Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Foundations Investment Advisors LLC

Key Points

• Foundations Investment Advisors LLC increased its stake in Taiwan Semiconductor Manufacturing by 15.2% in the fourth quarter, ending with 31,368 shares valued at about $9.53 million.
• Several other institutional investors also boosted or initiated positions in TSMC, and institutional ownership stands at 16.51%, showing continued professional interest in the stock.
• TSMC also highlighted stronger fundamentals: the company raised its quarterly dividend from $0.95 to $1.1136 per share, while analysts remain broadly positive with a consensus “Buy” rating and an average price target of $404.29.

Foundations Investment Advisors LLC raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 15.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 31,368 shares of the semiconductor company's stock after acquiring an additional 4,148 shares during the quarter. Foundations Investment Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $9,532,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in TSM. Brighton Jones LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 20.9% in the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after acquiring an additional 1,892 shares during the last quarter. Gamco Investors INC. ET AL acquired a new position in shares of Taiwan Semiconductor Manufacturing in the second quarter worth $701,000. Bank of Nova Scotia raised its holdings in shares of Taiwan Semiconductor Manufacturing by 12.8% in the second quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock worth $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% in the second quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock worth $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 in the second quarter worth $270,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, VP Bor-Zen Tien bought 2,000 shares of the firm's stock in a transaction dated Tuesday, May 19th. The stock was bought at an average price of $69.91 per share, with a total value of $139,820.00. Following the completion of the transaction, the vice president directly owned 11,051 shares of the company's stock, valued at approximately $772,575.41. This represents a 22.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company's 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 completion of the sale, 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 disclosure for this sale is available in the SEC filing. Insiders bought 3,346 shares of company stock valued at $218,005 in the last ninety days. Company insiders own 1.11% of the company's stock.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: TSMC’s CEO reportedly promised a 30%+ boost to employee bonuses as Q1 revenue surged and AI chip demand remained strong, reinforcing confidence in the company’s earnings momentum. Article Title
• Positive Sentiment: TSMC said surging AI electricity demand is forcing customers to prioritize energy efficiency in future chip designs, highlighting how central its advanced manufacturing remains to the next phase of AI hardware. Article Title
• Positive Sentiment: Analysts and market commentary pointed to TSMC as a major beneficiary of the broad semiconductor AI boom, with the stock nearing its 52-week high amid strong guidance for 2026 revenue growth and higher capital spending. Article Title
• Positive Sentiment: Nvidia’s CEO said the company plans to spend heavily in Taiwan and deepen its local AI ecosystem, which supports expectations for continued orders and strategic importance for TSMC. Article Title
• Positive Sentiment: Applied Materials’ CEO said the semiconductor industry is in its strongest period ever, citing AI-driven computing demand and long-term growth, which adds to the bullish backdrop for TSMC. Article Title
• Neutral Sentiment: Coverage also noted TSMC’s dividend update and price increases for advanced 3nm chips, but these items are secondary to the bigger AI-demand story and mainly reinforce the company’s improving cash generation. Article Title
• Neutral Sentiment: Reports that TSMC may raise 3nm process prices point to strong pricing power, though the market may also watch for any demand sensitivity if costs rise too quickly. Article Title

Taiwan Semiconductor Manufacturing Stock Performance

Shares of NYSE:TSM opened at $424.54 on Friday. The firm has a market capitalization of $2.20 trillion, a PE ratio of 35.32, a P/E/G ratio of 1.23 and a beta of 1.39. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31. The business has a 50-day moving average of $376.65 and a two-hundred day moving average of $342.03. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $190.56 and a 12 month high of $430.55.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a $1.1136 dividend. The ex-dividend date of this dividend is Wednesday, September 16th. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is currently 24.71%.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on TSM shares. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, March 20th. Needham & Company LLC boosted their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a "buy" rating in a report on Thursday, April 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 report on Wednesday, April 22nd. Zacks Research lowered Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Finally, Wedbush reiterated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Two research 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 stock. Based on data from MarketBeat, the company currently has an average rating of "Buy" and a consensus price target of $404.29.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.