Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Tower View Wealth Management LLC

Tower View Wealth Management LLC cut its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 4.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,579 shares of the semiconductor company’s stock after selling 1,561 shares during the period. Taiwan Semiconductor Manufacturing accounts for about 6.3% of Tower View Wealth Management LLC’s investment portfolio, making the stock its biggest position. Tower View Wealth Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $12,362,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in TSM. Quattro Advisors LLC acquired a new position in Taiwan Semiconductor Manufacturing in the fourth quarter worth $25,000. Hilton Head Capital Partners LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at $27,000. Stephens Consulting LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 41 shares in the last quarter. Strategic Advocates LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 36 shares during the last quarter. Finally, Ares Financial Consulting LLC bought a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter valued at about $29,000. 16.51% of the stock is owned by institutional investors.

Taiwan Semiconductor Manufacturing Trading Down 1.6%

Shares of TSM opened at $433.62 on Friday. The stock’s fifty day simple moving average is $412.82 and its 200-day simple moving average is $362.91. The firm has a market capitalization of $2.25 trillion, a PE ratio of 36.07, a price-to-earnings-growth ratio of 1.28 and a beta of 1.38. Taiwan Semiconductor Manufacturing Company Ltd. has a 12-month low of $221.18 and a 12-month high of $476.79. The company has a quick ratio of 2.31, a current ratio of 2.49 and a debt-to-equity ratio of 0.16.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last announced its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 EPS for the quarter. The firm had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 36.81% and a net margin of 46.97%. As a group, research analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.35 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. The ex-dividend date is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. Taiwan Semiconductor Manufacturing’s dividend payout ratio is presently 25.12%.

Insider Buying and Selling

In related news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president directly owned 2,495,165 shares of the company’s stock, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, VP Bor-Zen Tien acquired 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was acquired at an average price of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at $772,575.41. This trade represents a 22.10% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired a total of 4,496 shares of company stock valued at $327,927 over the last ninety days. Insiders own 1.11% of the company’s stock.

Key Headlines Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: TSMC continues to be viewed as a critical supplier to the AI boom, with commentary highlighting its leading role in advanced packaging, CoWoS, and leading-edge chip production. Why TSMC’s CoWoS Role Keeps Taiwan Semiconductor (TSM) Central to the HBM-Driven AI Chip Boom
• Positive Sentiment: Recent operating trends remain strong, with May revenue up 30.1% year over year and year-to-date revenue up 30.0%, supporting confidence that AI-related demand is still accelerating. Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
• Positive Sentiment: Bank of America raised its price target on TSMC to $590 from $490 and reiterated a Buy rating, signaling stronger conviction in upside from current levels. Benzinga report on Bank of America target increase
• Positive Sentiment: Susquehanna also lifted its target to $575 from $500, adding to the wave of bullish analyst calls around TSMC’s AI-driven growth outlook. What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
• Positive Sentiment: Vice President Lipen Yuan bought additional shares, a small but constructive insider signal that management remains confident in the business. Insider trade filing
• Neutral Sentiment: Several articles comparing TSMC with Intel and other chipmakers are adding to the market discussion, but they do not appear to be a direct catalyst on their own. Intel vs TSM: Which Chip Giant is the Better Investment?
• Neutral Sentiment: TSMC also disclosed capex-related filings and a bond issuance/share capital reduction update, which mainly reinforces its heavy investment cycle rather than changing the near-term outlook. TSMC Details Heavy Capex, Bond Issuance and Share Capital Reduction for May 2026

Wall Street Analyst Weigh In

TSM has been the topic of a number of research analyst reports. Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, June 17th. Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research note on Sunday, March 22nd. Barclays upped their target price on shares of Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Needham & Company LLC raised their price target on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, DA Davidson restated a “buy” rating and issued a $450.00 price objective on shares of Taiwan Semiconductor Manufacturing in a research report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $449.38.

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.