To Taiwan Nearly Every Month Asking For More GPUs – The Answer Remains Not Yet
• Neutral Sentiment: Coverage comparing TSMC with ASML and other semiconductor leaders keeps TSM in the spotlight, but it mainly reinforces its status as a top-tier AI infrastructure play rather than changing the near-term outlook. ASML vs TSMC Stock: Which Semiconductor Giant Is the Smarter AI Investment in 2025?
• Negative Sentiment: Huawei said it has made a chipmaking breakthrough and plans to narrow the gap with TSMC using new manufacturing methods, raising concerns that U.S. sanctions may have accelerated China’s domestic semiconductor push. Huawei Says It Has A Chipmaking Breakthrough. Did US Sanctions Backfire?
• Negative Sentiment: Huawei’s claim that it could start producing advanced 1.4-nanometer chips by 2031 adds a long-term competitive overhang for TSMC, even if the technology gap remains significant today. Huawei touts chip breakthrough to shorten gap with TSMC

Analysts Set New Price Targets

Several brokerages have weighed in on TSM. DA Davidson reiterated a "buy" rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, March 22nd. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Barclays lifted their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Finally, Needham & Company LLC lifted their target price on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and an average target price of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares of the company's stock, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Tzu-Sou Chuang sold 200,000 shares of the firm's stock in a transaction that occurred on 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 sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders bought a total of 3,346 shares of company stock valued at $218,005 over the last three months. Insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Down 0.1%

TSM opened at $404.24 on Tuesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.32. The business has a 50 day simple moving average of $371.93 and a 200-day simple moving average of $339.28. The stock has a market capitalization of $2.09 trillion, a P/E ratio of 33.63, a P/E/G ratio of 1.18 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $190.03 and a 12 month high of $421.97.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. On average, equities analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's payout ratio is 24.71%.

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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