Farther Finance Advisors LLC Has $13.90 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Farther Finance Advisors LLC increased its stake in Taiwan Semiconductor (NYSE:TSM) by 73.4% in Q4, ending with 45,753 shares worth $13.90 million.
• TSMC is benefiting from strong AI/datacenter demand with roughly 35% YoY revenue growth, prompting analysts to lift targets (Barclays to $450; consensus ≈ $391) but creating elevated expectations and potential post‑earnings volatility.
• Other institutional investors also raised positions and insiders made purchases (VP Bor‑Zen Tien bought 1,000 shares); institutional and hedge fund ownership is about 16.51%.

Farther Finance Advisors LLC grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 73.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 45,753 shares of the semiconductor company's stock after purchasing an additional 19,370 shares during the quarter. Farther Finance Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $13,904,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in TSM. Brighton Jones LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after acquiring an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $701,000. Bank of Nova Scotia increased its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock worth $3,556,000 after acquiring an additional 1,784 shares during the last quarter. FWL Investment Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock worth $57,000 after acquiring an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $270,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Record AI-driven sales: TSMC has reported a surge in revenue (mid‑30s % YoY) and the market is pricing strong demand for AI/datacenter chips, supporting expectations for an earnings beat. TSMC stock in focus as Q1 earnings loom after 35% revenue growth
• Positive Sentiment: Industry momentum: ASML raised its outlook after supply struggled to keep up — a signal that demand for advanced tools (and thus TSMC capacity) remains elevated, which validates TSMC’s growth runway. Struggling to keep pace with demand, ASML raises outlook
• Positive Sentiment: New ETF exposure could boost flows: GraniteShares launched YieldBOOST ETFs including a TSM-linked product, which can channel incremental retail/ETF flows into TSMC-related exposure. GraniteShares Bets On AI And Semiconductor Trade With New Income ETFs On Micron, TSMC, CoreWeave
• Positive Sentiment: Insider buying: CEO Che‑Chia Wei made a small open‑market purchase — a modest governance signal that can be read positively by investors. SEC Form 4 disclosure
• Neutral Sentiment: High expectations baked in: Multiple previews and analyst notes expect a beat, which raises the bar and increases the odds of post‑earnings volatility regardless of a print. Rising AI Infrastructure Spending Likely to Boost TSM's Q1 Revenues
• Neutral Sentiment: ETF and market positioning may amplify moves: Expectations-driven flows into AI/chip ETFs can magnify both rallies and selloffs around earnings. ETFs to Play Taiwan Semiconductor's Upbeat Results on AI Boom
• Negative Sentiment: Rising capex and overseas fab costs: Reports highlight a roughly 30%+ spending surge as TSMC expands fabs abroad (US, Japan), which could pressure margins despite top‑line growth. 32% TSMC Spending Surge: Massive AI Wave Heading Straight For ASML
• Negative Sentiment: Geopolitical & supply risks: Middle East tensions and “zero‑availability” tool/fuel risks are flagged as potential short‑term disruptors that could spook markets. TSMC Q1: Middle East War Consequences And The Zero-Availability Crisis
• Negative Sentiment: Valuation & volatility risk: TSMC trades near highs with stretched multiples; any guidance that’s cautious on 2H capex or demand could trigger a sharp pullback. TSMC Earnings Are Coming. Can It Keep Up With Chip Demand?

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Barclays boosted their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an "overweight" rating in a report on Friday, January 16th. Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a report on Friday, January 23rd. Finally, Sanford C. Bernstein reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Buy" and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing Stock Performance

TSM opened at $375.97 on Thursday. The business has a fifty day simple moving average of $353.69 and a 200 day simple moving average of $320.70. The company has a market capitalization of $1.95 trillion, a PE ratio of 35.30, a price-to-earnings-growth ratio of 1.16 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $145.84 and a 1 year high of $390.20. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. Research analysts expect 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. Stockholders of record on Thursday, June 11th will be given 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 is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 27.89%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien bought 1,000 shares of the business's stock in a transaction dated Sunday, March 22nd. The stock was purchased at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following 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 position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Company 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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