Thurston Springer Miller Herd & Titak Inc. Has $684,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Thurston Springer Miller Herd & Titak increased its stake in Taiwan Semiconductor (TSM) by 239.2% in Q4, owning 2,249 shares worth about $684,000 after adding 1,586 shares.
• TSMC VP Bor‑Zen Tien bought 1,000 shares at an average cost of $55.93, raising his holdings to 9,051 shares (insiders own ~1.11% of the company).
• Analysts are broadly positive—MarketBeat shows a consensus Buy with a $391.43 price target—backed by strong Q results and AI-driven demand, though expansion costs and geopolitical risks could pressure near‑term margins.

Thurston Springer Miller Herd & Titak Inc. raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 239.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,249 shares of the semiconductor company's stock after purchasing an additional 1,586 shares during the period. Thurston Springer Miller Herd & Titak Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $684,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of TSM. Stephens Consulting LLC increased 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 acquiring an additional 41 shares in the last quarter. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $32,000. Heartwood Wealth Advisors LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $32,000. Cedar Wealth Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after buying an additional 64 shares during the period. Finally, Westend Capital Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 476.2% during the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company's stock worth $37,000 after buying an additional 100 shares during the period. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related 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 cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the transaction, the vice president owned 9,051 shares of the company's stock, 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 Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.11% of the company's stock.

Taiwan Semiconductor Manufacturing Price Performance

NYSE TSM opened at $338.67 on Friday. The firm's 50 day moving average is $349.16 and its 200-day moving average is $315.22. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $1.75 trillion, a PE ratio of 31.80, a price-to-earnings-growth ratio of 0.93 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $134.25 and a 12-month high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last announced its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. The business had revenue of $30.65 billion during the quarter. Equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be given a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing's payout ratio is currently 28.36%.

Taiwan Semiconductor Manufacturing News Summary

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

• Positive Sentiment: Citigroup reiterated a Buy on TSM and raised its price target (to NT$2,800), citing TSMC’s strong positioning to benefit from accelerating AI demand — a clear analyst vote of confidence that supports upside expectations. Citigroup Buy and PT Raise
• Positive Sentiment: Institutional commentary (Magellan Global Fund) highlighted robust demand as a reason TSMC rallied, reinforcing momentum narratives around secular AI-driven revenue growth. Magellan Investor Letter
• Positive Sentiment: Tokyo/Kumamoto approval and filings show TSMC will start 3nm wafer production at a second Japan fab in 2028 — expands geographic manufacturing footprint and capacity for advanced nodes used by AI/data-center customers. This supports longer-term revenue and customer diversification. 3nm Japan Factory
• Positive Sentiment: Recent insider activity (notable director trade) signals management-level confidence and can be viewed as supportive by investors. Insider Trade
• Neutral Sentiment: Upcoming company data are near-term catalysts: TSMC will report March revenue (April 10) and Q1 results (April 16). These releases could confirm whether AI demand is translating into sustained, capacity-constrained growth or if momentum is plateauing. Expect volatility around these dates. April 10 / April 16 Catalysts
• Neutral Sentiment: Unusually large options volume has been reported, indicating higher speculative/hedging activity that can amplify intraday moves but doesn’t change fundamentals. Options Volume
• Negative Sentiment: TSMC’s aggressive global fab expansion raises costs; analysts question whether FY26 margin targets are achievable as overseas production is more expensive — pressure on near-term margins could weigh on the stock if growth doesn’t offset spend. Margin & Expansion Costs
• Negative Sentiment: Geopolitical/supply-chain risks (regional tensions, Iran-related worries, Arizona expansion and capacity bottlenecks) could disrupt production or raise costs, introducing downside risk despite strong demand. Geopolitical & Supply Risks

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the stock. TD Cowen upped their price target on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a "hold" rating in a report on Friday, January 16th. Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the stock an "overweight" rating in a research note on Friday, January 16th. Needham & Company LLC increased their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a "buy" rating in a report on Thursday, January 15th. Finally, UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and a consensus price target of $391.43.

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.

Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report).

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.