Marks Group Wealth Management Inc Increases Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Marks Group Wealth Management increased its Taiwan Semiconductor Manufacturing stake by 38.7% in Q4, buying 2,911 additional shares and bringing its total holding to 10,438 shares worth about $3.17 million.
• Other institutional investors also added to or initiated positions in TSM, and hedge funds now own 16.51% of the company’s stock, showing continued institutional interest.
• Analysts remain broadly bullish: the stock has a consensus Buy rating with an average price target of $404.29, while TSMC also raised its quarterly dividend to $1.1136 per share.

Marks Group Wealth Management Inc lifted its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 38.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,438 shares of the semiconductor company's stock after purchasing an additional 2,911 shares during the period. Marks Group Wealth Management Inc's holdings in Taiwan Semiconductor Manufacturing were worth $3,172,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of TSM. Brighton Jones LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after purchasing an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $701,000. Bank of Nova Scotia raised its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% during the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock valued at $3,556,000 after acquiring an additional 1,784 shares during the last quarter. FWL Investment Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 26.5% during the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock valued at $57,000 after acquiring an additional 53 shares during the last quarter. Finally, Main Street Financial Solutions LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at approximately $270,000. Hedge funds and other institutional investors own 16.51% of the company's stock.

Analyst Ratings Changes

Several brokerages recently commented on TSM. DA Davidson reiterated a "buy" rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Wedbush reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Zacks Research cut Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Barclays boosted their price target 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. Finally, Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Buy" and an average target price of $404.29.

Taiwan Semiconductor Manufacturing Price Performance

NYSE:TSM opened at $427.11 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $205.87 and a one year high of $450.16. The company has a debt-to-equity ratio of 0.16, a quick ratio of 2.31 and a current ratio of 2.49. The stock has a market cap of $2.22 trillion, a PE ratio of 35.53, a P/E/G ratio of 1.21 and a beta of 1.39. The stock has a 50 day moving average price of $389.92 and a 200 day moving average price of $349.23.

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. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%.The firm had revenue of $30.65 billion during the quarter. Equities research analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.29 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. 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 dividend payout ratio is 24.71%.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC highlighted manufacturing progress at its 2026 Technology Symposium, including accelerated fab expansion, which reinforces confidence in its capacity to support AI and advanced-chip demand. TSMC (TSM) Showcases Manufacturing Excellence at 2026 Technology Symposium
• Positive Sentiment: TSMC’s AI leadership remains a bullish theme, with coverage noting it as a top AI stock in billionaire Ken Fisher’s portfolio, which can attract investor interest in the stock. Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
• Positive Sentiment: TSMC and Nvidia announced a broader partnership to apply AI across TSMC’s manufacturing operations, underscoring TSMC’s central role in the AI chip ecosystem and potential efficiency gains. TSMC Nvidia AI Partnership Puts Factory Efficiency And Valuation In Focus
• Neutral Sentiment: Broader market strength in technology stocks is also supporting TSMC, with indexes higher as investors rotate back into big tech and AI-related names. Equities Mostly Rise Intraday as Tech Jumps, Markets Monitor Middle East Developments
• Negative Sentiment: Alphabet said it will use Intel for part of its custom AI chip production in 2028, reflecting capacity constraints at TSMC and suggesting some AI hardware demand could shift away from TSMC over time. Alphabet Intel Chip Pact Reshapes AI Supply Chain And Investor Outlook
• Negative Sentiment: One article also warned that a broader AI-stock unwind in Taiwan and Korea has triggered volatility and forced selling in semiconductor-heavy markets, which could weigh on sentiment for TSMC despite strong fundamentals. The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, Taiwan

Insiders Place Their Bets

In other Taiwan Semiconductor Manufacturing news, VP Tzu-Sou Chuang sold 200,000 shares of the firm's stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total value of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares of the company's stock, valued at $174,237,371.95. This trade represents a 7.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Bor-Zen Tien bought 2,000 shares of the business's stock in a transaction on Tuesday, May 19th. The stock was bought at an average cost of $69.91 per share, with a total value of $139,820.00. Following the completion of the purchase, the vice president directly owned 11,051 shares in the company, valued at approximately $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired a total of 3,346 shares of company stock valued at $218,005 over the last ninety days. Corporate insiders own 1.11% of the company's stock.

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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