Avise Financial Cooperative Inc. Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Avise Financial Cooperative Inc. purchased a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) in the fourth quarter, Holdings Channel.com reports. The firm purchased 2,411 shares of the semiconductor company’s stock, valued at approximately $733,000.

Other large investors also recently added to or reduced their stakes in the company. Stephens Consulting LLC lifted its holdings 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 worth $28,000 after buying an additional 41 shares in the last quarter. Ares Financial Consulting LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth about $29,000. Basepoint Wealth LLC bought a new position in Taiwan Semiconductor Manufacturing during the fourth quarter valued at approximately $31,000. Maseco LLP bought a new stake in Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $35,000. Finally, Westend Capital Management LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 476.2% during the 4th quarter. Westend Capital Management LLC now owns 121 shares of the semiconductor company’s stock valued at $37,000 after acquiring an additional 100 shares during the last quarter. 16.51% of the stock is owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing Stock Performance

Shares of Taiwan Semiconductor Manufacturing stock opened at $444.56 on Friday. The company has a market capitalization of $2.31 trillion, a PE ratio of 36.99, a price-to-earnings-growth ratio of 1.27 and a beta of 1.38. 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 Company Ltd. has a 52 week low of $202.28 and a 52 week high of $450.16. The stock’s fifty day moving average is $386.53 and its two-hundred day moving average is $347.24.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. The company had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. As a group, analysts expect that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.28 earnings per share for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be issued a $1.1136 dividend. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.04%.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on TSM shares. DA Davidson reaffirmed a “buy” rating and set a $450.00 price target on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Wall Street Zen upgraded Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Barclays increased their price target on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Wedbush reiterated an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a research report on Wednesday, February 11th. Finally, Needham & Company LLC raised their target price on shares of Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $404.29.

Key Stories Impacting Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: At its annual shareholders’ meeting, CEO C.C. Wei said TSMC expects strong growth over the next few years as AI demand for advanced semiconductors remains robust, and he suggested the company would like to raise chip prices to protect margins. Article Title
• Positive Sentiment: Multiple analyst and market commentary pieces highlighted TSMC as central to the AI supply chain, noting its leadership in advanced-node manufacturing and continued bullish price-target support from firms like Bernstein and BofA. Article Title
• Positive Sentiment: Shareholders approved TSMC’s 2025 results and charter changes at the June 4 meeting, reinforcing a stable corporate backdrop with no sign of governance disruption. Article Title
• Neutral Sentiment: Coverage comparing TSMC with Micron and reviewing its decade-long stock gains was generally supportive, but largely reiterated the long-term AI investment thesis rather than delivering a new catalyst. Article Title
• Neutral Sentiment: Media and market-watch items noted TSMC’s importance to the broader tech/AI trade and its appearance in futures and sector rotation coverage, which supports visibility but does not change fundamentals. Article Title
• Negative Sentiment: Investor concerns rose after Wei warned that AI chip shortages are not ending soon and that it will take a very long time to fully satisfy U.S. customer demand, implying supply constraints and possible execution challenges. Article Title
• Negative Sentiment: Reports emphasizing a years-long AI chip supply shortage and rising component costs may pressure sentiment in the near term, even if they underscore strong demand. Article Title

Insider Transactions at Taiwan Semiconductor Manufacturing

In other Taiwan Semiconductor Manufacturing news, VP Bor-Zen Tien acquired 2,000 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, with a total value of $139,820.00. Following the acquisition, the vice president directly owned 11,051 shares of the company’s stock, valued at approximately $772,575.41. The trade was a 22.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, VP Tzu-Sou Chuang sold 200,000 shares of the company’s stock in a transaction 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 in the company, valued at approximately $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have acquired 3,346 shares of company stock valued at $218,005. 1.11% of the stock is currently owned by insiders.

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.