Boyer Financial Services Inc. Invests $648,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Boyer Financial Services purchased a new position in Taiwan Semiconductor Manufacturing (TSM), acquiring 2,027 shares valued at about $648,000, which represents 0.7% of Boyer’s holdings and ranks TSM as its 27th largest holding.
• TSMC reported quarterly EPS of $3.11 on $30.65 billion in revenue with a net margin of 46.97% and has a market capitalization of roughly $2.10 trillion (P/E ~33.7).
• The company declared a quarterly dividend of $0.9503 per share (annualized $3.80, yield ~0.9%) and holds a MarketBeat consensus rating of Buy with an average price target of $404.29, aided by AI-driven demand that helped push TSMC to a new 52-week high.

Boyer Financial Services Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,027 shares of the semiconductor company's stock, valued at approximately $648,000. Taiwan Semiconductor Manufacturing makes up 0.7% of Boyer Financial Services Inc.'s holdings, making the stock its 27th largest holding.

Several other institutional investors also recently modified their holdings of the stock. Fisher Asset Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 1.0% during the third quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock worth $4,980,614,000 after buying an additional 168,171 shares in the last quarter. Massachusetts Financial Services Co. MA increased its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock worth $4,401,448,000 after buying an additional 541,047 shares in the last quarter. Bank of America Corp DE increased its holdings in Taiwan Semiconductor Manufacturing by 0.9% in the third quarter. Bank of America Corp DE now owns 14,935,893 shares of the semiconductor company's stock valued at $4,171,445,000 after purchasing an additional 130,173 shares during the period. Jennison Associates LLC increased its holdings in Taiwan Semiconductor Manufacturing by 4.5% in the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock valued at $3,516,692,000 after purchasing an additional 544,750 shares during the period. Finally, Alliancebernstein L.P. increased its holdings in Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company's stock valued at $2,984,783,000 after purchasing an additional 229,237 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM opened at $405.16 on Tuesday. The company has a current ratio of 2.51, a quick ratio of 2.32 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $2.10 trillion, a P/E ratio of 33.71, a price-to-earnings-growth ratio of 1.19 and a beta of 1.35. The firm's fifty day simple moving average is $357.15 and its two-hundred day simple moving average is $325.93. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $160.50 and a 12 month high of $414.50.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued 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 for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared 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. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 0.9%. Taiwan Semiconductor Manufacturing's dividend payout ratio is 24.71%.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the company. Argus upgraded Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a report on Thursday, January 15th. Zacks Research downgraded Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, March 20th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, March 22nd. Finally, Dbs Bank upgraded Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a report on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Buy" and an average price target of $404.29.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: AI-chip rally and leveraged ETF flows are boosting demand for foundry exposure, supporting TSM as a primary beneficiary of rising GPU/AI compute demand. 5 Winning Leveraged ETFs of Last Week
• Positive Sentiment: TSMC hit a new 52-week high recently, a direct signal of strong investor appetite and momentum for the company amid the AI cycle. Taiwan Semiconductor Manufacturing NYSE: TSM Sets New 52-Week High – Time to Buy?
• Positive Sentiment: Taiwan’s court handed heavy sentences and fines in a major trade‑secrets case tied to TSMC technology, reinforcing IP protection and national support for the island’s semiconductor leadership. That reduces some long‑term competitive risk. Taiwan court sentences ex-Tokyo Electron staff to 10 years in TSMC trade secrets case
• Neutral Sentiment: Upgrades and higher targets at peers (e.g., Marvell) signal sector strength that can indirectly benefit TSM via stronger order flow and ecosystem demand. Marvell Technology (MRVL) Price Target Increase by $21 Following Strong Sector Signals
• Neutral Sentiment: Google engaging MediaTek and multiple partners for next‑gen AI chips suggests cloud players are diversifying design relationships; this is mixed for TSMC (more workloads overall but more vendor dispersion). Google looks to MediaTek for next-gen AI chips
• Negative Sentiment: Analysts comparing TSMC with equipment suppliers such as Lam Research note that TSMC faces heavier capital spending and geopolitical exposures, which could pressure margins or sentiment relative to some peers. TSMC vs. Lam Research: Which AI Infrastructure Stock Has an Edge?
• Negative Sentiment: Sector downgrades (e.g., Northland cutting AMD) and analyst caution about optimistic 2027 estimates for peers could reduce risk appetite for high‑PE chip names if downside revisions spread. After 11 years, Northland Capital downgrades AMD

Insider Buying and Selling

In other news, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction on Sunday, March 22nd. The shares were acquired at an average price of $55.93 per share, with a total value 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. The trade was a 12.42% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 1.11% of the company's stock.

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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