Kestra Private Wealth Services LLC Grows Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Kestra Private Wealth Services increased its stake in Taiwan Semiconductor Manufacturing by 13.9% in the first quarter, bringing its holdings to 72,982 shares worth about $24.7 million.
• The stock has drawn broader institutional interest, with several other funds also adding shares; hedge funds and other institutions now own 16.51% of TSM.
• Analysts remain upbeat on TSM, with multiple firms raising price targets and the consensus rating staying at Buy, supported by strong AI-related demand and expectations for continued revenue growth.

Kestra Private Wealth Services LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 72,982 shares of the semiconductor company's stock after buying an additional 8,927 shares during the quarter. Kestra Private Wealth Services LLC's holdings in Taiwan Semiconductor Manufacturing were worth $24,664,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in TSM. Shannon River Fund Management LLC bought a new position in Taiwan Semiconductor Manufacturing in the 3rd quarter valued at $2,430,000. Capital Research Global Investors grew its position in shares of Taiwan Semiconductor Manufacturing by 66.3% during the 4th quarter. Capital Research Global Investors now owns 3,215,353 shares of the semiconductor company's stock valued at $976,821,000 after purchasing an additional 1,281,648 shares in the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $961,000. Meridian Wealth Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 27.9% in the fourth quarter. Meridian Wealth Management LLC now owns 65,974 shares of the semiconductor company's stock worth $20,049,000 after purchasing an additional 14,406 shares during the period. Finally, Boyer Financial Services Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $648,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Performance

NYSE TSM opened at $439.44 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $220.80 and a 52-week high of $476.79. The company has a fifty day moving average of $411.75 and a 200-day moving average of $361.93. The company has a market capitalization of $2.28 trillion, a P/E ratio of 36.56, a P/E/G ratio of 1.27 and a beta of 1.38. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The business had revenue of $30.65 billion for the quarter. As a group, equities research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The company 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 is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio is currently 25.12%.

Insider Activity

In other news, VP Bor-Zen Tien acquired 2,000 shares of the firm's stock in a transaction that occurred on Tuesday, May 19th. The shares were bought at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president owned 11,051 shares in the company, valued at approximately $772,575.41. This represents a 22.10% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Lipen Yuan bought 1,000 shares of the company's stock in a transaction that occurred on Monday, June 22nd. The stock was purchased at an average price of $79.19 per share, with a total value of $79,190.00. Following the transaction, the vice president directly owned 5,000 shares in the company, valued at $395,950. The trade was a 25.00% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have bought 4,496 shares of company stock worth $327,927. 1.11% of the stock is currently owned by insiders.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Bank of America raised its price target on TSM to $590 from $490 and reiterated a buy rating, signaling strong analyst confidence in further upside.
• Positive Sentiment: Recent coverage highlighted TSMC’s AI chip advances in CoWoS advanced packaging and 2D transistor technology, reinforcing its role as a key supplier in the AI infrastructure buildout. Taiwan Semiconductor Manufacturing NYSE: TSM Unveils AI Chip Advances In CoWoS And 2D Transistors
• Positive Sentiment: TSMC’s May 2026 revenue rose 30.1% year over year, and management said full-year 2026 revenue should grow by above 30% in U.S. dollar terms, pointing to continued strong demand from AI and advanced semiconductors. Can Taiwan Semiconductor Shares Hit $500 Before 2026 Ends?
• Positive Sentiment: Vice President Lipen Yuan bought 1,000 shares in a recent insider purchase, a small but constructive sign of management confidence. Taiwan Semiconductor Manufacturing NYSE: TSM VP Buys $79,190.00 in Stock
• Neutral Sentiment: Some articles frame TSM as a long-term AI winner, emphasizing its dominant foundry position and the widening “AI toll road” around advanced packaging and leading-edge wafers. Taiwan Semiconductor: The AI Toll Road Keeps Widening
• Negative Sentiment: There is also broader market noise around an AI trade cooldown and recent semiconductor selling in Asia, which could temper enthusiasm for chip stocks in the near term. A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

Wall Street Analyst Weigh In

Several research firms recently issued reports on TSM. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, March 22nd. Weiss Ratings restated a "buy (b-)" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, June 17th. Susquehanna raised their price target on Taiwan Semiconductor Manufacturing from $500.00 to $575.00 and gave the company a "positive" rating in a report on Monday. Bank of America lifted their price target on Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the company a "buy" rating in a research report on Wednesday. Finally, Barclays boosted their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and a consensus price target 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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