Taiwan Semiconductor Manufacturing Company Ltd. $TSM is HF Advisory Group LLC’s 6th Largest Position

HF Advisory Group LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 1,962.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 195,780 shares of the semiconductor company’s stock after buying an additional 186,289 shares during the period. Taiwan Semiconductor Manufacturing makes up about 2.3% of HF Advisory Group LLC’s portfolio, making the stock its 6th largest position. HF Advisory Group LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $59,496,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Stephens Consulting LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 41 shares in the last quarter. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at about $32,000. Resources Management Corp CT ADV bought a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at about $32,000. Cedar Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 64 shares during the last quarter. Finally, Westend Capital Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 476.2% during the fourth quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 100 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction that occurred on Sunday, March 22nd. The stock was acquired at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the purchase, the vice president 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 Securities & Exchange Commission, which is accessible through the SEC website. 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: TSMC confirmed plans to start equipment installation and mass production of 3nm wafers at its second Japan fab in 2028 — a major step in diversifying supply outside Taiwan and expanding capacity for advanced AI chips. TSMC plans 3-nanometre chip production launch in Japan in 2028
• Positive Sentiment: Regulatory/approval headlines and reporting frame TSMC’s Japan investment as a “mega‑factory” move to shift parts of the AI supply chain — supports long‑term revenue and geopolitical resilience. Taiwan Semiconductor Wins Approval For Ultra-Efficient AI Chip Mega-Factory In Japan
• Positive Sentiment: Analyst commentary increasingly favors TSMC over Nvidia for 2026 AI supply‑chain exposure — coverage highlights TSMC’s dominant foundry position and near‑zero sell ratings among analysts. This elevates sentiment among institutional investors. Three AI Chip Stocks Analysts Love More Than Nvidia (NVDA) Right Now
• Positive Sentiment: Pre‑market/market coverage notes TSMC shares extended gains on its Japan expansion and AI-chip positioning, reinforcing the narrative driving the rally. TSMC Stock (TSM) Extends Gains on AI Chip Japan Expansion Plans
• Positive Sentiment: Unusually large options activity: traders bought roughly 212,745 call contracts recently (about 33% above average), indicating speculative bullish positioning that can amplify near‑term upside. No link
• Neutral Sentiment: Analyst pieces and investor searches spike (Zacks coverage highlights heightened investor attention), which can increase volatility but doesn’t change fundamentals immediately. Investors Heavily Search Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
• Neutral Sentiment: Discussion of TSMC’s push into advanced packaging highlights medium‑term growth opportunities but will require execution and capex — a watch item for investors. Will TSM’s Advanced Packaging Push Unlock a New Growth Phase?

Taiwan Semiconductor Manufacturing Stock Up 1.2%

Shares of NYSE TSM opened at $341.84 on Thursday. The company has a debt-to-equity ratio of 0.17, a current ratio of 2.62 and a quick ratio of 2.42. The stock has a market capitalization of $1.77 trillion, a PE ratio of 32.10, a P/E/G ratio of 0.93 and a beta of 1.34. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $134.25 and a one year high of $390.20. The business’s fifty day moving average price is $348.86 and its 200-day moving average price is $314.51.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share (EPS) for the quarter. The business had revenue of $30.65 billion for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, equities research analysts anticipate that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS 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. Investors of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Thursday, June 11th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 28.36%.

Analyst Upgrades and Downgrades

TSM has been the subject of several analyst reports. Weiss Ratings upgraded shares of Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. UBS Group set a $330.00 target price on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Zacks Research lowered Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, TD Cowen boosted their price objective on Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a research report on Friday, January 16th. 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 stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $391.43.

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.