GM Advisory Group LLC Takes $4.84 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• GM Advisory Group LLC disclosed a new first-quarter position in Taiwan Semiconductor Manufacturing, buying 14,335 shares valued at about $4.84 million.
• TSMC reported strong recent operating results, including $3.11 EPS and $30.65 billion in quarterly revenue, while analysts still expect 15.35 EPS for the current fiscal year.
• The company also raised its quarterly dividend to $1.1136 per share, up from $0.95, while analysts remain broadly bullish with an average Buy rating and a target price around $449.38.

GM Advisory Group LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 14,335 shares of the semiconductor company's stock, valued at approximately $4,845,000.

Several other institutional investors also recently modified their holdings of TSM. Astoria Portfolio Advisors LLC. acquired a new stake in Taiwan Semiconductor Manufacturing in the first quarter valued at $233,000. Walkner Condon Financial Advisors LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 12.3% during the 1st quarter. Walkner Condon Financial Advisors LLC now owns 3,044 shares of the semiconductor company's stock worth $1,029,000 after buying an additional 333 shares during the period. Cobblestone Asset Management LLC acquired a new position in Taiwan Semiconductor Manufacturing during the 1st quarter worth about $203,000. FUKOKU MUTUAL LIFE INSURANCE Co grew its position in shares of Taiwan Semiconductor Manufacturing by 2,549.6% in the 1st quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 31,000 shares of the semiconductor company's stock valued at $10,476,000 after buying an additional 29,830 shares during the last quarter. Finally, Private Wealth Partners LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 19.9% in the 1st quarter. Private Wealth Partners LLC now owns 6,556 shares of the semiconductor company's stock valued at $2,216,000 after buying an additional 1,088 shares during the last quarter. Institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Up 0.1%

Taiwan Semiconductor Manufacturing stock opened at $434.71 on Friday. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $223.70 and a 12-month high of $479.00. The firm's fifty day moving average is $421.78 and its 200 day moving average is $368.53. The company has a market capitalization of $2.25 trillion, a PE ratio of 36.17, a PEG ratio of 1.09 and a beta of 1.36.

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 net margin of 46.97% and a return on equity of 36.81%. As a group, sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's payout ratio is currently 25.12%.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien purchased 2,000 shares of the company's stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the purchase, the vice president owned 11,051 shares in the company, valued at $772,575.41. This represents a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Lipen Yuan purchased 1,000 shares of the company's stock in a transaction that occurred on Monday, June 22nd. The shares were purchased at an average cost of $79.19 per share, for a total transaction of $79,190.00. Following the completion of the purchase, the vice president owned 5,000 shares in the company, valued at $395,950. This trade represents a 25.00% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 5,496 shares of company stock valued at $404,567 in the last 90 days. 1.11% of the stock is currently owned by corporate insiders.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC is expanding its 3-nanometer capacity across Taiwan, Arizona, and Japan, signaling that demand tied to AI and advanced chips remains robust and could support longer-term revenue growth. TSMC Expands 3 Nanometer Capacity Across Taiwan Arizona And Japan
• Positive Sentiment: Analysts remain broadly optimistic on TSMC, with recent coverage pointing to continued confidence in its leadership position in advanced manufacturing and AI infrastructure. Wall Street Bulls Look Optimistic About TSMC (TSM): Should You Buy?
• Neutral Sentiment: Commentary suggests the AI semiconductor rally is moving into a more selective phase, where profitability and capacity discipline will matter more than broad momentum — a backdrop that could favor TSMC, but also make investors more cautious. Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over Now Profitability Decides Winners As “Capacity Will Catch Up”
• Neutral Sentiment: TSMC Arizona reported a treasurer change effective July 1, a routine management update with little immediate operating impact. TSMC Arizona Announces Treasurer Change Effective July 1, 2026
• Negative Sentiment: TSMC has also been caught in a broader chip-sector pullback, with Asian semiconductor shares sold off and investors rotating out of the recent AI trade. Asian stocks slide on chip sell-off as markets await US jobs data
• Negative Sentiment: Recent coverage also notes that TSMC shares had fallen more sharply than the broader market, reflecting valuation worries after a strong run higher. TSMC (TSM) Falls More Steeply Than Broader Market: What Investors Need to Know

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Barclays raised their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. Susquehanna upped their target price on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a "positive" rating in a report on Monday, June 22nd. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research report on Thursday, April 16th. Finally, Weiss Ratings restated a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average target price of $449.38.

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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