Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Roman Butler Fullerton & Co.

Key Points

• Roman Butler Fullerton & Co. increased its stake in Taiwan Semiconductor by 71.7% in Q4, owning 3,237 shares worth about $1.06 million after buying 1,352 additional shares.
• Insiders have been buying: VP Bor‑Zen Tien purchased 1,000 shares at $55.93 (a 12.42% increase in their holdings) and CEO Che‑Chia Wei made a small open‑market purchase, a signal investors may read positively.
• Wall Street sentiment is largely positive—TSMC has an average analyst rating of "Buy" with a consensus target of $391.43 after reporting a strong quarter ($30.65B revenue, $3.11 EPS)—but elevated expectations, rising capex and geopolitical risks could amplify post‑earnings volatility.

Roman Butler Fullerton & Co. boosted its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 71.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,237 shares of the semiconductor company's stock after buying an additional 1,352 shares during the quarter. Roman Butler Fullerton & Co.'s holdings in Taiwan Semiconductor Manufacturing were worth $1,060,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Stephens Consulting LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after purchasing an additional 41 shares during the period. Heartwood Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth about $32,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $32,000. Maseco LLP acquired a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter valued at about $35,000. Finally, Cedar Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after buying an additional 64 shares during the period. Institutional investors and hedge funds own 16.51% of the company's stock.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, March 22nd. The stock was purchased at an average price of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares in the company, valued at $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. 1.11% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on TSM shares. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, March 20th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research note on Sunday, March 22nd. Needham & Company LLC boosted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a "buy" rating in a report on Thursday, January 15th. Finally, Wedbush reissued an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Buy" and a consensus target price of $391.43.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Record AI-driven sales: TSMC has reported a surge in revenue (mid‑30s % YoY) and the market is pricing strong demand for AI/datacenter chips, supporting expectations for an earnings beat. TSMC stock in focus as Q1 earnings loom after 35% revenue growth
• Positive Sentiment: Industry momentum: ASML raised its outlook after supply struggled to keep up — a signal that demand for advanced tools (and thus TSMC capacity) remains elevated, which validates TSMC’s growth runway. Struggling to keep pace with demand, ASML raises outlook
• Positive Sentiment: New ETF exposure could boost flows: GraniteShares launched YieldBOOST ETFs including a TSM-linked product, which can channel incremental retail/ETF flows into TSMC-related exposure. GraniteShares Bets On AI And Semiconductor Trade With New Income ETFs On Micron, TSMC, CoreWeave
• Positive Sentiment: Insider buying: CEO Che‑Chia Wei made a small open‑market purchase — a modest governance signal that can be read positively by investors. SEC Form 4 disclosure
• Neutral Sentiment: High expectations baked in: Multiple previews and analyst notes expect a beat, which raises the bar and increases the odds of post‑earnings volatility regardless of a print. Rising AI Infrastructure Spending Likely to Boost TSM's Q1 Revenues
• Neutral Sentiment: ETF and market positioning may amplify moves: Expectations-driven flows into AI/chip ETFs can magnify both rallies and selloffs around earnings. ETFs to Play Taiwan Semiconductor's Upbeat Results on AI Boom
• Negative Sentiment: Rising capex and overseas fab costs: Reports highlight a roughly 30%+ spending surge as TSMC expands fabs abroad (US, Japan), which could pressure margins despite top‑line growth. 32% TSMC Spending Surge: Massive AI Wave Heading Straight For ASML
• Negative Sentiment: Geopolitical & supply risks: Middle East tensions and “zero‑availability” tool/fuel risks are flagged as potential short‑term disruptors that could spook markets. TSMC Q1: Middle East War Consequences And The Zero-Availability Crisis
• Negative Sentiment: Valuation & volatility risk: TSMC trades near highs with stretched multiples; any guidance that’s cautious on 2H capex or demand could trigger a sharp pullback. TSMC Earnings Are Coming. Can It Keep Up With Chip Demand?

Taiwan Semiconductor Manufacturing Stock Down 1.0%

Shares of NYSE TSM opened at $375.97 on Thursday. The business has a 50-day moving average price of $353.69 and a 200 day moving average price of $320.70. The stock has a market cap of $1.95 trillion, a PE ratio of 35.30, a price-to-earnings-growth ratio of 1.16 and a beta of 1.35. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 52-week low of $145.84 and a 52-week high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released 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 34.89% and a net margin of 45.13%.The company had revenue of $30.65 billion for the quarter. Equities research analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced 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. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing's payout ratio is presently 27.89%.

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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