Mosley Wealth Management Acquires New Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Mosley Wealth Management opened a new position in Taiwan Semiconductor Manufacturing, buying 1,393 shares valued at about $424,000 in the fourth quarter.
• Analysts remain broadly bullish on TSMC, with several firms raising price targets and the stock carrying an average Buy rating and a consensus price target of $404.29.
• TSMC reported solid recent performance and continues to reward shareholders, with quarterly EPS of $3.11, revenue of $30.65 billion, and a newly increased quarterly dividend of $1.1136 per share.

Mosley Wealth Management acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,393 shares of the semiconductor company's stock, valued at approximately $424,000.

A number of other large investors have also made changes to their positions in TSM. Brighton Jones LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after acquiring an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $701,000. Bank of Nova Scotia boosted its stake 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 boosted its stake 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 stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $270,000. Institutional investors and hedge funds own 16.51% of the company's stock.

Analysts Set New Price Targets

A number of research firms recently commented on TSM. Needham & Company LLC increased their price objective on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. Barclays increased their price objective on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, March 20th. DA Davidson reissued a "buy" rating and issued a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Finally, Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $404.29.

Insider Activity

In other news, VP Tzu-Sou Chuang sold 200,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated 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 transaction, the vice president directly owned 2,495,165 shares of the company's stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, VP Bor-Zen Tien acquired 2,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Tuesday, May 19th. The stock was purchased at an average cost of $69.91 per share, for a total transaction 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. This represents a 22.10% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 3,496 shares of company stock worth $229,407 over the last ninety days. Corporate insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Stock Up 2.7%

Shares of NYSE:TSM opened at $419.67 on Friday. The stock's 50-day moving average price is $395.41 and its two-hundred day moving average price is $352.20. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $206.20 and a 12-month high of $450.16. The firm has a market cap of $2.18 trillion, a price-to-earnings ratio of 34.91, a PEG ratio of 1.19 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. On average, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current 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 paid a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.1%. This is an increase from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 24.71%.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC’s May revenue surged about 30% year over year, reinforcing that AI-related demand remains strong and that the company is tracking toward its quarterly sales goals.
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 earnings forecasts for Taiwan Semiconductor Manufacturing, adding to bullish analyst sentiment on the stock.
• Positive Sentiment: TSMC remains a key beneficiary of the AI semiconductor buildout, with commentary emphasizing its dominant role in advanced chip manufacturing and packaging.
• Neutral Sentiment: Google is reportedly exploring Samsung as a second manufacturing partner for next-gen AI chips, which underscores strong industry demand but also points to capacity constraints at TSMC.
• Negative Sentiment: Taiwan is weighing stricter export controls on advanced AI chips to China, a move that could reduce TSMC’s exposure to that market.
• Negative Sentiment: U.S. lawmakers are also pushing for tighter semiconductor trade rules involving Chinese firms, adding another regulatory risk for Taiwan Semiconductor Manufacturing.

Taiwan Semiconductor Manufacturing Company 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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