Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Donaldson Capital Management LLC

Donaldson Capital Management LLC boosted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 8.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 31,477 shares of the semiconductor company’s stock after purchasing an additional 2,510 shares during the period. Donaldson Capital Management LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $9,565,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Stephens Consulting LLC raised its position in Taiwan Semiconductor Manufacturing by 82.0% in the fourth 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 acquired a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at $32,000. Resources Management Corp CT ADV purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $32,000. Cedar Wealth Management LLC grew its stake 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 worth $37,000 after purchasing an additional 64 shares during the period. Finally, Fairman Group LLC grew its stake 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 worth $39,000 after purchasing an additional 89 shares during the period. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Price Performance

TSM stock opened at $327.44 on Monday. The stock’s 50 day moving average price is $348.84 and its 200 day moving average price is $313.36. The firm has a market cap of $1.70 trillion, a P/E ratio of 30.75, a PEG ratio of 0.90 and a beta of 1.29. 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 Company Ltd. has a 1 year low of $134.25 and a 1 year high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings results on Thursday, February 26th. 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 company had revenue of $30.65 billion during 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 announced a quarterly dividend, which will be paid on Thursday, July 9th. Investors of record on Thursday, June 11th will be paid a $0.9503 dividend. The ex-dividend date of this dividend is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.2%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 28.36%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on TSM. Barclays increased their price target on shares of Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Argus raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Thursday, January 15th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Finally, UBS Group set a $330.00 price target on Taiwan Semiconductor Manufacturing in a research note on Sunday, December 7th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and an average target price of $391.43.

More Taiwan Semiconductor Manufacturing News

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

• Positive Sentiment: Columbia Threadneedle highlighted strong AI chip demand that helped TSMC rally, underlining robust end-market demand and revenue visibility for foundry leaders. Taiwan Semiconductor Manufacturing (TSM) Soared on Strong AI Chip Demand
• Positive Sentiment: TSMC has announced an aggressive 2026 capex plan ($52B–$56B) focused on advanced nodes and global fabs to capture AI compute demand — a near-term cash outflow that strengthens its long-term manufacturing moat and pricing power. Will TSM’s Aggressive Capex Plan Strengthen Its Foundry Dominance?
• Positive Sentiment: Analyses from Fool/MarketBeat reinforce the narrative that TSMC is central to the AI hardware buildout (pricing power, capacity squeeze, and strategic supplier relationships), supporting a bullish medium-term outlook for margins and cash flow. TSMC Has a Monopoly on Making AI Chips. Here’s Why This Stock Could Be the Safest Bet in the $700 Billion Capex Boom.
• Positive Sentiment: Recent insider buying reported (Bor‑Zen Tien purchased shares) gives a modest positive signal about management/insider conviction. Bor-Zen Tien Acquires 1,000 Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock
• Neutral Sentiment: The ALPS Nautilus SMR, Nuclear & Technology ETF replaced TSM with Broadcom in a March rebalance — a small, fund-specific headwind but not indicative of broad selling pressure. New Nuclear ETF Swaps TSM for Broadcom in Rebalance
• Neutral Sentiment: Coverage pieces note large institutional flows and 13F activity across mega-caps; headlines on institutional selling are mixed and not clearly targeted at TSM, so impact is ambiguous. Institutional Investors Are Selling One of Wall Street’s Premier Trillion-Dollar Club Members (No, Not Nvidia!)
• Negative Sentiment: Geopolitical risk: recent coverage of Middle East tensions has sharpened focus on Taiwan-related supply risk (TSMC concentrates advanced node production in Taiwan), which could trigger risk-premium flows if escalation concerns rise. The Iran War Puts a Spotlight on Taiwan Risk. There’s More at Stake for Your Portfolio.

Insiders Place Their Bets

In other news, VP Bor-Zen Tien bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction on Sunday, March 22nd. The shares were bought at an average cost of $55.93 per share, for a total transaction of $55,930.00. Following the acquisition, the vice president 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 transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Insiders own 1.11% of the company’s stock.

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.