Valley National Advisers Inc. increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 7.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,494 shares of the semiconductor company's stock after acquiring an additional 2,013 shares during the period. Taiwan Semiconductor Manufacturing comprises 1.2% of Valley National Advisers Inc.'s holdings, making the stock its 18th largest holding. Valley National Advisers Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $8,354,000 at the end of the most recent reporting period.
Other large investors have also made changes to their positions in the company. Stephens Consulting LLC boosted its position 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 buying an additional 41 shares in the last quarter. Heartwood Wealth Advisors LLC acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $32,000. Maseco LLP acquired a new stake in Taiwan Semiconductor Manufacturing in the fourth quarter valued at approximately $35,000. Finally, Cedar Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 91.4% in the third 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 in the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock.
Insider Activity at Taiwan Semiconductor Manufacturing
In other news, VP Bor-Zen Tien bought 1,000 shares of the stock in a transaction that occurred on Sunday, March 22nd. The stock was acquired at an average price of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president directly owned 9,051 shares of the company's stock, valued at approximately $506,222.43. This represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Company insiders own 1.11% of the company's stock.
Taiwan Semiconductor Manufacturing News Roundup
Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:
- Positive Sentiment: Analysts and outlets expect another record quarter — Reuters reports TSMC is likely to post a fourth straight quarter of record profit with net income up ~50% YoY for Jan–Mar thanks to insatiable AI infrastructure demand, supporting upside to earnings and margins. TSMC likely to book fourth straight quarter of record profit on insatiable AI demand
- Positive Sentiment: Profit forecasts and analyst upgrades lift sentiment — Blockonomi highlights a $17.1B profit forecast for the quarter (roughly +50% YoY) and notes analysts raising targets as AI chip demand drives record growth, which explains recent buying pressure. Taiwan Semiconductor (TSM) Stock Poised for Historic Quarterly Profit Streak Driven by AI Boom
- Positive Sentiment: Strong March sales ahead of earnings — Coverage notes TSMC reported robust March revenue and is approaching all-time highs with Q1 results due mid-April, fueling optimism that demand from hyperscale AI customers is translating into near-term top-line strength. TSMC Stock Reports Strong March Sales. AI Chip Demand Booms Ahead Of Q1 Results.
- Positive Sentiment: Supply tightness could boost pricing/power — Analysis arguing the AI silicon shortage is set to worsen suggests TSMC may benefit from stronger pricing and sustained wafer demand as customers compete for capacity, supporting margins and near-term revenue stability. TSMC: The AI Silicon Shortage Is About To Get Worse
- Neutral Sentiment: Equipment and supply-chain watch — ASML’s upcoming results and commentary (important to advanced-node lithography supply) could influence near-term equipment flow and investor expectations for capacity expansion, but they’re not direct revenue drivers for TSMC. Dear ASML Stock Fans, Mark Your Calendars for April 15
- Negative Sentiment: AI-sector volatility and valuation scrutiny pose downside risk — Broader commentary about AI-stock pullbacks and articles assessing TSMC’s valuation after a sharp run-up highlight the possibility of short-term profit-taking if macro sentiment or growth expectations cool. AI Stock Sell-Off: Here's How to Find the Long-Term Winners
Wall Street Analysts Forecast Growth
A number of analysts have weighed in on TSM shares. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a "buy" rating in a research report on Thursday, January 15th. Barclays raised their target price on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an "overweight" rating in a research report on Friday, January 16th. Dbs Bank upgraded shares of Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. DA Davidson upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Friday, February 13th. Finally, Citigroup restated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 9th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Buy" and an average target price of $391.43.
Check Out Our Latest Stock Analysis on TSM
Taiwan Semiconductor Manufacturing Price Performance
Shares of NYSE:TSM opened at $370.63 on Monday. The firm has a market cap of $1.92 trillion, a PE ratio of 34.80, a price-to-earnings-growth ratio of 1.01 and a beta of 1.35. The firm's fifty day moving average is $351.23 and its 200-day moving average is $318.90. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.42 and a current ratio of 2.62. 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 issued 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 for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. Sell-side analysts predict 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 declared a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Thursday, June 11th will be issued a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing's payout ratio is 27.89%.
About Taiwan Semiconductor Manufacturing
(
Free Report)
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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