Indivisible Partners Purchases Shares of 8,491 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Indivisible Partners purchased a new stake of 8,491 shares of Taiwan Semiconductor (TSM) in the fourth quarter, valued at approximately $2.58 million.
• TSMC VP Bor‑Zen Tien bought 1,000 shares on March 22 at an average price of $55.93, raising his holdings to 9,051 shares; corporate insiders own 1.11% and institutional investors/hedge funds own about 16.51% of the stock.
• Analysts have an average rating of Buy with a mean price target of $404.29, and industry commentary points to strong AI-driven demand and large cloud capex plans supporting multi‑year revenue visibility for TSMC.

Indivisible Partners purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 8,491 shares of the semiconductor company's stock, valued at approximately $2,580,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of TSM. Stephens Consulting LLC lifted its holdings in Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after acquiring an additional 41 shares during the last quarter. Ares Financial Consulting LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $29,000. Resources Management Corp CT ADV purchased a new stake in Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Maseco LLP purchased a new stake in Taiwan Semiconductor Manufacturing during the fourth quarter valued at about $35,000. Finally, Cedar Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after buying an additional 64 shares in the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Samsung’s surge to a $1 trillion market cap underscores booming AI memory/chip demand that benefits the entire semiconductor supply chain and validates investor appetite for chipmakers like TSMC. Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club
• Positive Sentiment: Analysts (Bernstein) say AI agent demand is “off the charts,” implying continued strong wafer demand and pricing power for leading foundries including TSMC. This supports upside to revenue and utilization. Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,' Supply Can't Keep Up
• Positive Sentiment: Large cloud/AI capex plans (e.g., Google buildout coverage) and ongoing inclusion of TSM in AI-focused portfolios keep long-term demand prospects robust, supporting multi-year revenue visibility. 3 Semiconductor Stocks Poised to Gain as Google Eyes $190B AI Buildout
• Neutral Sentiment: TSMC remains a top AI-infrastructure name and subject of bullish long-term forecasts (including some outright multi‑year price targets), but some investor commentary notes the trade is crowded and relative monthly performance has lagged certain peers. Everyone’s Talking About TSMC’s AI Boom. Smart Money Is Watching UMC Instead
• Negative Sentiment: Apple’s exploratory talks with Intel and Samsung about U.S. onshore chip production introduce execution and customer‑concentration risk for TSMC if Apple pursues a secondary supplier over time — the discussions are preliminary but market‑sensitive. Apple Talks Put Intel Foundry Ambitions And Investor Hopes In Focus
• Negative Sentiment: Intel’s shares spiked on reports it may win chip-manufacturing business from large customers, and some coverage noted TSMC shares slipped amid that rotation — a near‑term headwind tied to investor repositioning rather than fundamentals. INTC stock hits record high as Apple mulls using Co’s chipmaking skills; TSM drops

Insider Buying and Selling

In other news, VP Bor-Zen Tien acquired 1,000 shares of the company's stock in a transaction that occurred 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 completion of the acquisition, the vice president owned 9,051 shares of the company's stock, valued at approximately $506,222.43. This represents a 12.42% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 1.11% of the company's stock.

Analysts Set New Price Targets

TSM has been the subject of a number of analyst reports. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research note on Friday, January 23rd. Argus raised shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. TD Cowen upped their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a "hold" rating in a research note on Friday, January 16th. Barclays upped their price objective on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Finally, Wedbush reaffirmed an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Buy" and an average price target of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

Shares of TSM opened at $394.37 on Wednesday. The company has a market capitalization of $2.04 trillion, a price-to-earnings ratio of 32.81, a P/E/G ratio of 1.17 and a beta of 1.39. Taiwan Semiconductor Manufacturing Company Ltd. has a fifty-two week low of $170.59 and a fifty-two week high of $414.50. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.51 and a quick ratio of 2.32. The business's 50-day moving average is $359.51 and its 200-day moving average is $328.68.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 38.17% and a net margin of 46.97%. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.24 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be issued a $0.9503 dividend. The ex-dividend date 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 24.71%.

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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