Values First Advisors Inc. Invests $547,000 in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Values First Advisors Inc. purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,802 shares of the semiconductor company's stock, valued at approximately $547,000.

A number of other institutional investors and hedge funds have also bought and sold shares of TSM. SurgoCap Partners LP purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $360,443,000. Thrivent Financial for Lutherans raised its stake in Taiwan Semiconductor Manufacturing by 3,164.9% in the third quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock valued at $333,172,000 after purchasing an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $232,924,000. Man Group plc raised its stake in Taiwan Semiconductor Manufacturing by 337.1% in the second quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock valued at $238,589,000 after purchasing an additional 812,404 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. raised its stake in Taiwan Semiconductor Manufacturing by 171.9% in the third quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,198,764 shares of the semiconductor company's stock valued at $335,573,000 after purchasing an additional 757,926 shares in the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Trading Up 0.7%

TSM stock opened at $405.16 on Tuesday. The company has a market capitalization of $2.10 trillion, a PE ratio of 33.71, a price-to-earnings-growth ratio of 1.19 and a beta of 1.35. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $160.50 and a one year high of $414.50. The company's 50 day moving average price is $357.15 and its two-hundred day moving average price is $325.93. The company has a debt-to-equity ratio of 0.17, a quick ratio of 2.32 and a current ratio of 2.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 38.17%. As a group, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.03 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a dividend yield of 0.9%. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is 24.71%.

Insider Activity at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien purchased 1,000 shares of the firm's stock in a transaction on Sunday, March 22nd. The shares were purchased at an average cost of $55.93 per share, with a total value of $55,930.00. Following the completion of the purchase, the vice president owned 9,051 shares of the company's stock, valued at $506,222.43. The trade was a 12.42% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 1.11% of the company's stock.

Analyst Upgrades and Downgrades

TSM has been the topic of a number of recent analyst reports. Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. TD Cowen raised their target price on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a "hold" rating in a research note on Friday, January 16th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a "strong-buy" rating to a "hold" rating in a research note on Monday, March 16th. Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. Finally, Weiss Ratings raised shares of Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, March 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company's stock. According to MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of "Buy" and an average price target of $404.29.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC unveiled its A13 process (a “direct shrink” of last year’s A14) at the 2026 North America Technology Symposium — a near-term node improvement that supports TSM’s technology leadership, potential ASP/margin upside, and customer wins for advanced AI/compute chips. Taiwan Semiconductor Manufacturing Company Limited (TSM) Unveils A13 Technology at 2026 North America Technology Symposium
• Positive Sentiment: Broader AI earnings and chip demand momentum are lifting sector sentiment — stronger AI revenue outlooks for major cloud/AI players increases foundry loadings and capex visibility for TSMC. Why This Week Could Be Huge For AI Stocks
• Positive Sentiment: TSMC hit a new 52-week high recently — a technical signal that reflects strong investor appetite and momentum for the stock amid the AI chip rally. Taiwan Semiconductor Manufacturing NYSE: TSM Sets New 52-Week High – Time to Buy?
• Positive Sentiment: Taiwan’s court handed heavy sentences and fines in a TSMC trade‑secrets case — stronger IP and national-security enforcement lowers long‑term technology leakage risk for TSMC’s advanced nodes. Taiwan court sentences ex-Tokyo Electron staff to 10 years in TSMC trade secrets case
• Neutral Sentiment: Positive analyst moves in adjacent chip names (e.g., Marvell price-target boost) support sector momentum but are indirect for TSMC’s fundamentals. Marvell Technology (MRVL) Price Target Increase by $21 Following Strong Sector Signals
• Neutral Sentiment: Google is pursuing multiple partners (including MediaTek) for next‑gen AI chips — diversification by big cloud customers is a mixed signal for TSMC: demand stays large but share gains aren’t guaranteed. Google looks to MediaTek for next-gen AI chips
• Negative Sentiment: Comparisons with equipment suppliers: some analysts argue Lam Research (LRCX) may outperform TSMC near term because TSMC faces heavier capital spending and geopolitical exposure tied to Taiwan — that raises investor concerns about higher near‑term cash requirements and execution risk. TSMC vs. Lam Research: Which AI Infrastructure Stock Has an Edge?
• Negative Sentiment: Analyst downgrades elsewhere (e.g., Northland’s downgrade of AMD) could signal cooler demand expectations for some customers and chipmakers — a potential headwind for foundry order growth if weakness broadens. After 11 years, Northland Capital downgrades AMD

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.

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