Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 19.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 44,097 shares of the semiconductor company’s stock after acquiring an additional 7,111 shares during the period. Integrated Wealth Concepts LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $12,316,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Brown Advisory Inc. increased its stake in Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company’s stock valued at $1,506,389,000 after buying an additional 2,006,745 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in shares of Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company’s stock worth $798,640,000 after acquiring an additional 1,842,951 shares during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 268.2% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company’s stock valued at $566,152,000 after acquiring an additional 1,820,852 shares in the last quarter. Alliancebernstein L.P. boosted its holdings 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 acquiring an additional 1,593,786 shares in the last quarter. Finally, SurgoCap Partners LP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the third quarter valued at approximately $360,443,000. Institutional investors and hedge funds own 16.51% of the company’s stock.

Wall Street Analyst Weigh In

TSM has been the topic of several recent analyst reports. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Wedbush reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Wednesday, February 11th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, March 5th. The Goldman Sachs Group restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, January 5th. Finally, TD Cowen raised their target price on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the company a “hold” rating in a research note on Friday, January 16th. Four equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $391.43.

Taiwan Semiconductor Manufacturing Stock Up 0.6%

TSM stock opened at $340.22 on Tuesday. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $134.25 and a 12 month high of $390.20. The firm has a market cap of $1.76 trillion, a PE ratio of 31.95, a P/E/G ratio of 0.93 and a beta of 1.29. The firm has a 50 day simple moving average of $347.35 and a 200 day simple moving average of $307.18. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The firm 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%. Equities research analysts forecast 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 disclosed a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders 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 1.1%. Taiwan Semiconductor Manufacturing’s dividend payout ratio (DPR) is currently 23.57%.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Unusually large call‑option activity: traders bought ~468,549 TSM calls (≈213% above average), signalling short‑term bullish bets and potential dealer hedging that can amplify upside.
• Positive Sentiment: Bullish analyst/coverage lift: recent pieces highlight sustained AI demand and reiterations from major firms that TSMC’s rally may continue, supporting investor enthusiasm and upside price targets. TSMC Stock (TSM): Top Bernstein Analyst Turns Up the Heat on This AI Chipmaker Taiwan Semiconductor (TSM) Stock Soars 83% — Bernstein Says Rally Isn’t Over Yet
• Positive Sentiment: Institutional positioning and analyst targets remain supportive: recent data show large hedge‑fund additions and multiple buy/overweight ratings with elevated price targets, underpinning momentum. TSMC Stock (TSM) Opinions on BofA Buy Rating and AI Demand
• Neutral Sentiment: Customer product timing and memory supply issues: a report that Nvidia’s Rubin GPU may face HBM4 supply-driven delays while Google TPU demand rises could tighten demand for TSMC capacity — positive for pricing/long‑term utilization but potentially uneven near‑term revenue. Nvidia Rubin GPU Faces Possible Delay As HBM4 Supply Falls Short, While Google TPU Demand Surges In Race For TSMC Capacity: Report
• Neutral Sentiment: Sector commentary and stock comparisons continue to keep TSMC in focus with broader tech flows and AI narratives (e.g., Micron vs. TSM). These articles sustain interest but are not company‑specific catalysts. Better Chip Stock to Buy: Micron or Taiwan Semiconductor?
• Negative Sentiment: Energy & chemical supply risk: Morgan Stanley and others flag an “LNG cliff” for Taiwan and possible sulfuric‑acid shortages if the Strait of Hormuz is disrupted — a real production risk for energy‑intensive fabs that could hit output if prolonged. Strait Of Hormuz Risks Put TSMC LNG And Chemical Supply In Focus Morgan Stanley: Taiwan’s 11-day ‘LNG cliff’ threatens global chip supply
• Negative Sentiment: Geopolitical / competitive pressure from Chinese domestic chip push: progress toward 7nm domestically raises longer‑term competition risk in the region, which could weigh on TSMC’s market share outlook over years (not an immediate earnings hit). China’s Next Chip Push Moves Toward 7 nm

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.