Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by HWG Holdings LP

HWG Holdings LP decreased its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 94.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,819 shares of the semiconductor company’s stock after selling 28,655 shares during the quarter. HWG Holdings LP’s holdings in Taiwan Semiconductor Manufacturing were worth $553,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Heartwood Wealth Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing in the third quarter valued at approximately $32,000. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth approximately $32,000. Cedar Wealth Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 64 shares in the last quarter. Fairman Group LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 89 shares in the last quarter. Finally, Riggs Asset Managment Co. Inc. acquired a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $41,000. 16.51% of the stock is owned by institutional investors and hedge funds.

Insider Activity 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 price of $55.93 per share, for a total transaction of $55,930.00. Following the transaction, the vice president directly owned 9,051 shares in the company, valued at approximately $506,222.43. This trade represents a 12.42% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available through the SEC website. 1.11% of the stock is owned by corporate insiders.

Key Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Broadcom warns TSMC is hitting production capacity limits — markets view the bottleneck as evidence of sustained demand for TSMC’s leading-edge nodes, supporting pricing power and long-term revenue visibility. Read More.
• Positive Sentiment: ASML’s nearly $8B order for EUV tools signals a multiyear memory/AI capex cycle that increases demand for advanced packaging and leading-node wafer capacity — a structural tailwind for TSM as the primary contract manufacturer for AI GPUs and server chips. Read More.
• Positive Sentiment: Arm’s new AGI CPU is being built on TSMC 3nm (with Meta partnership) — another concrete order/roadmap signal that TSMC’s advanced nodes will see durable hyperscaler and AI customer demand. Read More.
• Positive Sentiment: Insider buying by a TSMC VP and recent analyst price-target upgrades reinforce management confidence and a constructive sell-side view on growth and margins. Read More.
• Neutral Sentiment: Broader analysis pieces compare TSMC with other AI-infrastructure names (Broadcom, Micron, AMD) and highlight TSMC’s strategic role — useful for positioning but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Geopolitical and commodity risks (energy, helium supply disruptions tied to the Iran conflict) raise the prospect of production interruptions or higher fab operating costs — a material operational risk for Taiwan-based fabs. Read More.
• Positive Sentiment: Logistics and ecosystem moves (e.g., UPS $100M Taiwan hub) show supply-chain players scaling to support elevated chip flows — reduces distribution friction and signals sustained order volumes. Read More.

Taiwan Semiconductor Manufacturing Trading Up 1.3%

Shares of NYSE:TSM opened at $347.80 on Thursday. The business’s 50 day moving average price is $349.46 and its 200-day moving average price is $311.90. Taiwan Semiconductor Manufacturing Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20. The firm has a market capitalization of $1.80 trillion, a price-to-earnings ratio of 32.66, a price-to-earnings-growth ratio of 0.94 and a beta of 1.29. 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 issued its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 45.13% and a return on equity of 34.89%. On average, 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 announced 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 dividend on an annualized basis and a dividend yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is currently 28.36%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the stock. Dbs Bank raised shares of Taiwan Semiconductor Manufacturing to a “moderate buy” rating in a report on Friday, January 23rd. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday. The Goldman Sachs Group reiterated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Monday, January 5th. Needham & Company LLC increased their target price on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. Finally, Wedbush restated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus target price of $391.43.

Taiwan Semiconductor Manufacturing 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.