Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Avestar Capital LLC

Key Points

• Avestar Capital LLC increased its Taiwan Semiconductor Manufacturing position by 10.5% in the fourth quarter, buying 1,164 additional shares to bring its total to 12,216 shares valued at about $3.7 million.
• Wall Street sentiment remains positive on TSMC, with analysts citing its leadership in advanced AI chips and hyperscaler demand; the stock carries a consensus “Buy” rating and an average price target of about $404.29.
• TSMC also reported strong fundamentals and shareholder returns, including Q2-style quarterly earnings of $3.11 per share, revenue of $30.65 billion, and a newly declared quarterly dividend of $1.1136 per share, up from $0.95.

Avestar Capital LLC raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 10.5% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 12,216 shares of the semiconductor company's stock after purchasing an additional 1,164 shares during the period. Avestar Capital LLC's holdings in Taiwan Semiconductor Manufacturing were worth $3,717,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Thompson Siegel & Walmsley LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 3.6% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company's stock valued at $264,000 after acquiring an additional 30 shares in the last quarter. Oak Harvest Investment Services raised its holdings in shares of Taiwan Semiconductor Manufacturing by 2.9% in the 4th quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company's stock worth $336,000 after purchasing an additional 31 shares during the period. Falcon Wealth Planning raised its holdings in shares of Taiwan Semiconductor Manufacturing by 4.4% in the 4th quarter. Falcon Wealth Planning now owns 780 shares of the semiconductor company's stock worth $237,000 after purchasing an additional 33 shares during the period. Drive Wealth Management LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 0.7% in the 4th quarter. Drive Wealth Management LLC now owns 4,997 shares of the semiconductor company's stock worth $1,522,000 after purchasing an additional 33 shares during the period. Finally, Sovereign Financial Group Inc. raised its holdings in shares of Taiwan Semiconductor Manufacturing by 4.5% in the 4th quarter. Sovereign Financial Group Inc. now owns 793 shares of the semiconductor company's stock worth $241,000 after purchasing an additional 34 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Bernstein and Bank of America remained bullish on TSMC, citing its leadership in advanced chips for AI and raising confidence in earnings growth. Bernstein and BofA Remain Bullish on TSMC (TSM) Amid AI and Advanced Node Leadership
• Positive Sentiment: Analyst coverage continues to frame TSMC as a core AI beneficiary, with a 12-month consensus price target around $500 and expectations that hyperscaler AI buildouts will keep demand strong. The One Company Every AI Giant Cannot Build Without Just Raised Its Outlook
• Positive Sentiment: Reports that TSMC is in or near buy zones and outperforming the broader market may be reinforcing investor interest in the name. TSMC (TSM) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: AI-related enthusiasm across the semiconductor sector has lifted Taiwanese chip stocks, with comments from Nvidia’s CEO highlighting optical connectivity and infrastructure bottlenecks that could support foundry demand. Fresh AI Buzz Powers Taiwan Stocks Even Higher
• Neutral Sentiment: Several articles focused on TSMC being heavily owned by hedge funds or included in stock screens, which reinforces institutional interest but does not add a major new catalyst. Taiwan Semiconductor (TSM): One of the Most Owned Stocks by Hedge Funds?
• Neutral Sentiment: General “best manufacturing stocks” coverage is supportive background noise, but it is not a clear TSMC-specific driver. Best Manufacturing Stocks To Follow Now - May 31st
• Neutral Sentiment: Broader Nvidia-related news is helping sentiment around the AI chip ecosystem, but it is an indirect benefit for TSMC rather than a direct company update. Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families

Taiwan Semiconductor Manufacturing Stock Down 2.0%

TSM opened at $437.65 on Thursday. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $200.38 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's fifty day moving average is $384.51 and its 200-day moving average is $346.12. The company has a market capitalization of $2.27 trillion, a PE ratio of 36.41, a P/E/G ratio of 1.30 and a beta of 1.38.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The company 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, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be issued a dividend of $1.1136 per share. This is a positive change from Taiwan Semiconductor Manufacturing's previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing's dividend payout ratio is presently 24.71%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on TSM shares. Barclays raised 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. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Friday, March 20th. DA Davidson reiterated a "buy" rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Needham & Company LLC raised 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. Finally, Wall Street Zen raised Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a report on Sunday, March 22nd. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Buy" and a consensus target price of $404.29.

Insider Transactions at Taiwan Semiconductor Manufacturing

In other news, VP Bor-Zen Tien bought 2,000 shares of the stock in a transaction on Tuesday, May 19th. The shares were purchased at an average price 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 of the company's stock, valued at $772,575.41. This trade represents a 22.10% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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 sale, the vice president owned 2,495,165 shares of the company's stock, valued at approximately $174,237,371.95. This trade represents a 7.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders acquired 3,346 shares of company stock worth $218,005 in the last 90 days. Corporate insiders own 1.11% of the company's stock.

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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