FSM Wealth Advisors LLC Has $1.67 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• FSM Wealth Advisors LLC cut its stake in Taiwan Semiconductor Manufacturing (NYSE:TSM) by 23.6% in Q4, holding 5,485 shares valued at about $1.67 million after selling 1,698 shares.
• Sell‑side sentiment is bullish: TSMC has a consensus Buy rating with a $391.43 consensus target, and several brokers have upgraded their ratings or raised price targets recently.
• TSMC reported a roughly 35% YoY jump in Q1 revenue driven by AI chip demand, underpinning analyst upgrades but with cautions about rising costs and valuation risks.

FSM Wealth Advisors LLC decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 23.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,485 shares of the semiconductor company's stock after selling 1,698 shares during the period. FSM Wealth Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $1,667,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Stephens Consulting LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after purchasing an additional 41 shares during the last quarter. Resources Management Corp CT ADV bought a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at about $32,000. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $32,000. Maseco LLP acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $35,000. Finally, Cedar Wealth Management LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after buying an additional 64 shares during the period. 16.51% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages recently commented on TSM. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, January 9th. Sanford C. Bernstein restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 2nd. DA Davidson raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Friday, February 13th. Freedom Capital upgraded Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. Finally, TD Cowen lifted their price target on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a "hold" rating in a report on Friday, January 16th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Taiwan Semiconductor Manufacturing presently has a consensus rating of "Buy" and a consensus target price of $391.43.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien acquired 1,000 shares of the stock in a transaction on Sunday, March 22nd. The shares were purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. The trade was a 12.42% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. 1.11% of the stock is owned by corporate insiders.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $370.63 on Monday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $145.84 and a 52 week high of $390.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. The firm's 50-day simple moving average is $351.23 and its 200 day simple moving average is $318.90. The firm has a market cap of $1.92 trillion, a price-to-earnings ratio of 34.80, a P/E/G ratio of 1.01 and a beta of 1.35.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its 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 for the quarter. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared 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 of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 27.89%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Company reported first‑quarter revenue well above forecasts (T$1.134T / ~$35.7B; +35% YoY), reinforcing that AI compute demand is driving durable top‑line momentum. TSMC's Q1 revenue jumps 35% y/y, beats market forecast
• Positive Sentiment: Major outlets highlight record Q1 sales and say AI chip demand remains resilient despite geopolitical noise, supporting the stock’s near‑term upside. TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
• Positive Sentiment: Analysts and boutiques (e.g., Wedbush) call the March sales print structural — March revenue up sharply — which underpins bullish views on TSMC’s role in the AI supply chain. TSMC's AI-fuelled sales surge puts tariff fears in the shade
• Positive Sentiment: Street upgrades and a higher price target surfaced after the sales beat, with at least one note pushing a substantially higher target and bullish multi‑year profit outlook — a catalyst for further buying. TSMC Gets Street-High Target -- Analysts See Profit Tripling by 2028
• Neutral Sentiment: Pre‑earnings pieces emphasize that upcoming quarterly results (Apr 16) will be the next real catalyst — revenue confirms demand but earnings/guide will determine durability of the rally. All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?
• Neutral Sentiment: Macro and industry coverage notes that robust AI demand supports chip stocks broadly — useful context but not company‑specific guidance. AI Chip Demand Shows No Signs of Slowing. Can Chip Stocks Keep Up?
• Negative Sentiment: Some analysts warn rising costs (capex, wage/power inputs) and tariff/regulatory concerns could compress margins over time — a potential headwind if costs accelerate. All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?
• Negative Sentiment: Valuation and profit‑taking risk: TSMC’s strong run (large YTD gains) has prompted articles questioning whether the stock is richly priced, which could limit upside absent stronger guidance. Taiwan Semiconductor Stock Soars 20% YTD: Time to Hold or Book Profit?

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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