Fulcrum Wealth Advisors LLC Purchases Shares of 11,926 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Fulcrum Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 11,926 shares of the semiconductor company's stock, valued at approximately $3,624,000. Taiwan Semiconductor Manufacturing makes up about 3.0% of Fulcrum Wealth Advisors LLC's portfolio, making the stock its 10th largest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Fisher Asset Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 1.0% in the 3rd quarter. Fisher Asset Management LLC now owns 17,833,127 shares of the semiconductor company's stock valued at $4,980,614,000 after acquiring an additional 168,171 shares in the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Taiwan Semiconductor Manufacturing by 3.6% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock valued at $4,401,448,000 after buying an additional 541,047 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Taiwan Semiconductor Manufacturing by 0.9% during the 3rd 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 buying an additional 130,173 shares in the last quarter. Jennison Associates LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock valued at $4,070,393,000 after buying an additional 802,757 shares in the last quarter. Finally, Alliancebernstein L.P. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Alliancebernstein L.P. now owns 10,687,037 shares of the semiconductor company's stock valued at $2,984,783,000 after buying an additional 229,237 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Trading Up 1.0%

NYSE TSM opened at $401.51 on Tuesday. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $170.59 and a twelve month high of $414.50. The firm has a market capitalization of $2.08 trillion, a PE ratio of 33.40, a P/E/G ratio of 1.16 and a beta of 1.39. The stock's 50 day moving average is $359.03 and its 200 day moving average is $328.05.

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 for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%.The company had revenue of $30.65 billion for the quarter. Research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company 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 is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 0.9%. Taiwan Semiconductor Manufacturing's payout ratio is currently 24.71%.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bernstein Research says AI “agents” are pushing chip demand “off the charts,” arguing supply can’t keep up — a thesis that supports TSMC’s near-term revenue strength and pricing leverage. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,' Supply Can't Keep Up
• Positive Sentiment: Analysts highlight Google’s reported ~$190B AI buildout as a catalyst that should boost demand for foundry capacity from Nvidia, TSMC and others — supporting a multi-year capex cycle. 3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout
• Positive Sentiment: Barron’s notes Asia’s AI rally gave TSMC another boost, reinforcing regional leadership in chip manufacturing and helping sentiment for Asian tech names. Alibaba and TSMC Stocks Jump. Three Reasons Asia's AI Rally Got Another Boost.
• Positive Sentiment: Retail and ETF flows are tilting into semiconductor funds as the AI capex story outshines other trades — a tailwind for TSMC given its dominant foundry exposure. AI Capex Boom Drives Hottest ETF Trade Into Semiconductors, Not Crypto
• Neutral Sentiment: Performance note: April’s leaders in the AI-chip complex were Qualcomm and Broadcom, with TSMC lagging in percentage gains — a reminder the rally isn’t uniform and relative returns can fluctuate. Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
• Neutral Sentiment: TSMC’s decision not to buy ASML’s latest High-NA EUV for its upcoming A13 node shifts timing for that tool’s adoption — reduces near-term capex uncertainty but raises questions about future node economics and equipment vendors. TSMC High NA EUV Decision Puts ASML Growth Timing In Focus
• Negative Sentiment: Institutional selling: Manning & Napier trimmed its TSMC stake, a headline that can amplify profit-taking despite broader bullish flows. Manning & Napier Cuts Taiwan Semiconductor Stake by 91K
• Negative Sentiment: Competitive risk in packaging: MediaTek hired a former TSMC advanced-packaging executive to bolster its AI packaging efforts — a potential long-term competitive pressure in advanced packaging services. MediaTek hires former TSMC executive to boost AI chip packaging

Insider Buying and Selling 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 stock was acquired at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the completion of the purchase, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.11% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages recently weighed in on TSM. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Argus raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a report on Thursday, January 15th. Zacks Research cut Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a report on Monday, March 16th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, March 22nd. Finally, Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, March 20th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of "Buy" and an average target price of $404.29.

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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