Venturi Wealth Management LLC Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Key Points

• Venturi Wealth Management LLC raised its stake in Taiwan Semiconductor Manufacturing (TSM) by 8.1% in Q4, owning 24,054 shares after adding 1,801 shares, valued at about $7.309 million per its latest 13F filing.
• TSMC reported a sharp first‑quarter revenue beat (cited around a +35% YoY increase) driven by AI chip demand, spurring several analyst upgrades and a consensus "Buy" rating with an average price target near $391.
• TSM trades near recent highs with a market cap of roughly $1.92 trillion, a P/E of ~34.8 and an annualized dividend of $3.80 (≈1.0% yield), though analysts flag valuation and rising cost pressures as potential headwinds.

Venturi Wealth Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 8.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 24,054 shares of the semiconductor company's stock after buying an additional 1,801 shares during the quarter. Venturi Wealth Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $7,309,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in shares of Taiwan Semiconductor Manufacturing by 268.2% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company's stock worth $566,152,000 after buying an additional 1,820,852 shares in the last quarter. Alliancebernstein L.P. boosted its stake in shares of Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company's stock valued at $2,368,587,000 after buying an additional 1,593,786 shares in the last quarter. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing during the third quarter worth $360,443,000. Thrivent Financial for Lutherans raised its position 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 worth $333,172,000 after acquiring an additional 1,156,389 shares in the last quarter. Finally, Danica Pension Livsforsikringsaktieselskab purchased a new position in Taiwan Semiconductor Manufacturing in the third quarter worth $232,924,000. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $370.63 on Friday. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $145.84 and a 1 year high of $390.20. The stock's 50 day moving average price is $351.23 and its 200 day moving average price is $318.39. The firm has a market cap of $1.92 trillion, a P/E ratio of 34.80, a PEG ratio of 1.00 and a beta of 1.35. 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 (NYSE:TSM - Get Free Report) last issued its earnings results on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%.The firm had revenue of $30.65 billion for the quarter. On average, sell-side analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, July 9th. Investors 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 yield of 1.0%. The ex-dividend date of this dividend is Thursday, June 11th. Taiwan Semiconductor Manufacturing's dividend payout ratio (DPR) is presently 28.17%.

Analyst Ratings Changes

TSM has been the topic of several research analyst reports. DA Davidson upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research report on Friday, February 13th. 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. Citigroup reissued a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Sanford C. Bernstein restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, January 2nd. Finally, Freedom Capital raised shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a report on Thursday, January 15th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Buy" and an average price target of $391.43.

Insider Transactions at Taiwan Semiconductor Manufacturing

In related news, VP Bor-Zen Tien purchased 1,000 shares of the firm's stock in a transaction dated 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 transaction, the vice president owned 9,051 shares of the company's stock, valued at $506,222.43. This represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.11% of the stock is owned by company insiders.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Company reported first‑quarter revenue well above forecasts (T$1.134T / ~$35.7B; +35% YoY), reinforcing that AI compute demand is driving durable top‑line momentum. TSMC's Q1 revenue jumps 35% y/y, beats market forecast
• Positive Sentiment: Major outlets highlight record Q1 sales and say AI chip demand remains resilient despite geopolitical noise, supporting the stock’s near‑term upside. TSMC posts 35% jump in revenue to new record high as AI chip demand stays strong
• Positive Sentiment: Analysts and boutiques (e.g., Wedbush) call the March sales print structural — March revenue up sharply — which underpins bullish views on TSMC’s role in the AI supply chain. TSMC's AI-fuelled sales surge puts tariff fears in the shade
• Positive Sentiment: Street upgrades and a higher price target surfaced after the sales beat, with at least one note pushing a substantially higher target and bullish multi‑year profit outlook — a catalyst for further buying. TSMC Gets Street-High Target -- Analysts See Profit Tripling by 2028
• Neutral Sentiment: Pre‑earnings pieces emphasize that upcoming quarterly results (Apr 16) will be the next real catalyst — revenue confirms demand but earnings/guide will determine durability of the rally. All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?
• Neutral Sentiment: Macro and industry coverage notes that robust AI demand supports chip stocks broadly — useful context but not company‑specific guidance. AI Chip Demand Shows No Signs of Slowing. Can Chip Stocks Keep Up?
• Negative Sentiment: Some analysts warn rising costs (capex, wage/power inputs) and tariff/regulatory concerns could compress margins over time — a potential headwind if costs accelerate. All Eyes on TSMC Earnings on April 16. Is TSM Stock A Buy Now?
• Negative Sentiment: Valuation and profit‑taking risk: TSMC’s strong run (large YTD gains) has prompted articles questioning whether the stock is richly priced, which could limit upside absent stronger guidance. Taiwan Semiconductor Stock Soars 20% YTD: Time to Hold or Book Profit?

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.

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.