Supplemental Annuity Collective Trust of NJ Purchases Shares of 2,800 Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Supplemental Annuity Collective Trust of NJ purchased a new stake of 2,800 shares in Taiwan Semiconductor Manufacturing (TSM) during Q4, valued at approximately $851,000.
• TSMC shares have hit record highs after Taiwan eased single‑stock investment caps, with strong AI chip demand, bullish technical/order‑flow signals and analyst upgrades driving increased inflows and higher price targets.
• Fundamentals remain robust: TSMC reported Q1 EPS of $3.11, a net margin near 47%, a market cap around $2.08 trillion, and a consensus "Buy" rating from analysts.

Supplemental Annuity Collective Trust of NJ purchased a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,800 shares of the semiconductor company's stock, valued at approximately $851,000.

Other large investors have also added to or reduced their stakes in the company. Stephens Consulting LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after buying an additional 41 shares in the last quarter. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $32,000. Maseco LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $35,000. Cedar Wealth Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% in the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after buying an additional 64 shares in the last quarter. Finally, Westend Capital Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 476.2% in the fourth quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company's stock worth $37,000 after buying an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Taiwan’s regulator relaxed single‑stock investment caps for funds, which could free billions of new local inflows into TSMC and helped push the stock to record highs. TSMC shares record high as Taiwan eases single-stock investment caps for funds
• Positive Sentiment: Analysts and market commentary point to relentless AI chip demand and TSMC’s strong Q1 results/guidance as fundamental support for higher valuations — investors are treating TSMC as critical AI infrastructure. TSMC: The Vital Cog Of The AI Revolution Is Sending A Powerful Growth Signal
• Positive Sentiment: Technical/order‑flow traders registered a “Power Inflow” alert (a bullish institutional/retail order‑flow signal), which tends to accelerate buying in the near term. Taiwan Semi Shares Rise Over 3% After Key Trading Signal
• Positive Sentiment: Significant insider purchasing activity and social/media buzz about record market caps and bullish options gains have reinforced investor confidence. TSMC Stock (TSM) Opinions on Record Highs After Policy Shift
• Neutral Sentiment: Some market watchers note large potential inflows (reports cite multi‑billion dollar capacity for local funds); this is a flow catalyst but timing and ADR/US‑listing dynamics could mute the full impact for U.S. investors. TSMC hits record high on Taiwan rule shift; $28B inflow in focus
• Neutral Sentiment: Wall Street price targets and upgrades are skewing higher (median targets above current levels from several firms), which supports momentum but also raises expectations that must be met. TSMC Shares Rise After Taiwan Eases Limits on Funds' Investments
• Negative Sentiment: TSMC is expanding fabs (including 2nm work and overseas builds), which analysts say could shave a few percentage points off gross margin as costs ramp — a longer‑term margin headwind to monitor. TSM's Gross Margin Hits 66% in Q1: Can Profit Growth Offset Fab Costs?
• Negative Sentiment: Competition and capacity dynamics (e.g., Intel winning some foundry business, plus TSMC capacity constraints) and selective technology decisions (delaying some expensive equipment) introduce execution and market‑share risks. TSMC Stock (TSM) Opinions on Record Highs After Policy Shift

Taiwan Semiconductor Manufacturing Trading Up 5.1%

TSM stock opened at $402.16 on Friday. The firm's fifty day simple moving average is $356.37 and its two-hundred day simple moving average is $325.04. The company has a quick ratio of 2.32, a current ratio of 2.51 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $2.08 trillion, a price-to-earnings ratio of 33.46, a price-to-earnings-growth ratio of 1.13 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a twelve month low of $160.50 and a twelve month high of $409.49.

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 firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. As a group, analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders 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 dividend yield of 0.9%. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 24.96%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on TSM shares. Argus raised shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a report on Thursday, January 15th. The Goldman Sachs Group reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a research report on Thursday, April 16th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Finally, Barclays boosted their price target on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an "overweight" rating in a research report on Wednesday. Two research 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, the company presently has a consensus rating of "Buy" and a consensus price target of $404.29.

Insider Activity at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of the business's stock in a transaction dated Sunday, March 22nd. The shares were purchased at an average cost 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 in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Insiders own 1.11% of the company's stock.

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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